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Dynamic Advisor Solutions Llc

Portfolio Manager
Dynamic Advisor Solutions LLC
Performance
-6.37% (2026 Q1)
AUM (13F)
$3.17B
# of Holdings
960
Performance Rank
Allocation (Top 20)
25.99%

Dynamic Advisor Solutions Llc Holdings Map

Top 50 Dynamic Advisor Solutions Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.12%389.8K$98.9M
+1.31%(+5.04K)
2025-Q1: 450.1K shares2025-Q2: 443.2K shares2025-Q3: 453.2K shares2025-Q4: 384.7K shares2026-Q1: 389.8K shares
$104.76(+171.27%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.06%852.5K$65.2M
+2.52%(+20.95K)
2025-Q1: 742.4K shares2025-Q2: 765.9K shares2025-Q3: 788.8K shares2025-Q4: 831.5K shares2026-Q1: 852.5K shares
$52.05(+63.68%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.75%318.7K$55.6M
+4.07%(+12.47K)
2025-Q1: 357.3K shares2025-Q2: 347.3K shares2025-Q3: 363.9K shares2025-Q4: 306.2K shares2026-Q1: 318.7K shares
$30.44(+545.43%)
2026-03-31
MSFT
MICROSOFT CORP
1.53%131.4K$48.6M
-3.20%(-4.35K)
2025-Q1: 151.7K shares2025-Q2: 150.6K shares2025-Q3: 150.8K shares2025-Q4: 135.7K shares2026-Q1: 131.4K shares
$240.96(+70.73%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
1.39%968.7K$44.2M
+3.93%(+36.60K)
2025-Q1: 1.02M shares2025-Q2: 946.1K shares2025-Q3: 988.4K shares2025-Q4: 932.1K shares2026-Q1: 968.7K shares
$45.48(+0.15%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
1.29%575.2K$40.8M
+3.57%(+19.84K)
2025-Q1: 655.2K shares2025-Q2: 637.1K shares2025-Q3: 635.2K shares2025-Q4: 555.4K shares2026-Q1: 575.2K shares
$51.33(+53.64%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
1.28%324.8K$40.6M
+0.66%(+2.14K)
2025-Q1: 317.9K shares2025-Q2: 321.9K shares2025-Q3: 325.2K shares2025-Q4: 322.6K shares2026-Q1: 324.8K shares
$85.12(+62.21%)
2026-03-31
AMZN
AMAZON COM INC
1.17%178.0K$37.1M
+2.51%(+4.37K)
2025-Q1: 176.6K shares2025-Q2: 191.8K shares2025-Q3: 196.7K shares2025-Q4: 173.7K shares2026-Q1: 178.0K shares
$133.59(+104.77%)
2026-03-31
QQQ
INVESCO QQQ TR
1.12%61.7K$35.6M
-7.20%(-4.79K)
2025-Q1: 147.3K shares2025-Q2: 97.7K shares2025-Q3: 71.4K shares2025-Q4: 66.5K shares2026-Q1: 61.7K shares
$292.38(+133.13%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
1.12%725.1K$35.5M
+1.63%(+11.63K)
2025-Q1: 743.8K shares2025-Q2: 784.3K shares2025-Q3: 687.1K shares2025-Q4: 713.5K shares2026-Q1: 725.1K shares
$34.31(+51.78%)
2026-03-31

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