StockDriftsStockDriftsTop 50 Dynamic Advisor Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.21% | 390.3K | $112.9M | +0.13%(+526) | $103.38(+196.63%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.14% | 854.5K | $75.1M | +0.24%(+2.04K) | $52.12(+74.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.75% | 306.7K | $61.4M | -3.75%(-11.96K) | $30.44(+624.13%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 1.45% | 359.9K | $51.1M | +10.81%(+35.11K) | $89.15(+65.72%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.42% | 1.10M | $49.8M | +13.06%(+126.48K) | $45.48(-1.22%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.32% | 124.5K | $46.4M | -5.23%(-6.87K) | $240.96(+108.65%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.32% | 566.5K | $46.4M | -1.52%(-8.74K) | $51.33(+64.84%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 1.26% | 1.20M | $44.2M | +5.23%(+59.63K) | $26.76(+34.64%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.25% | 59.5K | $43.8M | -3.52%(-2.17K) | $292.38(+146.54%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.15% | 169.5K | $40.4M | -4.78%(-8.51K) | $133.59(+105.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.46% | +10.05% | +61.41% |
| Top 20 Holdings Unweighted | +16.24% | +57.07% | +10.02% | +61.22% |
Dynamic Advisor Solutions LLC reports $3.53B in US-listed equity holdings across 1,030 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.2%), SPYM (2.1%) and NVDA (1.8%). The top 20 holdings account for 26.54% of reported assets. Its disclosed equity book has returned +57.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dynamic Advisor Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599747). View Dynamic Advisor Solutions LLC’s 13F filings on SEC