StockDriftsStockDriftsTop 50 Dynamic Advisor Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.92% | 414.5K | $138.0M | +6.20%(+24.21K) | $115.52(+196.86%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.24% | 877.6K | $78.8M | +2.70%(+23.07K) | $53.08(+69.98%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.14% | 330.4K | $75.5M | +7.71%(+23.66K) | $44.01(+393.27%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 127.7K | $65.5M | +2.55%(+3.17K) | $245.98(+116.90%) | 2026-09-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 1.51% | 366.9K | $53.2M | +1.94%(+6.99K) | $90.14(+62.38%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.39% | 1.13M | $49.0M | +3.28%(+35.95K) | $45.45(-3.90%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.39% | 66.0K | $48.8M | +10.89%(+6.48K) | $336.15(+113.70%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.34% | 570.2K | $47.3M | +0.66%(+3.74K) | $51.54(+61.76%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.22% | 172.8K | $43.1M | +1.94%(+3.28K) | $135.68(+93.43%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.21% | 1.42M | $42.7M | +5.06%(+68.49K) | $14.94(+101.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.23% | +65.28% | +10.63% | +65.73% |
| Top 20 Holdings Unweighted | +17.73% | +63.17% | +10.24% | +62.80% |
Dynamic Advisor Solutions LLC reports $3.52B in US-listed equity holdings across 1,029 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.9%), SPYM (2.2%) and NVDA (2.1%). The top 20 holdings account for 28.54% of reported assets. Its disclosed equity book has returned +65.28% on a three-year cumulative basis. Figures reflect the Q3 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