13F Insight
DOSSIER · 13F-HR · Q3 2026

Dynamic Advisor Solutions LLC

$3.5B in tracked AUM across 1,029 positions as of Q3 2026.

DA
CIK 0001599747 · last filed Sep 30, 2026
Total AUM
$3.5B
as of Q3 2026
Holdings
1,029
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Dynamic Advisor Solutions LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$138M415K3.9%02
SPYM
SPDR SERIES TRUST
$79M878K2.2%03
NVDA
NVIDIA CORPORATION
$75M330K2.1%04
MSFT
MICROSOFT CORP
$65M128K1.9%05
GSLC
GOLDMAN SACHS ETF TR
$53M367K1.5%06
FBND
FIDELITY MERRIMACK STR TR
$49M1.1M1.4%07
QQQ
INVESCO QQQ TR
$49M66K1.4%08
DFUS
DIMENSIONAL ETF TRUST
$47M570K1.3%09
AMZN
AMAZON COM INC
$43M173K1.2%10
SCHX
SCHWAB STRATEGIC TR
$43M1.4M1.2%

Filing history

2026Q3Sep 30
$3.5B▼ 0.2%
1,029 positionsView →2026Q2Jun 30
$3.5B▲ 11.2%
1,045 positionsView →2026Q1Mar 31
$3.2B▲ 1.8%
963 positionsView →2025Q4Dec 31
$3.1B▼ 9.6%
932 positionsView →2025Q3Sep 30
$3.4B▲ 6.4%
932 positionsLocked2025Q2Jun 30
$3.2B▲ 103.3%
900 positionsLocked2025Q1Mar 31
$1.6B▼ 31.1%
472 positionsLocked2024Q4Dec 31
$2.3B▼ 30.6%
652 positionsLocked2024Q3Sep 30
$3.3B▲ 4.9%
925 positionsLocked2024Q2Jun 30
$3.2B▲ 7.2%
945 positionsLocked2024Q1Mar 31
$3.0B▲ 10.4%
937 positionsLocked2023Q4Dec 31
$2.7B▲ 26.8%
903 positionsLocked
Showing 12 of 49