13F Insight
DOSSIER · 13F-HR · Q2 2026

Dynamic Advisor Solutions LLC

$3.5B in tracked AUM across 1,045 positions as of Q2 2026.

DA
CIK 0001599747 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
1,045
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Dynamic Advisor Solutions LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$116M402K3.3%02
SPYM
SPDR SERIES TRUST
$75M855K2.1%03
NVDA
NVIDIA CORPORATION
$62M308K1.7%04
GSLC
GOLDMAN SACHS ETF TR
$51M360K1.4%05
FBND
FIDELITY MERRIMACK STR TR
$50M1.1M1.4%06
MSFT
MICROSOFT CORP
$46M124K1.3%07
DFUS
DIMENSIONAL ETF TRUST
$46M566K1.3%08
SCHM
SCHWAB STRATEGIC TR
$44M1.2M1.3%09
QQQ
INVESCO QQQ TR
$44M60K1.2%10
AMZN
AMAZON COM INC
$40M170K1.1%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$2.1B▲ 9.8%
847 positionsLocked
Showing 12 of 48