§ 13F · FUND PROFILE
Dynamic Advisor Solutions LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.4B (13F)Positions · 932Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 390K | $99M | 3.1% | +4% |
| 2 | SPYM | SPDR SERIES TRUST | 852K | $65M | 2.1% | +3% |
| 3 | NVDA | NVIDIA CORPORATION | 319K | $56M | 1.8% | +4% |
| 4 | MSFT | MICROSOFT CORP | 131K | $49M | 1.5% | −3% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 969K | $44M | 1.4% | +4% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 575K | $41M | 1.3% | +4% |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 325K | $41M | 1.3% | +1% |
| 8 | AMZN | AMAZON COM INC | 178K | $37M | 1.2% | +3% |
| 9 | QQQ | INVESCO QQQ TR | 62K | $36M | 1.1% | −7% |
| 10 | FNDF | SCHWAB STRATEGIC TR | 725K | $35M | 1.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DYNAMIC SIGNAL
AC read
Dynamic Advisor Solutions LLC is a Other fund managing $3.4 billion in assets. The fund runs a broad portfolio of 932 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed