Institutional Fund
Dynamic Advisor Solutions LLC
Phoenix, AZCIK 15997475 filings on record
Portfolio Value
$3.17B
Q1 2026
Holdings
960
Reported positions
New Buys
69
Opened this quarter
QoQ Change
+1.8%
from $3.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.1%
- Spdr Series Trust2.1%
- Nvidia Corporation1.8%
- Microsoft Corp1.5%
- Fidelity Merrimack Str Tr1.4%
- Dimensional ETF Trust1.3%
- Other88.9%
Portfolio Holdings
960 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 389.8K | $98.93M | 3.1% | +5.0K | Added |
| 2 | Spdr Series Trust | 852.5K | $65.25M | 2.1% | +21.0K | Added |
| 3 | Nvidia Corporation | 318.7K | $55.58M | 1.8% | +12.5K | Added |
| 4 | Microsoft Corp | 131.4K | $48.62M | 1.5% | −4.3K | Reduced |
| 5 | Fidelity Merrimack Str Tr | 968.7K | $44.19M | 1.4% | +36.6K | Added |
| 6 | Dimensional ETF Trust | 575.2K | $40.79M | 1.3% | +19.8K | Added |
| 7 | Goldman Sachs ETF Tr | 324.8K | $40.64M | 1.3% | +2.1K | Added |
| 8 | Amazon Com Inc | 178.0K | $37.08M | 1.2% | +4.4K | Added |
| 9 | Invesco Qqq Tr | 61.7K | $35.62M | 1.1% | −4.8K | Reduced |
| 10 | Schwab Strategic Tr | 725.1K | $35.48M | 1.1% | +11.6K | Added |
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