Dynamic Advisor Solutions LLC Portfolio Holdings

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025

Dynamic Advisor Solutions LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.33 Billion distributed in 932 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Microsoft Corp with a value of $78.1M, Nvidia Corp with a value of $67.9M, Dimensional ETF Tr Core Fxd In with a value of $65.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $61.8M.

Examining the 13F form we can see an increase of $182M in the current position value, from $3.14B to 3.33B.

Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.33 Billion
ETFs: $2.01 Billion
Technology: $422 Million
Financial Services: $178 Million
Consumer Cyclical: $138 Million
Industrials: $119 Million
Communication Services: $117 Million
Healthcare: $104 Million
Consumer Defensive: $76.8 Million
Other: $135 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.5 Million 1.97% of portfolio
1,532,461
Q3 2025 Added 2.77%
$0
$61.8 Million 1.86% of portfolio
788,848
Q3 2025 Added 2.99%
$0
$46 Million 1.38% of portfolio
635,187
Q3 2025 Reduced 0.3%
$0
$45.7 Million 1.37% of portfolio
988,443
Q3 2025 Added 4.47%
$0
$45.1 Million 1.36% of portfolio
1,169,004
Q3 2025 Added 3.98%
$0
$42.9 Million 1.29% of portfolio
71,443
Q3 2025 Reduced 26.85%
$0
$42.4 Million 1.27% of portfolio
325,247
Q3 2025 Added 1.03%
$0
$39.7 Million 1.19% of portfolio
59,271
Q3 2025 Added 7.27%
$0
$37.3 Million 1.12% of portfolio
501,713
Q3 2025 Added 3.0%
$0
$33.1 Million 0.99% of portfolio
1,256,574
Q3 2025 Added 0.87%
$0
$30.8 Million 0.93% of portfolio
353,000
Q3 2025 Added 3.69%
$0
$29.5 Million 0.89% of portfolio
621,592
Q3 2025 Added 3.81%
$0
$29.5 Million 0.89% of portfolio
687,128
Q3 2025 Reduced 12.39%
$0
$29 Million 0.87% of portfolio
570,817
Q3 2025 Reduced 2.33%
$130B
$27.5 Million 0.83% of portfolio
77,280
Q3 2025 Reduced 4.3%
$0
$27.6 Million 0.83% of portfolio
932,529
Q3 2025 Reduced 2.85%
$0
$26.8 Million 0.81% of portfolio
962,142
Q3 2025 Reduced 4.05%
$0
$26.8 Million 0.8% of portfolio
789,724
Q3 2025 Reduced 5.2%
$0
$24.2 Million 0.73% of portfolio
962,249
Q3 2025 Added 2.79%
$0
$23.2 Million 0.7% of portfolio
638,073
Q3 2025 Added 1.12%
$0
$21.3 Million 0.64% of portfolio
256,752
Q3 2025 Added 8.09%
$0
$20.2 Million 0.61% of portfolio
408,874
Q3 2025 Added 2.25%
$0
$19.5 Million 0.59% of portfolio
227,415
Q3 2025 Reduced 0.09%
$0
$19.4 Million 0.58% of portfolio
59,151
Q3 2025 Reduced 6.35%
$0
$18.8 Million 0.56% of portfolio
77,528
Q3 2025 Added 11.11%
$0
$18.5 Million 0.56% of portfolio
327,714
Q3 2025 Added 1.28%
$0
$18.3 Million 0.55% of portfolio
27,531
Q3 2025 Added 1.7%
$0
$17.5 Million 0.53% of portfolio
28,602
Q3 2025 Added 30.88%
$0
$17.7 Million 0.53% of portfolio
259,199
Q3 2025 Added 0.99%
$0
$17.3 Million 0.52% of portfolio
216,706
Q3 2025 Added 0.78%
$0
$17.2 Million 0.52% of portfolio
701,024
Q3 2025 Added 2.31%
$0
$16.9 Million 0.51% of portfolio
536,241
Q3 2025 Added 0.24%
$0
$16.9 Million 0.51% of portfolio
379,065
Q3 2025 Added 0.79%
$0
$16.9 Million 0.51% of portfolio
155,608
Q3 2025 Added 3.08%
$0
$16.7 Million 0.5% of portfolio
59,153
Q3 2025 Added 61.74%
$0
$16.5 Million 0.5% of portfolio
275,975
Q3 2025 Added 1.83%
$0
$15.8 Million 0.48% of portfolio
263,001
Q3 2025 Added 0.45%
$0
$15.5 Million 0.47% of portfolio
286,192
Q3 2025 Added 2.85%
$0
$14.5 Million 0.44% of portfolio
479,199
Q3 2025 Added 9.51%
$0
$14.4 Million 0.43% of portfolio
382,554
Q3 2025 Added 4.22%
$0
$13.6 Million 0.41% of portfolio
199,965
Q3 2025 Reduced 13.56%
$0
$13.3 Million 0.4% of portfolio
233,536
Q3 2025 Reduced 4.1%
$0
$12.6 Million 0.38% of portfolio
174,846
Q3 2025 Added 1.0%
$0
$12.7 Million 0.38% of portfolio
194,002
Q3 2025 Reduced 38.74%
$0
$12.6 Million 0.38% of portfolio
206,956
Q3 2025 Added 4.7%
$0
$12.4 Million 0.37% of portfolio
179,915
Q3 2025 Added 0.95%
$0
$12.2 Million 0.37% of portfolio
253,957
Q3 2025 Added 2.33%
$0
$11.5 Million 0.34% of portfolio
182,298
Q3 2025 Reduced 2.25%
$0
$11.3 Million 0.34% of portfolio
245,531
Q3 2025 Added 3.5%

Summary

  • Portfolio
  • No. of Stocks 932
  • Current Value $3.33 Billion
  • Prior Value $3.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 63 stocks
  • Additional Purchases 504 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 333 stocks
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