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
$1.79 Million 0.05% of portfolio
66,533
Q3 2025 Added 18.93%
$0
$1.54 Million 0.05% of portfolio
31,303
Q3 2025 Added 28.72%
$0
$1.5 Million 0.05% of portfolio
20,827
Q3 2025 Added 12.12%
$0
$1.8 Million 0.05% of portfolio
41,511
Q3 2025 Reduced 3.94%
$0
$1.73 Million 0.05% of portfolio
34,370
Q3 2025 Added 5.55%
$0
$1.55 Million 0.05% of portfolio
77,138
Q3 2025 Added 50.06%
$0
$1.81 Million 0.05% of portfolio
30,112
Q3 2025 Reduced 6.45%
$0
$1.64 Million 0.05% of portfolio
52,468
Q3 2025 Added 0.89%
$0
$1.8 Million 0.05% of portfolio
57,096
Q3 2025 Reduced 13.85%
$0
$1.67 Million 0.05% of portfolio
4,574
Q3 2025 Reduced 8.63%
$0
$1.68 Million 0.05% of portfolio
36,299
Q3 2025 Added 28.53%
$0
$1.59 Million 0.05% of portfolio
62,193
Q3 2025 Added 8.25%
$0
$1.74 Million 0.05% of portfolio
16,893
Q3 2025 Reduced 1.98%
$0
$1.48 Million 0.04% of portfolio
31,610
Q3 2025 Added 7.39%
$0
$1.47 Million 0.04% of portfolio
10,306
Q3 2025 Added 0.54%
$0
$1.23 Million 0.04% of portfolio
7,942
Q3 2025 Added 6.26%
$0
$1.39 Million 0.04% of portfolio
37,324
Q3 2025 Added 1.49%
$0
$1.43 Million 0.04% of portfolio
10,803
Q3 2025 Reduced 1.48%
$66.2B
$1.23 Million 0.04% of portfolio
16,968
Q3 2025 Added 10.11%
$0
$1.47 Million 0.04% of portfolio
4,492
Q3 2025 Added 0.51%
$0
$1.47 Million 0.04% of portfolio
37,215
Q2 2025 Reduced 1.02%
$0
$1.22 Million 0.04% of portfolio
15,120
Q3 2025 Added 0.27%
$0
$1.4 Million 0.04% of portfolio
12,581
Q3 2025 Added 33.41%
$0
$1.42 Million 0.04% of portfolio
6,787
Q3 2025 Reduced 0.25%
$0
$1.18 Million 0.04% of portfolio
11,738
Q3 2025 Reduced 2.75%
$0
$1.27 Million 0.04% of portfolio
23,842
Q3 2025 Added 3.89%
$0
$1.47 Million 0.04% of portfolio
25,711
Q3 2025 Reduced 0.76%
$0
$1.41 Million 0.04% of portfolio
41,221
Q3 2025 Reduced 0.88%
$0
$1.31 Million 0.04% of portfolio
17,251
Q3 2025 Added 11.84%
$0
$1.48 Million 0.04% of portfolio
7,622
Q3 2025 Reduced 3.63%
$0
$1.18 Million 0.04% of portfolio
17,479
Q3 2025 Added 0.39%
$0
$1.19 Million 0.04% of portfolio
11,791
Q3 2025 Reduced 0.99%
$0
$1.23 Million 0.04% of portfolio
25,811
Q3 2025 Reduced 2.78%
$0
$1.33 Million 0.04% of portfolio
31,252
Q3 2025 Added 63.55%
$0
$1.34 Million 0.04% of portfolio
31,365
Q3 2025 Added 6.85%
$0
$1.18 Million 0.04% of portfolio
10,672
Q3 2025 Added 2.7%
$0
$1.25 Million 0.04% of portfolio
78,578
Q3 2025 Reduced 0.56%
$0
$1.29 Million 0.04% of portfolio
54,282
Q3 2025 Added 25.48%
$0
$1.28 Million 0.04% of portfolio
24,571
Q3 2025 Added 2.49%
$0
$1.05 Million 0.03% of portfolio
20,529
Q3 2025 Reduced 10.17%
$0
$907,000 0.03% of portfolio
21,489
Q3 2025 Added 13.39%
$0
$898,000 0.03% of portfolio
10,323
Q3 2025 Added 1.7%
$0
$1.03 Million 0.03% of portfolio
9,331
Q3 2025 Reduced 4.99%
$0
$1.1 Million 0.03% of portfolio
8,738
Q3 2025 Reduced 1.02%
$0
$875,000 0.03% of portfolio
19,126
Q3 2025 Reduced 0.43%
$0
$877,000 0.03% of portfolio
7,943
Q3 2025 Reduced 34.3%
$0
$898,000 0.03% of portfolio
15,427
Q3 2025 Reduced 3.56%
$0
$1.15 Million 0.03% of portfolio
36,797
Q3 2025 Added 6.33%
$0
$880,000 0.03% of portfolio
17,950
Q3 2025 Added 25.06%

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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