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 Market Cap. of $300 Millions to $2 Billions
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