Dynamic Advisor Solutions LLC
CIK 1599747
13F filing for Q2 2026・No. 1,157
- Holdings
- US$3.53B
- Quarter change
- +US$356.05M
- Entries
- 1,045
- Net bought (estimate)
- +US$37.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 122
- Sold out 52
- Cut 411
- Added 468
- Corporate actions 4
- Unchanged 29
Largest holdings
1,030 stocks worth US$3.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 390,317 | US$112.94M | 3.21% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 854,513 | US$75.09M | 2.14% |
| NVDANvidiaCOM | Cut | 306,725 | US$61.37M | 1.75% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Added | 359,896 | US$51.07M | 1.45% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 1,095,153 | US$49.82M | 1.42% |
| MSFTMicrosoftCOM | Cut | 124,487 | US$46.44M | 1.32% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 566,467 | US$46.42M | 1.32% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Added | 1,198,872 | US$44.2M | 1.26% |
| QQQInvesco QQQUNIT SER 1 | Cut | 59,533 | US$43.84M | 1.25% |
| AMZNAmazonCOM | Cut | 169,533 | US$40.41M | 1.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.