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CIK: 0001599747
Total reported value
$3.5B
$3.5B
945 檔
10.5%
During the Q2 2024 filing period, Dynamic Advisor Solutions LLC (CIK: 0001599747) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 945 reported positions.
During Q2 2024, Dynamic Advisor Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 945 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.17% | -1.16% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.62% | +0.12% | +3.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.21% | +1.61% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.69% | +16.12% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.63% | -0.10% | +126.59% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.01% | +910.43% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.07% | +5.63% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.31% | +0.02% | +22.54% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.21% | +0.03% | +50.62% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.23% | -2.52% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.03% | +13.70% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.04% | — | +46.97% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | -0.10% | +31.35% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.01% | +0.17% | -17.42% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | +0.05% | +11.05% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.89% | — | +488.45% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.01% | +19.78% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | +0.09% | +1.84% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.03% | -0.67% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.76% | +0.14% | +18.00% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.75% | -0.02% | +6.73% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.74% | — | -1.45% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.71% | +0.02% | +115.85% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.09% | +6.97% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.16% | +0.03% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.05% | -3.69% | |
| 27 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.66% | +0.06% | -31.50% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.62% | -0.02% | +25.09% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.01% | +10.69% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | +1.85% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | +2.12% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | +0.12% | +4.04% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | -0.01% | +10.76% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.18% | +10.24% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.12% | +10.09% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +9.95% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.04% | -30.58% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.53% | -0.03% | +56.78% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.53% | — | +2.78% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.07% | +0.93% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.53% | -0.02% | -1.17% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.14% | -5.66% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.01% | +8.40% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | — | +1.19% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | +0.02% | +7.45% | |
| 46 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.47% | -0.02% | +7.71% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.24% | +5.65% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | +0.01% | +43.60% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | +2.38% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.01% | +8.97% |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 945 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 10.5% of total reported equity market value during Q2 2024.
During Q2 2024, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (3.1%)、QQQ (2.6%)、MSFT (2.3%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q2 2024, Dynamic Advisor Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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