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CIK: 0001599747
Total reported value
$3.5B
$3.5B
843 檔
9.5%
According to the latest 13F quarterly dataset, Dynamic Advisor Solutions LLC managed an equity portfolio of $3.5B at the end of Q1 2025, spanning 843 distinct U.S. exchange-listed positions.
In Q1 2025, Dynamic Advisor Solutions LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 843 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.17% | -1.11% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.28% | +0.12% | -5.54% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.04% | -0.10% | +1.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.21% | -0.19% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | +0.07% | — | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.54% | +0.02% | +3.18% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.31% | +0.03% | +0.39% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | -0.01% | +0.48% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -0.10% | — | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | — | +3.55% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.15% | +0.17% | +9.53% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.03% | +0.91% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.23% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.69% | +3.07% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | +0.09% | — | |
| 16 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.90% | +0.02% | +3.56% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.89% | -0.02% | +87.39% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.89% | +0.02% | — | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.84% | -0.02% | -11.35% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | +0.05% | +4.14% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | — | -0.22% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.16% | +5.95% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.01% | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | +0.14% | — | |
| 25 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.78% | +0.06% | +11.24% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.09% | -1.51% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.75% | -0.02% | +1.28% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.07% | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.12% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | -0.12% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.03% | -1.11% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.08% | +9.66% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | -3.90% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.12% | — | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.03% | +121.10% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | — | — | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.64% | -0.03% | +1.58% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.18% | +2.04% | |
| 39 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.63% | -0.02% | +1.43% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.01% | +4.51% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.05% | -2.32% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | — | +4.84% | |
| 43 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.51% | -0.01% | +3.54% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.51% | — | +1.03% | |
| 45 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.50% | +0.10% | +13.80% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.50% | +0.01% | +1.46% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | -0.01% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.04% | -80.90% | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | +0.02% | +1.85% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | — | -2.10% |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 843 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, DFCF) accounted for 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $100.0M
During Q1 2025, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (3.3%)、QQQ (2.3%)、DFCF (2.0%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q1 2025, Dynamic Advisor Solutions LLC made 50 total portfolio adjustments, initiating 50 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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