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CIK: 0001599747
Total reported value
$3.5B
$3.5B
897 檔
9.6%
At the close of Q2 2025, Dynamic Advisor Solutions LLC disclosed equity holdings valued at approximately $3.5B, spread across 897 reported holdings.
During Q2 2025, 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 897 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.17% | -1.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.21% | -0.72% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.95% | -0.10% | +1.45% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.07% | +3.17% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.01% | -5.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.12% | -33.71% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.34% | +0.02% | -7.50% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.32% | +0.03% | -2.76% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.03% | +8.61% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.24% | — | -0.12% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.21% | +0.17% | +1.27% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.10% | -5.00% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.69% | +7.45% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.97% | +0.02% | +5.44% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.94% | +0.09% | +0.01% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.91% | -0.02% | +9.01% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.05% | -1.89% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.08% | +6.83% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.05% | +2.53% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.07% | +1.12% | |
| 21 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.87% | +0.02% | +2.91% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.86% | -0.02% | +8.39% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.83% | +0.14% | +3.93% | |
| 24 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.80% | +0.06% | +2.14% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.12% | +6.33% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.16% | -6.32% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.03% | +2.46% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.01% | -0.25% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.09% | -1.46% | |
| 30 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.72% | -0.02% | +1.53% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.12% | +8.89% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.03% | +0.97% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.66% | — | +1.55% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | +1.57% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.03% | -2.06% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.61% | -0.02% | +3.49% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.01% | +2.55% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.23% | -47.46% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.01% | -31.20% | |
| 40 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.52% | +0.10% | -0.69% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.18% | +0.73% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.04% | +2.43% | |
| 43 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.52% | -0.01% | +4.64% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | — | +4.32% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.50% | +0.01% | +1.10% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | — | +0.51% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.48% | — | +8.07% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.48% | +0.02% | -3.70% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.01% | -7.63% | |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.47% | -0.01% | +1.28% |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 897 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, DFCF) accounted for 9.6% of total reported equity market value during Q2 2025.
During Q2 2025, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (2.8%)、MSFT (2.3%)、DFCF (1.9%). The largest single position, AAPL, represented 2.8% of total portfolio value.
In Q2 2025, 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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