13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599747
Total reported value
$3.5B
$3.5B
932 檔
10.9%
As reported in its official Q3 2025 Form 13F filing, Dynamic Advisor Solutions LLC's tracked investment portfolio stood at $3.5B with 932 total positions.
In Q3 2025, Dynamic Advisor Solutions LLC displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 932 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.17% | -0.32% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.21% | +0.18% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | -0.01% | +4.80% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.90% | -0.10% | +2.77% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.07% | +2.99% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.34% | +0.03% | -0.30% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.33% | +0.02% | +4.47% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.31% | — | +3.98% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.03% | +2.55% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.12% | -26.85% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.23% | +0.17% | +1.03% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.07% | +2.06% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.69% | +7.27% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | -0.10% | +3.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.03% | +0.26% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.05% | -2.66% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | +0.09% | +0.87% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | +0.05% | +3.69% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.86% | +0.02% | +3.81% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.86% | +0.02% | -12.39% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.84% | -0.02% | -2.33% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.08% | +0.47% | |
| 23 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.80% | +0.06% | +1.09% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | +0.14% | -2.85% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.16% | -4.30% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.12% | -4.05% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.78% | -0.02% | -5.20% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.01% | -0.98% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.70% | -0.02% | +2.79% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.03% | +1.12% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | — | -0.09% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.09% | +0.51% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.03% | +8.09% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.58% | -0.02% | +2.25% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.06% | -4.81% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.23% | -6.35% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.02% | +11.11% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +2.93% | |
| 39 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.54% | +0.10% | +1.28% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.04% | +1.70% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.18% | +0.06% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | +0.01% | +0.99% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.14% | +30.88% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.50% | -0.01% | +0.78% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.11% | -0.51% | |
| 46 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.50% | -0.01% | +2.31% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | — | +0.79% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | +0.02% | +0.24% | |
| 49 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.49% | — | +3.08% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +61.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +4.80% | Trim |
| 2 | TSLA | Tesla Inc | +0.4% | +2.06% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +0.18% | Trim |
| 4 | AVGO | Broadcom Inc | +0.4% | -2.66% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.26% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +19.80% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.3% | +61.74% | Add |
| 8 | IYW | Ishares Ustechnology ETF | +0.2% | +1.67% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.27% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.99% | Add |
| 11 | ICSH | Ishares Ultra Short Duration | +0.2% | +6.36% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.55% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +0.47% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | Add |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +19.76% | Add |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +199.77% | Add |
| 17 | ASTS | Ast Spacemobile Inc | +0.1% | +11.00% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +9.80% | Add |
| 19 | DFAC | Dimensional US Core Equity 2 | +0.1% | +3.98% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +30.95% | Add |
| 21 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +1.03% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.98% | Trim |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | +11.11% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +0.55% | Trim |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.69% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +30.88% | Add |
| 27 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.87% | Add |
| 28 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.05% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.70% | Add |
| 30 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.30% | Trim |
| 31 | DFAI | Dimensional International Co | 0% | +1.12% | Add |
| 32 | JHMM | John Hancock Multi Fact Mid | 0% | +1.09% | Add |
| 33 | SCHM | Schwab US Mid Cap ETF | — | -2.85% | Add |
| 34 | AAPL | Apple Inc | 0% | -0.32% | Trim |
| 35 | EOG | Eog Resources Inc | -0.1% | -76.79% | Trim |
| 36 | TXN | Texas Instruments Inc | -0.1% | -28.02% | Trim |
| 37 | DFCF | Dimensional Core Fixed Inc | -0.1% | +2.77% | Add |
| 38 | SCHG | Schwab US Large-cap Growth | -0.1% | -34.34% | Trim |
| 39 | ACN | Accenture plc | -0.2% | -5.06% | Trim |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -38.74% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -2.41% | Trim |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +0.78% | Trim |
| 43 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -83.91% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.3% | -81.43% | Trim |
| 45 | VTV | Vanguard Value ETF | -0.4% | -57.88% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -6.35% | Trim |
| 47 | IWD | Ishares Russell 1000 Value E | -0.8% | -58.69% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1% | -26.85% | Trim |
| 49 | VPLS | Vanguard Core-plus Bond ETF | — | NEW | New buy |
| 50 | WCMI | Ft Wcm International ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 932 disclosed positions in Q3 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, MSFT, NVDA) accounted for 10.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VPLS
市值: $6.1M
Top Position Liquidated / Trimmed
AAPL
前期市值: $100.0M
During Q3 2025, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (3.3%)、MSFT (2.3%)、NVDA (1.9%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q3 2025, Dynamic Advisor Solutions LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 20 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.