account_balance
Investment manager · 13F filer · SEC CIK 1599747
Dynamic Advisor Solutions LLC
Reported value$3.51Bas of Jun 30, 2026
Positions1,030 122 new, 52 sold out
Top 10 weight16.3%AAPL alone is 3%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.2%
SPYMSPDR Series Trust
2.1%
NVDANvidia Corporation
1.7%Trimmed −4%
GSLCGoldman Sachs ETF Tr
1.5%Added +11%
FBNDFidelity Merrimack STR Tr
1.4%Added +13%
MSFTMicrosoft Corp
1.3%Trimmed −5%
DFUSDimensional ETF Trust
1.3%
SCHMSchwab Strategic Tr
1.3%Added +5%
QQQInvesco QQQ Tr
1.2%Trimmed −4%
AMZNAmazon Com Inc
1.2%Trimmed −5%
FNDFSchwab Strategic Tr
1.1%Added +5%
SCHXSchwab Strategic Tr
1.1%Added +6%
AAPLApple Inc
3.2%
SPYMSPDR Series Trust
2.1%
NVDA1.7%GSLC1.5%FBND1.4%MSFT1.3%DFUS1.3%SCHM1.3%QQQ1.2%AMZN1.2%FNDF1.1%SCHX1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.2% HeldSPYM SPDR Series Trust 2.1% HeldNVDA Nvidia Corporation 1.7% Trimmed −4%GSLC Goldman Sachs ETF Tr 1.5% Added +11%FBND Fidelity Merrimack STR Tr 1.4% Added +13%MSFT Microsoft Corp 1.3% Trimmed −5%DFUS Dimensional ETF Trust 1.3% HeldSCHM Schwab Strategic Tr 1.3% Added +5%QQQ Invesco QQQ Tr 1.2% Trimmed −4%AMZN Amazon Com Inc 1.2% Trimmed −5%FNDF Schwab Strategic Tr 1.1% Added +5%SCHX Schwab Strategic Tr 1.1% Added +6%
What changed