CIK 1599747
Dynamic Advisor Solutions LLC
Institutional 13F holdings & portfolio
Holdings
932
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 385K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 832K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 136K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 306K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 932K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 323K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 555K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 66K | $1M+ | SH |
| AMZN | AMAZON COM INC | 174K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 61K | $1M+ | SH |
| GOOGL | ALPHABET INC | 121K | $1M+ | SH |
| TSLA | TESLA INC | 83K | $1M+ | SH |
| AVGO | BROADCOM INC | 97K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| IVV | ISHARES TR | 48K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 713K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 736K | $1M+ | SH |
| IEFA | ISHARES TR | 345K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 599K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 400K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 734K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 593K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 814K | $1M+ | SH |
| META | META PLATFORMS INC | 40K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 79K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 866K | $1M+ | SH |
| SHY | ISHARES TR | 262K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 290K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 319K | $1M+ | SH |
| GLD | SPDR GOLD TR | 52K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 666K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 313K | $1M+ | SH |
| GOOG | ALPHABET INC | 62K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 503K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 759K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 36K | $1M+ | SH |
| EMGF | ISHARES INC | 312K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 26K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 221K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 20K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 272K | $1M+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED F | 154K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 106K | $1M+ | SH |
| WMT | WALMART INC | 139K | $1M+ | SH |
| FLHY | FRANKLIN TEMPLETON ETF TR | 609K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 83K | $1M+ | SH |
| HD | HOME DEPOT INC | 42K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 203K | $1M+ | SH |
| DGRO | ISHARES TR | 204K | $1M+ | SH |