Dynamic Advisor Solutions LLC: 13F holdings
CIK 15997472026Q2
| Positions | 1,030 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 1,030 (+70 vs prior quarter) |
|---|
| Reported value | $3.5bn (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 390,317 | $112.9m | 3.2% |
| SPYM SPDR SERIES TRUST | 854,513 | $75.1m | 2.1% |
| NVDA NVIDIA CORPORATION | 306,725 | $61.4m | 1.7% |
| GSLC GOLDMAN SACHS ETF TR | 359,896 | $51.1m | 1.4% |
| FBND FIDELITY MERRIMACK STR TR | 1,095,153 | $49.8m | 1.4% |
| MSFT MICROSOFT CORP | 124,487 | $46.4m | 1.3% |
| DFUS DIMENSIONAL ETF TRUST | 566,467 | $46.4m | 1.3% |
| SCHM SCHWAB STRATEGIC TR | 1,198,872 | $44.2m | 1.3% |
| QQQ INVESCO QQQ TR | 59,533 | $43.8m | 1.2% |
| AMZN AMAZON COM INC | 169,533 | $40.4m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599747")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples