Dynamic Advisor Solutions LLC

CIK

1599747

Location

PHOENIX, AZ

Portfolio Value

Mid $3,360,565,010

Diversification

Diversified

Filing Date

Global Rank

#1,133 / 8,817 ▼ 41 · as of Jun 2026

Top Industry

Semiconductors 11.4%

Period ended 27 days ago

Filed Oct 13, 2026 · 14d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 37.6%, 45.8 effective positions, active share 54.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.0 quarters (12+), a floor since 32.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 54.4%; sector active share 47.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,026 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.3%

−0.0 pts

Top 5

28.1%

+0.7 pts

Top 10

39.4%

+1.9 pts

HHI

227

Diversified+9

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.0%	$1,983,695,462	560
Technology	14.2%	$477,208,586	82
Financial Services	5.3%	$177,811,196	114
Industrials	3.9%	$129,512,931	57
Healthcare	3.6%	$122,646,081	46
Communication Services	3.6%	$121,410,488	21
Consumer Cyclical	3.4%	$115,442,770	32
Consumer Defensive	2.1%	$70,260,810	26
Energy	2.0%	$65,783,654	30
Utilities	1.1%	$36,498,347	19
Basic Materials	1.0%	$33,765,891	22
Real Estate	0.8%	$26,528,794	17

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	+68,492	1,423,205	$42,696,150
ICSH	iShares Ultra Short Duration Bond Active ETF	+55,642	202,267	$10,194,256
USAR	USA Rare Earth, Inc.	+46,036	116,675	$1,642,784
BHP	BHP Group Ltd	+45,242	47,782	$4,053,824
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+41,996	199,773	$3,224,336
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+41,902	139,792	$14,056,085
XSVN	BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	+37,160	141,142	$6,300,578
FBND	Fidelity Total Bond ETF	+35,945	1,131,098	$48,976,543
SCIO	First Trust Structured Credit Income Opportunities ETF	+35,753	160,186	$3,192,506
BSCW		+34,074	172,482	$3,378,059
JPST	JPMorgan Ultra-Short Income ETF	+31,980	686,831	$34,595,677
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+30,448	967,952	$31,245,490
XTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	+30,433	147,402	$7,060,555
ASTS	AST SpaceMobile, Inc.	+29,062	200,037	$11,774,177
SAN	Banco Santander, S.A.	+26,341	48,378	$669,067
LYG	Lloyds Banking Group plc	+25,476	39,732	$223,691
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	+25,372	140,447	$2,827,198
SHY	iShares 1-3 Year Treasury Bond ETF	+25,325	286,510	$23,264,612
AAPL	Apple Inc.	+24,211	414,528	$138,046,114
NVDA	Nvidia Corp	+23,655	330,380	$75,452,184
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+23,066	877,579	$78,771,491
CGMS	Capital Group U.S. Multi-Sector Income ETF	+21,744	151,380	$3,970,697
PPT	Franklin Premier Income Trust	+21,152	57,039	$187,087
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+20,548	268,968	$20,777,778
SCHM	Schwab U.S. Mid-Cap ETF	+20,267	1,219,139	$41,475,108
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BHK	Blackrock Core Bond Trust	−443,313	36,195	$296,799
PTY	Pimco Corporate & Income Opportunity Fund	−343,317	39,033	$429,753
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	−65,743	35,281	$861,914
SCHO	Schwab Short-Term U.S. Treasury ETF	−65,729	169,657	$4,048,016
VGSR	Vert Global Sustainable Real Estate ETF	−53,810	48,188	$511,852
UL	Unilever PLC	−46,097	14,787	$898,014
XAGG	Eaton Vance Income Opportunities ETF	−32,948	4,478	$215,638
VZ	Verizon Communications Inc	−29,676	59,089	$2,710,412
CX	Cemex Sab De CV	−28,975	13,757	$130,829
ET	Energy Transfer LP	−28,184	70,684	$0
FLOT	iShares Floating Rate Bond ETF	−27,766	15,994	$816,493
BKLN	Invesco Ltd.	−20,131	16,196	$0
CGUS	Capital Group Core Equity ETF	−14,694	93,568	$4,163,776
INMU		−14,085	48,875	$1,118,748
CIK	Ubs Asset Management Income Fund, Inc.	−13,449	60,028	$140,465
BPRE	Bluerock Private Real Estate Fund	−12,990	77,682	$974,132
IFRA	iShares U.S. Infrastructure ETF	−12,688	4,011	$220,725
EFA	iShares MSCI EAFE ETF	−12,524	39,110	$4,063,137
—		−11,460	17,718	$0
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−11,439	121,273	$4,783,007
AMT	American Tower Corp	−11,352	5,955	$974,773
WRN	Western Copper & Gold Corp	−10,972	25,168	$55,621
IYW	iShares, Inc.	−10,098	29,855	$0
CSCO	Cisco Systems, Inc.	−9,971	70,431	$7,580,488
BAC	Bank Of America Corp	−9,969	91,189	$4,963,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	67,814	$1,890,654
WSO	Watsco Inc	2,522	$763,384
FDL	First Trust Morningstar Dividend Leaders Index Fund	15,497	$761,057
GENB	Generate Biomedicines, Inc.	40,816	$613,056
TAFI	AB Tax-Aware Short Duration Municipal ETF	23,100	$567,798
SONY	Sony Group Corp	22,979	$540,695
NLY	Annaly Capital Management Inc	28,232	$533,302
PDD	PDD Holdings Inc.	5,026	$391,726
HDB	Hdfc Bank Ltd	17,249	$385,342
CAIE	Calamos Autocallable Income ETF	13,554	$360,807
AFL	Aflac Inc	2,662	$297,558
SNY	Sanofi	7,054	$290,836
KB	KB Financial Group Inc.	2,289	$281,775
WDAY	Workday, Inc.	1,469	$279,785
IGHG	ProShares Investment Grade-Interest Rate Hedged	3,589	$279,008
EQNR	Equinor ASA	6,648	$276,556
EQH	Equitable Holdings, Inc.	5,369	$275,268
IUSG	iShares Core S&P U.S. Growth ETF	1,415	$274,156
AU	AngloGold Ashanti PLC	2,886	$271,139
PLXS	Plexus Corp	1,018	$265,647
POCT		5,413	$259,228
EBAY	Ebay Inc	2,407	$255,262
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	9,012	$251,164
ZAUG		8,941	$249,301
JKHY	Jack Henry & Associates Inc	1,730	$247,805
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	235,557	$9,829,793
DFAR	Dimensional US Real Estate ETF	308,340	$8,066,174
—		88,589	$2,624,980
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	36,221	$1,829,160
OKE	Oneok Inc	17,363	$1,509,539
CSHI	NEOS Enhanced Income 1-3 Month T-Bill ETF	29,345	$1,461,674
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	25,175	$1,389,156
PRMB	Primo Brands Corp	54,329	$1,327,800
CVSB	Calvert Ultra-Short Investment Grade ETF	25,370	$1,284,736
VNT	Vontier Corp	39,848	$1,155,592
HASI	HA Sustainable Infrastructure Capital, Inc.	28,447	$1,110,855
ESAB	ESAB Corp	11,137	$1,098,442
ICFI	ICF International, Inc.	13,355	$973,045
ALC	Alcon Inc	14,268	$957,382
MBSF	REGAN FLOATING RATE MBS ETF	36,407	$934,749
LTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	18,423	$933,124
RSSS	Research Solutions, Inc.	365,599	$848,189
ENOV	Enovis CORP	40,070	$829,449
NTIC	Northern Technologies International Corp	91,695	$784,909
BGRN	iShares USD Green Bond ETF	16,440	$780,456
AKRE	Professionally Managed Portfolios	14,117	$750,883
VRIG	Invesco Variable Rate Investment Grade ETF	26,492	$664,154
JAPN	Horizon Kinetics Japan Owner Operator ETF	27,084	$609,119
TTEK	Tetra Tech Inc	20,443	$590,598
—		5,593	$555,832
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,026 tracked positions · $3,360,565,010 total · filing declares 1,029 positions · $3,523,097,391 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,026 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	414,528	+12,711	$138,046,114	+18.7%	4.11%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	877,579	+23,066	$78,771,491	+4.9%	2.34%
NVDA	Nvidia Corp Technology	Added	330,380	+22,655	$75,452,184	+22.5%	2.25%
MSFT	Microsoft Corp Technology	Added	127,659	+3,172	$65,476,301	+41.0%	1.95%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Added	366,890	+6,994	$53,213,725	+4.2%	1.58%
FBND	Fidelity Total Bond ETF	Added	1,131,098	+35,945	$48,976,543	−1.7%	1.46%
QQQ	Invesco Qqq Trust, Series 1	Added	66,016	+6,483	$48,836,656	+11.4%	1.45%
DFUS	Dimensional U.S. Equity Market ETF	Added	570,211	+3,744	$47,344,619	+2.0%	1.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	172,814	+3,281	$43,056,608	+6.6%	1.28%
SCHX	Schwab U.S. Large-Cap ETF	Added	1,423,205	+68,492	$42,696,150	+7.1%	1.27%
SCHM	Schwab U.S. Mid-Cap ETF	Added	1,219,139	+20,267	$41,475,108	−6.2%	1.23%
FNDF	Schwab Fundamental International Equity ETF	Added	767,776	+8,297	$41,267,960	+3.0%	1.23%
VOO	VANGUARD 500 INDEX FUND	Reduced	57,035	-520	$39,973,550	+1.1%	1.19%
GOOGL	Alphabet Inc. Communication Services	Added	114,691	+4,596	$39,462,879	+0.3%	1.17%
IEFA	iShares Core MSCI EAFE ETF	Added	395,723	+8,732	$38,337,644	+2.6%	1.14%
JPST	JPMorgan Ultra-Short Income ETF	Added	686,831	+31,980	$34,595,677	+4.5%	1.03%
AVGO	Broadcom Inc. Technology	Added	92,989	+2,825	$32,656,806	−4.1%	0.97%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	732,200	+3,983	$32,546,290	+0.8%	0.97%
GTO	Invesco Total Return Bond ETF	Added	720,144	+19,481	$32,111,220	−2.2%	0.96%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	967,952	+30,448	$31,245,490	−0.4%	0.93%
META	Meta Platforms, Inc. Communication Services	Added	42,325	+1,161	$30,693,243	+32.4%	0.91%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	436,583	+17,523	$30,626,297	−0.4%	0.91%
DFCF	Dimensional Core Fixed Income ETF	Added	740,234	+4,554	$29,698,188	−4.4%	0.88%
SCHA	Schwab U.S. Small-Cap ETF	Added	905,779	+6,506	$29,555,568	−9.0%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	81,211	+3,336	$28,814,474	−12.0%	0.86%
FVAL	Fidelity Value Factor ETF	Added	340,415	+8,688	$27,491,915	+6.3%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	81,598	-53	$26,995,066	+1.0%	0.80%
JQUA	JPMorgan U.S. Quality Factor ETF	Added	353,000	+4,653	$26,051,400	+3.5%	0.78%
EMGF	iShares Emerging Markets Equity Factor ETF	Added	349,894	+5,706	$25,031,416	−0.7%	0.74%
JHMM	John Hancock Multifactor Mid Cap ETF	Added	349,259	+4,982	$24,972,018	−3.2%	0.74%
GOOG	Alphabet Inc. Communication Services	Added	69,846	+2,371	$23,799,326	−0.2%	0.71%
LLY	ELI LILLY & Co Healthcare	Added	20,121	+1,613	$23,281,606	+4.9%	0.69%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	286,510	+25,325	$23,264,612	+8.5%	0.69%
DFAI	Dimensional International Core Equity Market ETF	Added	519,482	+6,058	$21,522,139	+1.6%	0.64%
CVX	Chevron Corp Energy	Reduced	102,698	-689	$20,971,958	+22.4%	0.62%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	268,968	+20,548	$20,777,778	+5.8%	0.62%
UCON	First Trust Smith Unconstrained Bond ETF	Added	830,800	+14,404	$19,727,346	−2.9%	0.59%
GLD	Spdr Gold Trust	Reduced	50,518	-2,118	$19,239,275	−0.8%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	23,707	-342	$19,221,398	−24.9%	0.57%
VEA	Vanguard FTSE Developed Markets ETF	Added	270,950	+6,142	$19,131,779	+1.4%	0.57%
COST	Costco Wholesale Corp Consumer Defensive	Added	20,531	+423	$18,690,190	−0.6%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	35,322	+245	$17,588,589	+0.2%	0.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	22,832	-4,698	$17,412,368	−15.3%	0.52%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	426,240	+6,799	$16,755,494	−0.7%	0.50%
DGRO	iShares Core Dividend Growth ETF	Reduced	219,813	-262	$16,571,702	−0.6%	0.49%
FLHY	Franklin High Yield Corporate ETF	Added	694,819	+13,541	$16,262,238	−1.7%	0.48%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	287,152	+167	$15,793,360	+0.0%	0.47%
ABBV	AbbVie Inc. Healthcare	Added	60,278	+1,462	$15,768,122	+6.5%	0.47%
DFAS	Dimensional U.S. Small Cap ETF	Added	200,866	+219	$15,551,045	−5.9%	0.46%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	261,919	-54	$15,534,415	−0.7%	0.46%

Showing the top 50 of 1,026 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.