Dynamic Advisor Solutions LLC
CIK
1599747
City
PHOENIX
State / Country
AZ
Top Portfolio Positions
425 positions ·
$1,296,253,532 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,291 | $101,843,642 | 7.86% | |
| NVDA |
Nvidia Corp
Technology
|
318,684 | $55,578,489 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
131,358 | $48,624,790 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,043 | $37,081,015 | 2.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
61,706 | $35,615,469 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
119,341 | $34,317,697 | 2.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
85,477 | $31,776,074 | 2.45% | |
| AVGO |
Broadcom Inc.
Technology
|
93,903 | $29,063,917 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
81,031 | $23,836,078 | 1.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
40,829 | $23,359,495 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,734 | 108,361 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $872,950 | 101,624 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $796,952 | 89,646 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $657,595 | 75,068 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $606,008 | 68,943 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $577,225 | 65,297 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $584,543 | 68,689 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $624,751 | 72,393 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $626,286 | 72,236 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $578,643 | 70,309 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $648,862 | 73,235 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $667,254 | 72,924 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $621,068 | 68,025 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $610,492 | 67,309 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $720,409 | 68,415 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $822,528 | 68,487 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $972,192 | 71,590 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $933,582 | 70,247 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $892,319 | 68,064 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $786,326 | 64,665 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $888,295 | 71,579 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $721,832 | 64,220 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $649,774 | 59,286 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $567,577 | 59,370 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||