Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
Dynamic Advisor Solutions LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.96 Billion distributed in 932 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Microsoft Corp with a value of $68.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $65.7M, Nvidia Corp with a value of $57.1M, and Fidelity Merrimack Str Tr Tota with a value of $43.1M.
Examining the 13F form we can see an decrease of $371M in the current position value, from $3.33B to 2.96B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.96 Billion
ETFs: $1.76 Billion
Technology: $378 Million
Financial Services: $167 Million
Consumer Cyclical: $122 Million
Communication Services: $108 Million
Healthcare: $106 Million
Industrials: $102 Million
Consumer Defensive: $63.6 Million
Other: $127 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 932
- Current Value $2.96 Billion
- Prior Value $3.33 Billion
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 79 stocks
- Additional Purchases 308 stocks
- Sold out of 0 stocks
- Reduced holdings in 515 stocks