Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dynamic Advisor Solutions LLC (CIK 1599747) reported $3.17B across 950 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($99.0M, 3.12%), SPLG ($65.2M, 2.06%), NVDA ($55.6M, 1.75%), MSFT ($48.6M, 1.53%), FBND ($44.2M, 1.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $99.0M | 3.12% | 401,291 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $65.2M | 2.06% | 852,472 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $55.6M | 1.75% | 318,684 | Added |
| 4 | MSFT | MICROSOFT CORP | $48.6M | 1.53% | 131,358 | Trimmed |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $44.2M | 1.39% | 968,669 | Added |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $40.8M | 1.29% | 575,203 | Added |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $40.6M | 1.28% | 324,786 | Added |
| 8 | AMZN | AMAZON COM INC | $37.1M | 1.17% | 178,043 | Added |
| 9 | FNDF | SCHWAB STRATEGIC TR | $35.5M | 1.12% | 725,123 | Added |
| 10 | QQQ | INVESCO QQQ TR | $35.6M | 1.12% | 61,706 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $35.3M | 1.11% | 1.1M | Added |
| 12 | GOOGL | ALPHABET INC | $34.3M | 1.08% | 119,341 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $32.9M | 1.04% | 1.3M | Added |
| 14 | IVV | ISHARES TR | $32.4M | 1.02% | 49,570 | Added |
| 15 | IEFA | ISHARES TR | $32.2M | 1.01% | 355,700 | Added |
| 16 | TSLA | TESLA INC | $31.8M | 1.00% | 85,477 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $31.1M | 0.98% | 52,126 | Trimmed |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $31.2M | 0.98% | 738,954 | Added |
| 19 | BND | VANGUARD BD INDEX FDS | $30.7M | 0.97% | 417,425 | Added |
| 20 | JPST | J P MORGAN EXCHANGE TRADED F | $30.5M | 0.96% | 603,143 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $29.1M | 0.92% | 749,174 | Added |
| 22 | AVGO | BROADCOM INC | $29.1M | 0.92% | 93,903 | Trimmed |
| 23 | SPIB | SPDR SERIES TRUST | $29.0M | 0.91% | 863,998 | Added |
| 24 | GTO | INVESCO ACTIVELY MANAGED EXC | $28.9M | 0.91% | 616,515 | Added |
| 25 | SCHA | SCHWAB STRATEGIC TR | $25.5M | 0.80% | 877,551 | Added |
Source: SEC Form 13F filings · as of 2026-03-31