Dynamic Advisor Solutions LLC

13F filer · CIK 0001599747

Reported Jul 7, 2026

Net seller this quarter

13F portfolio value$3.53BU.S. long equity reported on 13F

Positions49259 new · 32 closed

Net flow last quarter-$15.1MBuys minus sells

Top 10 positions weight13.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026492 positions
AAPLApple Inc.	$113M	3.20%	0.00%	+0.1%	Q4 2013
NVDANvidia Corp	$61.4M	1.74%	0.00%	-3.8%	Q4 2016
MSFTMicrosoft Corp	$46.4M	1.32%	0.00%	-5.2%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$43.8M	1.24%	Not reported	-3.5%	Q2 2018
AMZNAmazon Com Inc	$40.4M	1.14%	0.00%	-4.8%	Q4 2013
FNDFSchwab Strategic Trust	$40.1M	1.14%	Not reported	+4.7%	Q2 2019
GOOGLAlphabet Inc.	$39.3M	1.11%	0.00%	-7.8%	Q4 2015
AVGOBroadcom Inc.	$34.1M	0.97%	0.00%	-4.0%	Q2 2019
TSLATesla, Inc.	$32.8M	0.93%	0.00%	-8.9%	Q1 2018
JPMJPMorgan Chase & Co	$26.7M	0.76%	0.00%	+0.8%	Q4 2013
CATCaterpillar Inc	$25.6M	0.73%	0.01%	+1.9%	Q4 2013
GOOGAlphabet Inc.	$23.8M	0.68%	Not reported	+7.1%	Q4 2015
METAMeta Platforms, Inc.	$23.1M	0.66%	Not reported	+0.6%	Q2 2014
GLDSPDR Gold Trust	$19.4M	0.55%	0.01%	+0.4%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$19.1M	0.54%	Not reported	-2.5%	Q4 2013
COSTCostco Wholesale Corp	$18.8M	0.53%	0.00%	+2.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$17.6M	0.50%	Not reported	-5.2%	Q4 2013
CVXChevron Corp	$17.1M	0.48%	0.01%	-0.4%	Q4 2013
HDHome Depot, Inc.	$16.5M	0.47%	0.00%	+2.5%	Q2 2017
WMTWalmart Inc.	$15.8M	0.45%	0.00%	-0.3%	Q4 2013
LLYELI LILLY & Co	$15.2M	0.43%	0.00%	+1.3%	Q2 2014
ASTSAST SpaceMobile, Inc.	$15.2M	0.43%	Not reported	+12.6%	Q1 2024
ABBVAbbVie Inc.	$14.8M	0.42%	0.00%	-2.3%	Q4 2016
SHWSherwin Williams Co	$12.8M	0.36%	0.02%	-0.1%	Q1 2017
XOMExxonMobil Holdings Corp	$12.5M	0.35%	0.00%	-3.7%	Q4 2013
VVisa Inc.	$11.8M	0.34%	0.00%	+2.7%	Q4 2013
EMREmerson Electric Co	$10.3M	0.29%	0.01%	-16.9%	Q2 2015
JNJJohnson & Johnson	$10M	0.28%	0.00%	+0.1%	Q4 2013
AMDAdvanced Micro Devices Inc	$9.94M	0.28%	0.00%	-24.3%	Q3 2020
GEVGE Vernova Inc.	$9.83M	0.28%	0.00%	-1.4%	Q2 2024
CSCOCisco Systems, Inc.	$9.44M	0.27%	0.00%	-17.9%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.39M	0.27%	0.00%	-2.1%	Q1 2017
SOSouthern Co	$8.55M	0.24%	0.01%	-6.9%	Q4 2014
GEGeneral Electric Co	$8.42M	0.24%	0.00%	+2.6%	Q3 2021
NOCNorthrop Grumman Corp	$8.37M	0.24%	0.01%	+42.6%	Q1 2018
MSMorgan Stanley	$8.33M	0.24%	0.00%	+9.4%	Q3 2018
MRKMerck & Co., Inc.	$8.26M	0.23%	0.00%	+56.8%	Q4 2013
PEPPepsico Inc	$8.2M	0.23%	0.00%	+1.5%	Q1 2014
PLTRPalantir Technologies Inc.	$8.16M	0.23%	0.00%	-21.1%	Q4 2020
IBMInternational Business Machines Corp	$8M	0.23%	0.00%	+4.4%	Q4 2013
NFLXNetflix Inc	$7.88M	0.22%	0.00%	+58.0%	Q4 2015
GILDGilead Sciences, Inc.	$7.83M	0.22%	0.01%	+11.9%	Q4 2013
KLACKla Corp	$7.75M	0.22%	0.00%	-17.4%	Q1 2022
LAMRLamar Advertising Co	$7.54M	0.21%	Not reported	-0.3%	Q4 2023
GSGoldman Sachs Group Inc	$7.51M	0.21%	0.00%	+49.0%	Q4 2016
INTCIntel Corp	$7.36M	0.21%	0.00%	+2.0%	Q4 2013
AMGNAmgen Inc	$7.33M	0.21%	0.00%	+2.5%	Q4 2013
DUKDuke Energy CORP	$7.17M	0.20%	0.01%	+4.0%	Q2 2018
DEDeere & Co	$6.99M	0.20%	0.00%	-4.1%	Q4 2013
INGING Groep NV	$6.6M	0.19%	0.01%	+0.8%	Q3 2024

Q1 2026Reported Apr 8, 2026463 positions
AAPLApple Inc.	$98.9M	3.12%	0.00%	+1.3%	Q4 2013
NVDANvidia Corp	$55.6M	1.75%	0.00%	+4.1%	Q4 2016
MSFTMicrosoft Corp	$48.6M	1.53%	0.00%	-3.2%	Q1 2014
AMZNAmazon Com Inc	$37.1M	1.17%	0.00%	+2.5%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$35.6M	1.12%	Not reported	-7.2%	Q2 2018
FNDFSchwab Strategic Trust	$35.5M	1.12%	Not reported	+1.6%	Q2 2019
GOOGLAlphabet Inc.	$34.3M	1.08%	0.00%	-1.5%	Q4 2015
TSLATesla, Inc.	$31.8M	1.00%	0.00%	+2.8%	Q1 2018
AVGOBroadcom Inc.	$29.1M	0.92%	0.00%	-3.2%	Q2 2019
JPMJPMorgan Chase & Co	$23.8M	0.75%	0.00%	+2.1%	Q4 2013
METAMeta Platforms, Inc.	$23.4M	0.74%	Not reported	+1.6%	Q2 2014
GLDSPDR Gold Trust	$22.6M	0.71%	0.01%	+1.5%	Q2 2014
CVXChevron Corp	$21.4M	0.67%	0.01%	-2.6%	Q4 2013
COSTCostco Wholesale Corp	$19.7M	0.62%	0.00%	-0.7%	Q4 2013
GOOGAlphabet Inc.	$18.1M	0.57%	Not reported	+2.3%	Q4 2015
BRK.BBerkshire Hathaway Inc	$17.7M	0.56%	Not reported	+2.3%	Q4 2013
WMTWalmart Inc.	$17.3M	0.55%	0.00%	+0.4%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$17M	0.54%	Not reported	+0.3%	Q4 2013
CATCaterpillar Inc	$16.7M	0.53%	0.01%	+11.1%	Q4 2013
XOMExxonMobil Holdings Corp	$16.1M	0.51%	0.00%	-1.1%	Q4 2013
HDHome Depot, Inc.	$15M	0.47%	0.00%	+7.3%	Q2 2017
ABBVAbbVie Inc.	$13.1M	0.41%	0.00%	+2.0%	Q4 2016
PLTRPalantir Technologies Inc.	$13M	0.41%	0.00%	+7.0%	Q4 2020
ASTSAST SpaceMobile, Inc.	$12.6M	0.40%	Not reported	+1.3%	Q1 2024
SHWSherwin Williams Co	$12M	0.38%	0.02%	-0.2%	Q1 2017
LLYELI LILLY & Co	$11.5M	0.36%	0.00%	-29.4%	Q2 2014
EMREmerson Electric Co	$11.4M	0.36%	0.02%	+28.8%	Q2 2015
VVisa Inc.	$10.1M	0.32%	0.00%	+8.8%	Q4 2013
JNJJohnson & Johnson	$9.64M	0.30%	0.00%	-4.2%	Q4 2013
PEPPepsico Inc	$9.27M	0.29%	0.00%	+1.2%	Q1 2014
SOSouthern Co	$9.26M	0.29%	0.01%	+5.4%	Q4 2014
MAMastercard Inc	$8.6M	0.27%	0.00%	+2.5%	Q4 2013
NOCNorthrop Grumman Corp	$7.86M	0.25%	0.01%	-0.8%	Q1 2018
GILDGilead Sciences, Inc.	$7.72M	0.24%	0.00%	+3.0%	Q4 2013
CSCOCisco Systems, Inc.	$7.6M	0.24%	0.00%	-2.8%	Q4 2013
GEVGE Vernova Inc.	$7.4M	0.23%	0.00%	+1.9%	Q2 2024
DUKDuke Energy CORP	$7.13M	0.22%	0.01%	+77.5%	Q2 2018
BSVNBank7 Corp.	$7.1M	0.22%	0.95%	-4.3%	Q1 2014
AMGNAmgen Inc	$6.94M	0.22%	0.00%	-2.5%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.79M	0.21%	0.00%	+2.5%	Q1 2017
NFLXNetflix Inc	$6.71M	0.21%	0.00%	+13.3%	Q4 2015
IBMInternational Business Machines Corp	$6.6M	0.21%	0.00%	+2.8%	Q4 2013
DLRDigital Realty Trust, Inc.	$6.53M	0.21%	0.01%	+1.2%	Q2 2015
DEDeere & Co	$6.47M	0.20%	0.00%	+7.6%	Q4 2013
BLKBlackRock, Inc.	$6.25M	0.20%	0.00%	+3.9%	Q4 2013
GEGeneral Electric Co	$6.23M	0.20%	0.00%	+8.5%	Q3 2021
LAMRLamar Advertising Co	$6.14M	0.19%	Not reported	+3.1%	Q4 2023
MSMorgan Stanley	$6M	0.19%	0.00%	+7.5%	Q3 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.98M	0.19%	Not reported	+0.8%	Q2 2014
ONEVOne Voice Technologies Inc	$5.86M	0.18%	Not reported	+7.0%	Q1 2022

Q4 2025Reported Jan 9, 2026456 positions
AAPLApple Inc.	$102M	3.26%	0.00%	-15.1%	Q4 2013
MSFTMicrosoft Corp	$65.6M	2.11%	0.00%	-10.0%	Q1 2014
NVDANvidia Corp	$57.1M	1.83%	0.00%	-15.9%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$40.8M	1.31%	Not reported	-6.9%	Q2 2018
AMZNAmazon Com Inc	$40.1M	1.29%	0.00%	-11.7%	Q4 2013
GOOGLAlphabet Inc.	$37.9M	1.22%	0.00%	-13.1%	Q4 2015
TSLATesla, Inc.	$37.4M	1.20%	0.00%	-7.9%	Q1 2018
AVGOBroadcom Inc.	$33.6M	1.08%	0.00%	-4.2%	Q2 2019
FNDFSchwab Strategic Trust	$32.3M	1.04%	Not reported	+3.8%	Q2 2019
METAMeta Platforms, Inc.	$26.5M	0.85%	Not reported	+3.1%	Q2 2014
JPMJPMorgan Chase & Co	$25.6M	0.82%	0.00%	-3.0%	Q4 2013
GLDSPDR Gold Trust	$20.5M	0.66%	0.01%	-33.2%	Q2 2014
GOOGAlphabet Inc.	$19.3M	0.62%	Not reported	-12.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$18.2M	0.58%	Not reported	-6.5%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$17.8M	0.57%	Not reported	-5.1%	Q4 2013
COSTCostco Wholesale Corp	$17.1M	0.55%	0.00%	-17.2%	Q4 2013
CVXChevron Corp	$16.2M	0.52%	0.01%	-9.4%	Q4 2013
WMTWalmart Inc.	$15.5M	0.50%	0.00%	-4.2%	Q4 2013
PLTRPalantir Technologies Inc.	$14.7M	0.47%	0.00%	-2.3%	Q4 2020
HDHome Depot, Inc.	$14.6M	0.47%	0.00%	-7.5%	Q2 2017
ABBVAbbVie Inc.	$13.5M	0.43%	0.00%	-1.6%	Q4 2016
LLYELI LILLY & Co	$13.3M	0.43%	0.00%	+34.0%	Q2 2014
CATCaterpillar Inc	$12.2M	0.39%	0.00%	-10.8%	Q4 2013
SHWSherwin Williams Co	$12.1M	0.39%	0.02%	-4.8%	Q1 2017
XOMExxonMobil Holdings Corp	$11.5M	0.37%	0.00%	-11.9%	Q4 2013
ASTSAST SpaceMobile, Inc.	$10.9M	0.35%	Not reported	+4.9%	Q1 2024
VVisa Inc.	$10.8M	0.35%	0.00%	-13.0%	Q4 2013
MAMastercard Inc	$9.58M	0.31%	0.00%	-6.7%	Q4 2013
EMREmerson Electric Co	$8.93M	0.29%	0.01%	-1.5%	Q2 2015
JNJJohnson & Johnson	$8.52M	0.27%	0.00%	-19.9%	Q4 2013
PEPPepsico Inc	$8.46M	0.27%	0.00%	-0.1%	Q1 2014
SPGIS&P Global Inc.	$8.38M	0.27%	0.01%	+25.6%	Q2 2020
SOSouthern Co	$7.93M	0.25%	0.01%	-3.8%	Q4 2014
IBMInternational Business Machines Corp	$7.85M	0.25%	0.00%	-14.1%	Q4 2013
CSCOCisco Systems, Inc.	$7.76M	0.25%	0.00%	-8.5%	Q4 2013
BSVNBank7 Corp.	$7.45M	0.24%	1.00%	-4.5%	Q1 2014
ARESAres Management Corp	$7.19M	0.23%	0.01%	-0.4%	Q2 2020
INTUIntuit Inc.	$6.78M	0.22%	0.00%	+4.4%	Q4 2013
BLKBlackRock, Inc.	$6.7M	0.22%	0.00%	-12.5%	Q4 2013
NOCNorthrop Grumman Corp	$6.63M	0.21%	0.01%	-8.1%	Q1 2018
AMGNAmgen Inc	$6.63M	0.21%	0.00%	-6.2%	Q4 2013
GILDGilead Sciences, Inc.	$6.61M	0.21%	0.00%	-2.6%	Q4 2013
GEGeneral Electric Co	$6.23M	0.20%	0.00%	-10.5%	Q3 2021
AXPAmerican Express Co	$6.16M	0.20%	0.00%	-1.4%	Q4 2014
MSMorgan Stanley	$6.02M	0.19%	0.00%	0.0%	Q3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.96M	0.19%	0.00%	+5.3%	Q1 2017
LAMRLamar Advertising Co	$5.95M	0.19%	Not reported	-0.1%	Q4 2023
NFLXNetflix Inc	$5.78M	0.19%	0.00%	-27.9%	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.75M	0.18%	Not reported	-36.0%	Q2 2014
INGING Groep NV	$5.68M	0.18%	0.01%	-1.0%	Q3 2024

Q3 2025Reported Oct 9, 2025469 positions
AAPLApple Inc.	$113M	3.27%	0.00%	+2.3%	Q4 2013
MSFTMicrosoft Corp	$78.1M	2.27%	0.00%	+0.2%	Q1 2014
NVDANvidia Corp	$66.1M	1.92%	0.00%	+4.8%	Q4 2016
AMZNAmazon Com Inc	$43.2M	1.25%	0.00%	+2.6%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$42.9M	1.24%	Not reported	-26.9%	Q2 2018
TSLATesla, Inc.	$40.1M	1.16%	0.00%	+2.1%	Q1 2018
GOOGLAlphabet Inc.	$33.9M	0.98%	0.00%	+0.3%	Q4 2015
AVGOBroadcom Inc.	$33.4M	0.97%	0.00%	-2.7%	Q2 2019
FNDFSchwab Strategic Trust	$29.5M	0.86%	Not reported	-12.4%	Q2 2019
METAMeta Platforms, Inc.	$28.6M	0.83%	Not reported	+0.5%	Q2 2014
GLDSPDR Gold Trust	$27.5M	0.80%	0.02%	-4.3%	Q2 2014
JPMJPMorgan Chase & Co	$25.8M	0.75%	0.00%	-1.0%	Q4 2013
COSTCostco Wholesale Corp	$22.2M	0.64%	0.01%	+0.5%	Q4 2013
BRK.BBerkshire Hathaway Inc	$19.4M	0.56%	Not reported	-4.8%	Q4 2013
HDHome Depot, Inc.	$18.6M	0.54%	0.00%	+2.9%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$18.3M	0.53%	Not reported	+1.7%	Q4 2013
CVXChevron Corp	$18.2M	0.53%	0.01%	+0.1%	Q4 2013
GOOGAlphabet Inc.	$17.2M	0.50%	Not reported	-0.5%	Q4 2015
PLTRPalantir Technologies Inc.	$15.5M	0.45%	0.00%	+19.8%	Q4 2020
WMTWalmart Inc.	$15M	0.43%	0.00%	+4.7%	Q4 2013
ABBVAbbVie Inc.	$13.9M	0.40%	0.00%	+2.5%	Q4 2016
SHWSherwin Williams Co	$13.6M	0.39%	0.02%	+0.2%	Q1 2017
XOMExxonMobil Holdings Corp	$12.2M	0.36%	0.00%	+8.0%	Q4 2013
VVisa Inc.	$12.1M	0.35%	0.00%	+2.9%	Q4 2013
CATCaterpillar Inc	$11.4M	0.33%	0.01%	+0.6%	Q4 2013
NFLXNetflix Inc	$10.2M	0.30%	0.00%	+4.5%	Q4 2015
MAMastercard Inc	$10.2M	0.30%	0.00%	+1.1%	Q4 2013
LLYELI LILLY & Co	$10.1M	0.29%	0.00%	-7.7%	Q2 2014
JNJJohnson & Johnson	$9.53M	0.28%	0.00%	+0.4%	Q4 2013
EMREmerson Electric Co	$8.96M	0.26%	0.01%	-0.8%	Q2 2015
SOSouthern Co	$8.96M	0.26%	0.01%	+2.3%	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.82M	0.26%	Not reported	+8.1%	Q2 2014
IBMInternational Business Machines Corp	$8.71M	0.25%	0.00%	+1.6%	Q4 2013
BLKBlackRock, Inc.	$8.34M	0.24%	0.00%	0.0%	Q4 2013
PEPPepsico Inc	$8.29M	0.24%	0.00%	+3.1%	Q1 2014
BSVNBank7 Corp.	$7.82M	0.23%	1.05%	+26.0%	Q1 2014
NOCNorthrop Grumman Corp	$7.7M	0.22%	0.01%	-0.6%	Q1 2018
CSCOCisco Systems, Inc.	$7.54M	0.22%	0.00%	-1.2%	Q4 2013
UNPUnion Pacific Corp	$7.38M	0.21%	0.01%	+0.8%	Q1 2014
ARESAres Management Corp	$7.14M	0.21%	0.01%	-0.2%	Q2 2020
ASTSAST SpaceMobile, Inc.	$7.02M	0.20%	Not reported	+11.0%	Q1 2024
PANWPalo Alto Networks Inc	$6.99M	0.20%	0.01%	+3.9%	Q2 2019
GEGeneral Electric Co	$6.8M	0.20%	0.00%	+14.2%	Q3 2021
INTUIntuit Inc.	$6.69M	0.19%	0.00%	+5.9%	Q4 2013
ADBEAdobe Inc.	$6.45M	0.19%	0.00%	+6.1%	Q1 2017
ORLYO Reilly Automotive Inc	$6.22M	0.18%	0.01%	-0.4%	Q3 2020
SPGIS&P Global Inc.	$6.21M	0.18%	0.00%	+2.4%	Q2 2020
DLRDigital Realty Trust, Inc.	$6.2M	0.18%	0.01%	+1.8%	Q2 2015
ONEVOne Voice Technologies Inc	$6.17M	0.18%	Not reported	-1.1%	Q1 2022
RTXRTX Corp	$6.16M	0.18%	0.00%	+5.8%	Q2 2020

Premium opens every quarter this fund has filed