Dynamic Advisor Solutions LLC - Portfolio Stock Holdings
Dynamic Advisor Solutions LLC disclosed 997 stock positions in a recent SEC 13F filing. $3,152,364,099 of stock holdings were filed, with the largest holdings including AAPL, SPYM, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 8, 2026.We estimate the fund has a total AUM of $5,637,328,188 and has 130 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
997Est. Stock Holding Value:
$3,152,364,099Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dynamic Advisor Solutions LLC
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Portfolio Options Holdings - Dynamic Advisor Solutions LLC
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