Dynamic Advisor Solutions LLC

Q3 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
932
Total value ($000)
$3,445,823
Net value change ($000)
+207,769 (6.4%)
New positions
62
Sold out positions
26
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 21,612 23.8%
TSLA 12,045 42.9%
NVDA 11,211 20.4%
GOOGL 9,385 38.3%
XLK 7,412 80.0%
SPYM 6,123 11.0%
PLTR 5,820 60.3%
IVV 5,363 15.6%
VOO 5,101 41.1%
DFAC 4,793 11.9%
Top Reduces (Value $000, Stocks/ETFs)
VTV -12,522 -55.6%
QQQ -10,984 -20.4%
IJR -10,320 -79.8%
BNDX -9,777 -83.9%
IJH -6,980 -35.5%
IWD -3,609 -56.7%
EOG -3,433 -78.2%
XLP -3,126 -52.8%
DIA -2,278 -56.3%
SCHG -2,220 -28.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type