Dynamic Advisor Solutions LLC

Q2 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
1,045
Total value ($000)
$3,529,185
Net value change ($000)
+356,052 (11.2%)
New positions
122
Sold out positions
50
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 14,017 14.2%
GSLC 10,426 25.7%
SPYM 9,847 15.1%
SCHM 8,931 25.3%
CAT 8,883 53.1%
VOO 8,382 26.9%
QQQ 8,225 23.1%
SPMO 7,890 61.6%
BKGI 7,491 NEW
SCHX 7,004 21.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -20,727 -64.0%
VTI -6,019 -32.4%
HON -5,731 -100.0%
PLTR -4,808 -37.1%
CVX -4,315 -20.2%
XOM -3,594 -22.4%
MA -3,353 -39.0%
VTV -3,267 -47.1%
GLD -3,165 -14.0%
EPI -3,149 -88.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,928 (0.5% of total reported value)
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