Dynamic Advisor Solutions LLC

Q3 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
1,029
Total value ($000)
$3,523,097
Net value change ($000)
-6,088 (-0.2%)
New positions
78
Sold out positions
78
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 25,104 22.2%
MSFT 19,040 41.0%
EXXONMOBIL HOLDINGS CORP 14,889 NEW
NVDA 14,079 22.9%
LLY 8,040 52.7%
META 7,562 32.7%
QQQ 4,996 11.4%
PLTR 4,570 56.0%
MINT 4,188 42.4%
CVX 3,917 23.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -12,463 -100.0%
DUHP -9,830 -100.0%
DFAR -8,066 -100.0%
CAT -6,388 -24.9%
PTY -4,170 -90.7%
BHK -4,100 -93.2%
TSLA -3,939 -12.0%
HD -3,566 -21.7%
ASTS -3,419 -22.5%
SCHA -2,935 -9.0%
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