Dynamic Advisor Solutions LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,173,133
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 963 | 3,173,133 | 13F-HR | Dynamic Advisor Solutions LLC |
| Q4 2025 | 1/9/2026 | 932 | 3,116,421 | 13F-HR | Dynamic Advisor Solutions LLC |
| Q3 2025 | 10/9/2025 | 932 | 3,445,823 | 13F-HR | Dynamic Advisor Solutions LLC |
| Q2 2025 | 7/9/2025 | 900 | 3,238,054 | 13F-HR | Dynamic Advisor Solutions LLC |
| Q2 2014 | 8/11/2014 | 197 | 166,452 | 13F-HR | Dynamic Advisors Solutions LLC |
| Q1 2014 | 5/5/2014 | 194 | 146,630 | 13F-HR | Dynamic Advisors Solutions LLC |
| Q4 2013 | 2/12/2014 | 189 | 135,049 | 13F-HR | Dynamic Advisors Solutions LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
729
(0.0% of total reported value)
· QoQ Δ:
+729
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.388 M | 43.8% | 0 | 1.182 M | -1.182 M |
| ETFs | 1.764 M | 55.6% | 1.246 M | 0 | 1.246 M |
| Debt | 18.13 K | 0.6% | 315 | 0 | 315 |
| Other | 283 | 0.0% | 0 | 7.963 K | -7.963 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
3,173,133
Holdings
963
QoQ value change ($000)
56,712
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.