Dynamic Advisor Solutions LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,523,097
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 1,029 | 3,523,097 | 13F-HR | Dynamic Advisor Solutions LLC |
| Q2 2026 | 7/7/2026 | 1,045 | 3,529,185 | 13F-HR | Dynamic Advisor Solutions LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.529 M | 43.4% | 31.85 K | 0 | 31.85 K |
| ETFs | 1.976 M | 56.1% | 0 | 20.45 K | -20.45 K |
| Debt | 15.64 K | 0.4% | 0 | 1.658 K | -1.658 K |
| Other | 212 | 0.0% | 0 | 93 | -93 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
3,523,097
Holdings
1029
QoQ value change ($000)
-6,088
(-0.2%)
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.