Universe · entity
Dynamic Advisor Solutions LLC
Institutional manager (13F) · CIK 1599747
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $99M | 389,791 |
| 2 | SPDR SERIES TRUST | $65M | 852,472 |
| 3 | NVIDIA CORPORATION | $56M | 318,684 |
| 4 | MICROSOFT CORP | $49M | 131,358 |
| 5 | FIDELITY MERRIMACK STR TR | $44M | 968,669 |
| 6 | DIMENSIONAL ETF TRUST | $41M | 575,203 |
| 7 | GOLDMAN SACHS ETF TR | $41M | 324,786 |
| 8 | AMAZON COM INC | $37M | 178,043 |
| 9 | INVESCO QQQ TR | $36M | 61,706 |
| 10 | SCHWAB STRATEGIC TR | $35M | 725,123 |
| 11 | SCHWAB STRATEGIC TR | $35M | 1,139,240 |
| 12 | ALPHABET INC | $34M | 119,341 |
| 13 | SCHWAB STRATEGIC TR | $33M | 1,281,779 |
| 14 | ISHARES TR | $32M | 49,570 |
| 15 | ISHARES TR | $32M | 355,700 |
| 16 | TESLA INC | $32M | 85,477 |
| 17 | DIMENSIONAL ETF TRUST | $31M | 738,954 |
| 18 | VANGUARD INDEX FDS | $31M | 52,126 |
| 19 | VANGUARD BD INDEX FDS | $31M | 417,425 |
| 20 | J P MORGAN EXCHANGE TRADED F | $31M | 603,143 |
| 21 | DIMENSIONAL ETF TRUST | $29M | 749,174 |
| 22 | BROADCOM INC | $29M | 93,903 |
| 23 | SPDR SERIES TRUST | $29M | 863,998 |
| 24 | INVESCO ACTIVELY MANAGED EXC | $29M | 616,515 |
| 25 | SCHWAB STRATEGIC TR | $26M | 877,551 |
| 26 | JPMORGAN CHASE & CO | $24M | 81,031 |
| 27 | META PLATFORMS INC | $23M | 40,829 |
| 28 | SPDR GOLD TR | $23M | 52,418 |
| 29 | JOHN HANCOCK EXCHANGE TRADED | $21M | 318,989 |
| 30 | CHEVRON CORPORATION | $21M | 103,287 |
| 31 | FIDELITY COVINGTON TRUST | $20M | 295,299 |
| 32 | ISHARES TR | $20M | 244,153 |
| 33 | DIMENSIONAL ETF TRUST | $20M | 513,255 |
| 34 | J P MORGAN EXCHANGE TRADED F | $20M | 323,966 |
| 35 | COSTCO WHOLESALE CORPORATION | $20M | 19,723 |
| 36 | ISHARES INC | $19M | 322,184 |
| 37 | FIRST TR EXCHNG TRADED FD VI | $19M | 770,412 |
| 38 | VANGUARD INDEX FDS | $19M | 57,943 |
| 39 | ALPHABET INC | $18M | 63,009 |
| 40 | VANGUARD SCOTTSDALE FDS | $18M | 226,444 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $18M | 36,990 |
| 42 | WALMART INC | $17M | 139,539 |
| 43 | STATE STR SPDR S&P 500 ETF T | $17M | 26,192 |
| 44 | VANGUARD TAX-MANAGED FDS | $17M | 265,496 |
| 45 | CATERPILLAR INC | $17M | 23,609 |
| 46 | EXXON MOBIL CORP | $16M | 94,642 |
| 47 | FRANKLIN TEMPLETON ETF TR | $15M | 627,721 |
| 48 | HOME DEPOT INC | $15M | 45,559 |
| 49 | ISHARES TR | $15M | 213,244 |
| 50 | DIMENSIONAL ETF TRUST | $15M | 432,990 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.