Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC reported 1,045 holdings worth US$3.53B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 7, 2026

Dynamic Advisor Solutions LLC reported 1,045 holdings worth US$3.53B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 7, 2026 (Form 13F).

Holdings
1,045
Value as reported
US$3.53B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc390KUS$113M3.2%
Alphabet Inc (google) Class C177KUS$63.2M1.8%
Nvidia Corporation307KUS$61.4M1.7%
Microsoft Corp.124KUS$46.4M1.3%
Amazon.com, Inc.170KUS$40.4M1.1%
Broadcom Inc.90,164US$34.1M0.97%
Tesla, Inc.77,875US$32.8M0.93%
Jp Morgan Chase & Co.81,651US$26.7M0.76%
Caterpillar, Inc.24,049US$25.6M0.73%
Meta Platforms, Inc.41,064US$23.1M0.66%
Berkshire Hathaway Inc.39,567US$19.8M0.56%
Costco Wholesale Corporation20,108US$18.8M0.53%
Chevron Corporation103KUS$17.1M0.48%
Home Depot, Inc. (the)46,678US$16.5M0.47%
Walmart Inc.139KUS$15.8M0.45%
Eli Lilly And Company12,708US$15.2M0.43%
Ast Spacemobile, Inc.171KUS$15.2M0.43%
Abbvie Inc.58,816US$14.8M0.42%
Sherwin-williams Company (the)37,316US$12.8M0.36%
Exxon Mobil Corporation91,158US$12.5M0.35%
Visa Inc.34,476US$11.8M0.34%
Emerson Electric Company72,039US$10.3M0.29%
Johnson & Johnson39,490US$10M0.28%
Advanced Micro Devices Inc17,114US$9.94M0.28%
Ge Vernova Inc.8,366US$9.83M0.28%
Cisco Systems, Inc.80,402US$9.44M0.27%
Taiwan Semiconductor Manufacturing Co., Ltd.19,672US$9.39M0.27%
Southern Company (the)89,321US$8.55M0.24%
Ge Aerospace22,520US$8.42M0.24%
Northrop Grumman Corporation16,441US$8.37M0.24%
Morgan Stanley39,848US$8.33M0.24%
Merck & Company, Inc.64,313US$8.26M0.23%
Pepsico, Inc.60,561US$8.2M0.23%
Palantir Technologies Inc.69,935US$8.16M0.23%
International Business Machines Corporation28,457US$8M0.23%
Netflix, Inc.110KUS$7.88M0.22%
Gilead Sciences, Inc.61,991US$7.83M0.22%
Kla Corporation25,682US$7.75M0.22%
Lamar Advertising Company48,348US$7.54M0.21%
Goldman Sachs Group, Inc. (the)7,428US$7.51M0.21%
Intel Corporation52,738US$7.36M0.21%
Amgen Inc.20,237US$7.33M0.21%
Duke Energy Corporation (holding Company)56,612US$7.17M0.20%
Deere & Company11,025US$6.99M0.20%
Ing Groep N.v.210KUS$6.6M0.19%
Palo Alto Networks, Inc.18,998US$6.48M0.18%
Digital Realty Trust, Inc.36,022US$6.47M0.18%
Coca-cola Company (the)77,661US$6.31M0.18%
Blackrock, Inc.6,498US$6.25M0.18%
American Express Company18,210US$6.16M0.17%
Micron Technology, Inc.5,304US$6.12M0.17%
Ares Management Corporation53,717US$5.98M0.17%
Rtx Corporation31,443US$5.97M0.17%
Arista Networks, Inc.34,126US$5.8M0.16%
Bank Of America Corporation101KUS$5.76M0.16%
Applied Materials, Inc.7,787US$5.63M0.16%
Lam Research Corporation12,670US$5.49M0.16%
Lockheed Martin Corporation10,713US$5.46M0.15%
Mastercard Incorporated10,207US$5.24M0.15%
United Parcel Service, Inc.47,005US$5.05M0.14%
Unitedhealth Group Incorporated11,769US$4.89M0.14%
D.r. Horton, Inc.29,817US$4.86M0.14%
O'reilly Automotive, Inc.52,335US$4.82M0.14%
Altria Group, Inc.62,892US$4.53M0.13%
Public Service Enterprise Group Incorporated55,268US$4.49M0.13%
Union Pacific Corporation16,355US$4.45M0.13%
Pnc Financial Services Group, Inc. (the)17,460US$4.3M0.12%
Quanta Services, Inc.5,931US$4.27M0.12%
The Bank Of New York Mellon Corporation29,035US$4.2M0.12%
American Healthcare Reit, Inc.80,337US$4.19M0.12%
Intuitive Surgical, Inc.10,376US$4.13M0.12%
Citizens Financial Group, Inc.58,619US$4.11M0.12%
Darden Restaurants, Inc.19,630US$4.04M0.11%
Asml Holding Nv2,008US$4M0.11%
Nextera Energy, Inc.44,463US$3.9M0.11%
Waste Management, Inc.17,157US$3.82M0.11%
Cvs Health Corporation36,441US$3.77M0.11%
Verizon Communications Inc.88,765US$3.76M0.11%
Procter & Gamble Company (the)25,299US$3.71M0.11%
Mcdonald's Corporation13,672US$3.7M0.10%
Unilever Plc60,884US$3.66M0.10%
Dominion Energy, Inc.51,485US$3.52M0.10%
Philip Morris International Inc19,390US$3.51M0.10%
Vistra Corp.22,047US$3.5M0.10%
Texas Instruments Incorporated11,710US$3.49M0.10%
Space Exploration Technologies Corp19,802US$3.38M0.10%
Salesforce, Inc.21,591US$3.38M0.10%
Rio Tinto Plc35,432US$3.36M0.10%
Walt Disney Company (the)34,870US$3.36M0.10%
Intuit Inc.12,571US$3.28M0.09%
Tjx Companies, Inc. (the)21,170US$3.21M0.09%
Crowdstrike Holdings, Inc.4,072US$3.11M0.09%
Public Storage9,477US$3.02M0.09%
Stryker Corporation9,283US$2.92M0.08%
American Tower Corporation (reit)17,307US$2.83M0.08%
Novartis Ag17,912US$2.81M0.08%
S&p Global Inc.6,741US$2.75M0.08%
Amphenol Corporation14,713US$2.59M0.07%
Oracle Corporation17,689US$2.59M0.07%
Canadian Natural Resources Limited63,168US$2.5M0.07%

Every holding of Dynamic Advisor Solutions LLC

Source

View original at SEC

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