Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC reported 1,029 holdings worth US$3.52B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Dynamic Advisor Solutions LLC reported 1,029 holdings worth US$3.52B as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).

Holdings
1,029
Value as reported
US$3.52B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc415KUS$138M3.9%
Nvidia Corporation330KUS$75.5M2.1%
Microsoft Corp.128KUS$65.5M1.9%
Alphabet Inc (google) Class C185KUS$63.3M1.8%
Amazon.com, Inc.173KUS$43.1M1.2%
Broadcom Inc.92,989US$32.7M0.93%
Meta Platforms, Inc.42,325US$30.7M0.87%
Tesla, Inc.81,211US$28.8M0.82%
Jp Morgan Chase & Co.81,598US$27M0.77%
Eli Lilly And Company20,121US$23.3M0.66%
Chevron Corporation103KUS$21M0.60%
Berkshire Hathaway Inc.35,325US$19.8M0.56%
Caterpillar, Inc.23,707US$19.2M0.55%
Costco Wholesale Corporation20,531US$18.7M0.53%
Abbvie Inc.60,278US$15.8M0.45%
Walmart Inc.136KUS$14.1M0.40%
Home Depot, Inc. (the)45,329US$12.9M0.37%
Palantir Technologies Inc.68,053US$12.7M0.36%
Visa Inc.34,631US$12.4M0.35%
Sherwin-williams Company (the)37,327US$12.1M0.34%
Ast Spacemobile, Inc.200KUS$11.8M0.33%
Emerson Electric Company70,561US$10.9M0.31%
Advanced Micro Devices Inc17,622US$10.8M0.31%
Johnson & Johnson38,330US$10.1M0.29%
Merck & Company, Inc.68,175US$9.91M0.28%
Taiwan Semiconductor Manufacturing Co., Ltd.21,099US$9.63M0.27%
Gilead Sciences, Inc.61,923US$9.23M0.26%
Amgen Inc.20,067US$8.46M0.24%
Northrop Grumman Corporation17,245US$8.34M0.24%
Ge Vernova Inc.8,365US$7.95M0.23%
Southern Company (the)95,583US$7.92M0.22%
Morgan Stanley40,843US$7.68M0.22%
Cisco Systems, Inc.70,431US$7.58M0.22%
Netflix, Inc.108KUS$7.53M0.21%
Ing Groep N.v.212KUS$7.51M0.21%
Deere & Company10,962US$7.36M0.21%
Lamar Advertising Company49,103US$7.08M0.20%
Goldman Sachs Group, Inc. (the)7,680US$6.91M0.20%
Palo Alto Networks, Inc.17,395US$6.91M0.20%
Coca-cola Company (the)79,512US$6.84M0.19%
Ge Aerospace21,631US$6.76M0.19%
Blackrock, Inc.6,286US$6.65M0.19%
Pepsico, Inc.52,492US$6.65M0.19%
Micron Technology, Inc.6,210US$6.61M0.19%
Ares Management Corporation55,192US$6.41M0.18%
Intel Corporation53,278US$6.41M0.18%
Arista Networks, Inc.31,371US$6.39M0.18%
International Business Machines Corporation28,966US$6.37M0.18%
Duke Energy Corporation (holding Company)55,367US$6.31M0.18%
Space Exploration Technologies Corp39,914US$6.02M0.17%
Rtx Corporation31,894US$5.92M0.17%
Digital Realty Trust, Inc.33,384US$5.86M0.17%
Lockheed Martin Corporation11,268US$5.74M0.16%
American Express Company18,617US$5.66M0.16%
Mastercard Incorporated10,229US$5.64M0.16%
Kla Corporation26,377US$5.14M0.15%
Texas Instruments Incorporated18,228US$5.11M0.14%
Bank Of America Corporation91,189US$4.96M0.14%
O'reilly Automotive, Inc.53,414US$4.56M0.13%
The Bank Of New York Mellon Corporation30,931US$4.47M0.13%
Salesforce, Inc.19,437US$4.46M0.13%
Unitedhealth Group Incorporated12,144US$4.46M0.13%
United Parcel Service, Inc.47,519US$4.44M0.13%
Asml Holding Nv2,395US$4.34M0.12%
Intuitive Surgical, Inc.10,625US$4.32M0.12%
Altria Group, Inc.64,073US$4.31M0.12%
Union Pacific Corporation15,825US$4.31M0.12%
Applied Materials, Inc.8,342US$4.27M0.12%
Lam Research Corporation12,510US$4.11M0.12%
D.r. Horton, Inc.29,673US$4.05M0.12%
Bhp Group Ltd47,782US$4.05M0.12%
Quanta Services, Inc.6,276US$4.03M0.11%
Pnc Financial Services Group, Inc. (the)17,983US$4M0.11%
Crowdstrike Holdings, Inc.14,982US$3.97M0.11%
Public Service Enterprise Group Incorporated58,204US$3.92M0.11%
American Healthcare Reit, Inc.76,304US$3.91M0.11%
Darden Restaurants, Inc.20,201US$3.9M0.11%
Citizens Financial Group, Inc.60,760US$3.87M0.11%
Procter & Gamble Company (the)26,363US$3.83M0.11%
Marathon Petroleum Corporation9,528US$3.77M0.11%
Rio Tinto Plc38,439US$3.62M0.10%
Walt Disney Company (the)34,040US$3.57M0.10%
Waste Management, Inc.17,009US$3.47M0.10%
Philip Morris International Inc17,923US$3.42M0.10%
At&t Inc.138KUS$3.36M0.10%
Dominion Energy, Inc.52,328US$3.17M0.09%
Vistra Corp.22,635US$3.13M0.09%
Canadian Natural Resources Limited64,965US$3.06M0.09%
Public Storage10,223US$2.89M0.08%
Tjx Companies, Inc. (the)21,717US$2.87M0.08%
Stryker Corporation10,214US$2.81M0.08%
Mcdonald's Corporation12,115US$2.8M0.08%
Nextera Energy, Inc.36,853US$2.79M0.08%
Novartis Ag19,470US$2.78M0.08%
Verizon Communications Inc.59,089US$2.71M0.08%
Amphenol Corporation31,310US$2.64M0.07%
Devon Energy Corporation55,474US$2.55M0.07%
Wells Fargo & Company30,770US$2.46M0.07%
Air Products And Chemicals, Inc.8,521US$2.37M0.07%
Microchip Technology Incorporated30,482US$2.37M0.07%

Every holding of Dynamic Advisor Solutions LLC

Source

View original at SEC

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