Dynamic Advisor Solutions LLC
962 holdingsFiling period: 2026-03-31Current AUM: $3.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 401.3K | $99.0M | $120.5M | 3.47% | +16.5K | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 852.5K | $65.2M | $74.9M | 2.16% | +21.0K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 318.7K | $55.6M | $64.0M | 1.84% | +12.5K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 131.4K | $48.6M | $61.0M | 1.76% | -4,348 | 2026-03-31 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 968.7K | $44.2M | $43.3M | 1.25% | +36.6K | 2026-03-31 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 575.2K | $40.8M | $46.9M | 1.35% | +19.8K | 2026-03-31 |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 324.8K | $40.6M | $46.4M | 1.34% | +2.1K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 178.0K | $37.1M | $48.4M | 1.39% | +4.4K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 61.7K | $35.6M | $42.5M | 1.22% | -4,785 | 2026-03-31 |
| 10 | FNDF | SCHWAB STRATEGIC TR | 725.1K | $35.5M | $39.2M | 1.13% | +11.6K | 2026-03-31 |
| 11 | SCHM | SCHWAB STRATEGIC TR | 1.14M | $35.3M | $39.5M | 1.14% | +473.2K | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 119.3K | $34.3M | $42.5M | 1.22% | -1,862 | 2026-03-31 |
| 13 | SCHX | SCHWAB STRATEGIC TR | 1.28M | $32.9M | $37.7M | 1.09% | +34.8K | 2026-03-31 |
| 14 | IVV | ISHARES TR | 49.6K | $32.4M | $37.2M | 1.07% | +1.8K | 2026-03-31 |
| 15 | IEFA | ISHARES TR | 355.7K | $32.2M | $34.9M | 1.01% | +11.1K | 2026-03-31 |
| 16 | TSLA | TESLA INC | 85.5K | $31.8M | $26.6M | 0.77% | +2.4K | 2026-03-31 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | 739.0K | $31.2M | $30.7M | 0.88% | +3.0K | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 52.1K | $31.1M | $35.8M | 1.03% | -9,302 | 2026-03-31 |
| 19 | BND | VANGUARD BD INDEX FDS | 417.4K | $30.7M | $30.2M | 0.87% | +17.8K | 2026-03-31 |
| 20 | JPST | J P MORGAN EXCHANGE TRADED F | 603.1K | $30.5M | $30.5M | 0.88% | +4.3K | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 749.2K | $29.1M | $33.3M | 0.96% | +15.1K | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 93.9K | $29.1M | $36.6M | 1.05% | -3,069 | 2026-03-31 |
| 23 | SPIB | SPDR SERIES TRUST | 864.0K | $29.0M | $28.6M | 0.82% | +50.3K | 2026-03-31 |
| 24 | GTO | INVESCO ACTIVELY MANAGED EXC | 616.5K | $28.9M | $28.4M | 0.82% | +23.8K | 2026-03-31 |
| 25 | SCHA | SCHWAB STRATEGIC TR | 877.6K | $25.5M | $29.5M | 0.85% | +12.0K | 2026-03-31 |
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