13F Filings History of Dynamic Advisor Solutions LLC
- Latest 13F filing
- Q1 2026 - 08 Apr 2026
- Latest reported 13F value
- $3,172,403,624
- Largest 13F holdings
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AAPL SPYM NVDA MSFT FBND DFUS GSLC AMZN QQQ FNDF SCHM GOOGL
+8 more
SCHX IVV IEFA TSLA DFCF VOO BND JPST - Form 13F summary
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- Dynamic Advisor Solutions LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Dynamic Advisor Solutions LLC reported 960 equity holdings with a total reported market value of $3,172,403,624 for Q1 2026. Top reported holdings included AAPL, SPYM, NVDA, MSFT, and FBND.
- Manager signature
- James Cannon - Chief Executive Officer
- Manager location
- Phoenix, AZ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$3,172,403,624
Quarter delta
+$55,983,060
Accepted
08 Apr 2026, 15:21
Rows shown
1-25 of 50
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 960 | $3,172,403,624 | +$203,851,287 | -$97,966,732 | +$105,884,555 | AAPL, SPYM, NVDA, MSFT, FBND | 13F-HR | 08 Apr 2026, 15:21 |
| Q4 2025 | 932 | $3,116,420,564 | +$181,276,322 | -$529,410,739 | -$348,134,417 | AAPL, SPYM, MSFT, NVDA, FBND | 13F-HR | 08 Jan 2026, 18:30 |
| Q3 2025 | 932 | $3,445,822,948 | +$154,329,631 | -$134,464,452 | +$19,865,179 | AAPL, MSFT, NVDA, DFCF, SPLG | 13F-HR | 09 Oct 2025, 09:50 |
| Q2 2025 | 895 | $3,237,479,254 | +$174,973,755 | -$178,781,942 | -$3,808,187 | AAPL, MSFT, DFCF, SPLG, NVDA | 13F-HR | 09 Jul 2025, 15:30 |
| Q1 2025 | 843 | $3,034,449,554 | +$895,838,244 | -$125,594,555 | +$770,243,689 | AAPL, QQQ, DFCF, MSFT, SPLG | 13F-HR | 16 Apr 2025, 21:46 |
| Q4 2024 | 644 | $2,310,889,542 | +$99,342,629 | -$1,115,238,430 | -$1,015,895,801 | AAPL, QQQ, MSFT, DFCF, NVDA | 13F-HR | 21 Jan 2025, 11:43 |
| Q3 2024 | 925 | $3,314,373,959 | +$166,680,489 | -$173,768,191 | -$7,087,702 | AAPL, QQQ, IVV, MSFT, DFCF | 13F-HR | 07 Oct 2024, 13:54 |
| Q2 2024 | 945 | $3,175,937,493 | +$392,973,784 | -$173,008,269 | +$219,965,515 | AAPL, QQQ, MSFT, IVV, DFCF | 13F-HR | 15 Jul 2024, 15:09 |
| Q1 2024 | 932 | $2,961,818,511 | +$231,239,193 | -$124,291,058 | +$106,948,135 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 12 Apr 2024, 14:15 |
| Q4 2023 | 897 | $2,682,530,276 | +$508,653,247 | -$102,700,693 | +$405,952,554 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 10 Jan 2024, 14:47 |
| Q3 2023 | 844 | $2,116,461,985 | +$332,680,912 | -$65,988,344 | +$266,692,568 | AAPL, QQQ, MSFT, SPLG, IVV | 13F-HR | 10 Oct 2023, 21:29 |
| Q2 2023 | 802 | $1,927,882,136 | +$305,667,553 | -$165,661,680 | +$140,005,873 | AAPL, QQQ, MSFT, SPLG, TSLA | 13F-HR | 03 Aug 2023, 12:58 |
| Q1 2023 | 755 | $1,708,873,447 | +$309,454,040 | -$137,343,196 | +$172,110,844 | AAPL, QQQ, MSFT, JHMM, SPY | 13F-HR | 10 Apr 2023, 21:56 |
| Q4 2022 | 721 | $1,464,242,586 | +$171,052,959 | -$83,118,510 | +$87,934,449 | AAPL, QQQ, SPY, MSFT, JPST | 13F-HR | 12 Jan 2023, 21:31 |
| Q3 2022 | 680 | $1,311,452,000 | +$177,715,428 | -$78,926,310 | +$98,789,118 | AAPL, QQQ, SPY, JPST, MSFT | 13F-HR | 20 Oct 2022, 10:26 |
| Q2 2022 | 697 | $1,301,742,000 | +$205,765,330 | -$136,075,254 | +$69,690,076 | AAPL, SPY, MSFT, QQQ, JPST | 13F-HR | 26 Jul 2022, 19:23 |
| Q1 2022 | 718 | $1,436,108,000 | +$254,953,498 | -$140,188,176 | +$114,765,322 | AAPL, SPY, MSFT, QQQ, TSLA | 13F-HR | 11 Apr 2022, 16:48 |
| Q4 2021 | 715 | $1,399,935,000 | +$154,276,118 | -$155,313,980 | -$1,037,862 | AAPL, SPY, TSLA, JPST, MSFT | 13F-HR | 25 Jan 2022, 18:19 |
| Q3 2021 | 733 | $1,315,091,000 | +$181,824,633 | -$91,296,640 | +$90,527,993 | AAPL, JPST, SPY, QQQ, MSFT | 13F-HR | 28 Oct 2021, 15:45 |
| Q2 2021 | 718 | $1,249,043,000 | +$193,862,534 | -$64,713,265 | +$129,149,269 | AAPL, SPY, JPST, QQQ, MSFT | 13F-HR | 10 Aug 2021, 17:00 |
| Q1 2021 | 654 | $1,076,375,000 | +$148,960,687 | -$177,725,219 | -$28,764,532 | AAPL, JPST, SPY, QQQ, DIA | 13F-HR | 27 Apr 2021, 09:39 |
| Q4 2020 | 652 | $1,067,094,000 | +$190,073,668 | -$81,655,246 | +$108,418,422 | AAPL, JPST, DIA, AMZN, QQQ | 13F-HR | 02 Feb 2021, 19:57 |
| Q3 2020 | 583 | $880,674,000 | +$158,617,311 | -$39,854,632 | +$118,762,679 | AAPL, JPST, DIA, TAIL, AMZN | 13F-HR | 27 Oct 2020, 17:15 |
| Q2 2020 | 535 | $740,250,000 | +$173,532,929 | -$64,945,634 | +$108,587,295 | AAPL, JPST, DIA, TAIL, SCHX | 13F-HR | 04 Aug 2020, 21:08 |
| Q1 2020 | 471 | $546,217,000 | +$84,338,271 | -$160,476,571 | -$76,138,300 | QQQ, AAPL, JPST, TLT, SCHX | 13F-HR | 07 May 2020, 16:04 |