Quick Takeaways
- Dynamic Advisor Solutions LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $3,172,403,624.
- Info
- Portfolio
13F Filings History of Dynamic Advisor Solutions LLC
- Latest 13F report
- Q1 2026 - 08 Apr 2026
- Value $
- $3,172,403,624
- Signature - Title
- James Cannon - Chief Executive Officer
- Location
- Phoenix, AZ
- Summary
- This page shows a list of all the recent 13F filings made by Dynamic Advisor Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dynamic Advisor Solutions LLC reported 960 stock holdings with total value $3,172,403,624 as of Q1 2026. Top holdings included AAPL, SPYM, NVDA, MSFT, and FBND.
Follow Filing Activity
Follow Dynamic Advisor Solutions LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 08 Apr 2026, 15:21.
- Reported value moved from $3,116,420,564 to $3,172,403,624.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Q4 2019 | 555 | $727,483,000 | +$111,816,715 | -$64,409,673 | +$47,407,042 | AAPL, JPST, MOAT, SCHX, IWB | 13F-HR | 04 Feb 2020, 08:27 |
| Q3 2019 | 515 | $644,041,000 | +$61,220,391 | -$48,340,038 | +$12,880,353 | AAPL, JPST, MOAT, GLD, SCHX | 13F-HR | 13 Nov 2019, 10:09 |
| Q2 2019 | 500 | $622,005,000 | +$145,360,119 | -$67,297,169 | +$78,062,950 | SDOG, HDV, AAPL, JPST, SCHX | 13F-HR | 13 Aug 2019, 10:58 |
| Q1 2019 | 421 | $529,890,000 | +$108,802,414 | -$70,747,375 | +$38,055,039 | SDOG, SHY, HDV, BIL, AAPL | 13F-HR | 10 Apr 2019, 11:49 |
| Q4 2018 | 392 | $463,009,000 | +$107,732,649 | -$86,795,429 | +$20,937,220 | SH, BIL, SDOG, SCHX, SHY | 13F-HR | 29 Jan 2019, 17:22 |
| Q3 2018 | 408 | $482,165,000 | +$53,871,435 | -$34,617,268 | +$19,254,167 | AAPL, IJR, SCHX, SH, BIL | 13F-HR | 14 Nov 2018, 15:03 |
| Q2 2018 | 408 | $440,704,000 | +$90,437,828 | -$46,615,011 | +$43,822,817 | AAPL, IJR, SCHX, SH, VZ | 13F-HR | 06 Aug 2018, 20:14 |
| Q1 2018 | 367 | $389,723,000 | +$147,176,140 | -$58,106,337 | +$89,069,803 | SH, IJR, SCHX, AAPL, QQQ | 13F-HR | 01 May 2018, 16:53 |
| Q4 2017 | 248 | $305,185,000 | +$72,763,761 | -$30,724,617 | +$42,039,144 | FDL, HDV, IVV, QQQ, ABBV | 13F-HR | 09 Feb 2018, 16:58 |
| Q3 2017 | 219 | $252,912,000 | +$33,487,538 | -$45,046,915 | -$11,559,377 | VZ, DIV, IDV, T, ABBV | 13F-HR | 16 Oct 2017, 17:25 |
| Q2 2017 | 217 | $258,477,000 | +$31,484,411 | -$33,557,511 | -$2,073,100 | SH, DIV, VZ, IDV, T | 13F-HR | 10 Jul 2017, 17:33 |
| Q1 2017 | 209 | $256,587,000 | +$62,417,388 | -$63,603,978 | -$1,186,590 | SH, TBF, T, VZ, GE | 13F-HR | 10 Apr 2017, 15:38 |
| Q4 2016 | 207 | $250,827,000 | +$62,478,674 | -$78,397,742 | -$15,919,068 | RWM, VZ, GE, T, DIV | 13F-HR | 19 Jan 2017, 15:37 |
| Q3 2016 | 225 | $264,070,000 | +$59,372,468 | -$43,569,478 | +$15,802,990 | SH, VZ, T, GE, BCE | 13F-HR | 11 Oct 2016, 16:01 |
| Q2 2016 | 200 | $246,815,000 | +$48,536,993 | -$45,354,982 | +$3,182,011 | SH, VZ, T, GE, DOG | 13F-HR | 21 Jul 2016, 20:23 |
| Q1 2016 | 198 | $235,526,000 | +$24,329,485 | -$42,457,874 | -$18,128,389 | DOG, VZ, GE, T, ED | 13F-HR | 29 Apr 2016, 20:40 |
| Q4 2015 | 205 | $241,792,000 | +$56,863,485 | -$18,296,661 | +$38,566,824 | DOG, GE, ED, VZ, T | 13F-HR | 20 Jan 2016, 10:32 |
| Q3 2015 | 173 | $198,204,000 | +$86,093,087 | -$51,678,228 | +$34,414,859 | DOG, VZ, T, ED, GE | 13F-HR | 22 Oct 2015, 18:21 |
| Q2 2015 | 159 | $171,190,000 | +$38,538,399 | -$64,176,793 | -$25,638,394 | DOG, TBF, GE, T, VZ | 13F-HR | 14 Aug 2015, 12:25 |
| Q1 2015 | 191 | $199,431,000 | +$60,014,300 | -$48,080,435 | +$11,933,865 | DOG, TBF, VZ, GE, T | 13F-HR | 11 May 2015, 21:09 |
| Q4 2014 | 188 | $186,394,000 | +$46,319,897 | -$47,786,007 | -$1,466,110 | PSQ, REM, HE, VTR, GE | 13F-HR | 02 Feb 2015, 08:16 |
| Q3 2014 | 193 | $183,854,000 | +$58,817,630 | -$37,760,348 | +$21,057,282 | RWM, AMLP, REM, GE, VZ | Restatement | 03 Dec 2014, 12:34 |
| Q2 2014 | 197 | $166,452,000 | +$51,295,462 | -$35,313,666 | +$15,981,796 | SH, AMLP, VZ, COP, AAPL | 13F-HR | 11 Aug 2014, 09:12 |
| Q1 2014 | 194 | $146,630,000 | +$36,288,861 | -$24,555,920 | +$11,732,941 | SH, AMLP, INTC, SPY, GE | 13F-HR | 05 May 2014, 13:48 |
| Q4 2013 | 189 | $133,981,000 | $0 | $0 | $0 | BKLN, AMLP, INTC, GE, SPY | 13F-HR | 11 Feb 2014, 19:52 |