Dynamic Advisor Solutions LLC
Annual return '25
+7.8%
SPY '25
+17.7%
Alpha
-9.9ptsvs SPY
Invested
$3.2B
Holdings
959
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 453.2k shares)
3.1%
02
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 788.8k shares)
2.1%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 363.9k shares)
1.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (124.0k shares)
1.5%
05
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 988.4k shares)
1.4%
06
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 635.2k shares)
1.3%
07
$GSLC
GOLDMAN SACHS ETF TR
Q4 2025: Exited (was 325.2k shares)
1.3%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +230.3% (213.2k → 704.2k shares)
1.2%
09
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 71.4k shares)
1.1%
10
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 687.1k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.