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James Cannon

Dynamic Advisor Solutions Llc

Assets Managed
$3.529B
Holdings
1030
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
11.23%(2Q avg: 6.53%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1030 positions.

Assets under management

The assets under management (AUM) of Dynamic Advisor Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.529B in assets, with a quarterly growth rate of 11.23% and a 2-quarter average growth rate of 6.53%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.14%
3.3%
$116.27M
401,817 shares@ $289.36 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.24%
2.13%
$75.095M
854,513 shares@ $87.88 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.43%
1.75%
$61.573M
307,725 shares@ $200.1 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 10.82%
1.45%
$51.066M
359,896 shares@ $141.9 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 13.06%
1.42%
$49.819M
1.095M shares@ $45.49 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.23%
1.32%
$46.436M
124,487 shares@ $373.02 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.51%
1.32%
$46.416M
566,467 shares@ $81.94 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 5.24%
1.26%
$44.202M
1.199M shares@ $36.88 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.52%
1.25%
$43.84M
59,533 shares@ $736.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.77%
1.15%
$40.407M
169,533 shares@ $238.35 avg price

1-10 of 1030