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James Cannon

Dynamic Advisor Solutions Llc

Assets Managed
$3.173B
Holdings
960
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
1.82%(2Q avg: -3.86%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 960 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.173B in assets, with a quarterly growth rate of 1.82% and a 2-quarter average growth rate of -3.86%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 4.3%
3.12%
$98.97M
401,291 shares@ $246.64 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.52%
2.06%
$65.248M
852,472 shares@ $76.55 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.08%
1.76%
$55.578M
318,684 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.2%
1.54%
$48.625M
131,358 shares@ $370.17 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.93%
1.4%
$44.191M
968,669 shares@ $45.63 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.58%
1.29%
$40.788M
575,203 shares@ $70.92 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 0.67%
1.29%
$40.64M
324,786 shares@ $125.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.52%
1.17%
$37.081M
178,043 shares@ $208.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7.19%
1.13%
$35.615M
61,706 shares@ $577.18 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 1.63%
1.12%
$35.48M
725,123 shares@ $48.93 avg price

1-10 of 960