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Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC is a US-based investment adviser headquartered in Phoenix, Arizona. Founded in 2011, the firm operates as an asset manager and provides comprehensive investment advisory and portfolio management services primarily to high net worth individuals, regular individuals, pension/profit sharing plans, charitable organizations, and other investment advisers. As of July 2025, Dynamic oversees approximately $5.3 billion in assets under management and employs 130 professionals. Renowned for supporting independent advisory practices, they serve clients nationwide seeking customized financial planning and investment solutions.
Investment Strategy
Dynamic Advisor Solutions LLC focuses on providing investment advisory and portfolio management solutions, with an emphasis on diversified asset allocation and individualized investment plans. The firm tailors strategies for high net worth individuals and institutional clients across equities, ETFs, and other assets, leveraging direct discretionary management and a strong emphasis on sophisticated, long-term financial planning. Their approach includes broad exposure to leading companies (such as Apple, Microsoft, Nvidia), with substantial assets managed in both individual and institutional accounts, typically emphasizing client-specific objectives, risk management, and consistent monitoring.
Latest 13F Filing Activity
Dynamic Advisor Solutions LLC filed their most recent 13F report on Sep 30, 2025 disclosing 921 equity positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Tesla Inc., Nvidia Corporation among other positions. Dynamic Advisor Solutions LLC reduced exposure to Vanguard Index FDS, Invesco QQQ TR, Ishares TR among others.
Top Holdings
Equity Positions (921)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.27% | $112.5M | 453,220 | $103.30 | $254.63 | +$21.6M |
M MSFT | MICROSOFT CORP | 2.27% | $78.1M | 150,847 | $245.34 | $517.95 | +$3.2M |
N NVDA | NVIDIA CORPORATION | 1.92% | $66.1M | 363,934 | $26.27 | $186.58 | +$11.2M |
D DFCF | DIMENSIONAL ETF TRUST | 1.90% | $65.5M | 1,532,461 | $41.62 | $42.76 | +$2.5M |
S SPLG | SPDR SERIES TRUST | 1.79% | $61.8M | 788,848 | $66.33 | $78.34 | +$6.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
A Adam Carlini | President, Chief Investment Officer | Peoria, AZ , United States | |
 | Senior Investment Research Analyst | Gainesville, FL , United States | |
 | Chief Investment Officer | Omaha, NE , United States |
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