Managed by Dynamic Advisor Solutions Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL — | $112.9M | 390.3K | 0.00% | — |
| 2 | A AAPL — | $112.5M | 453.2K | 0.00% | — |
| 3 | A AAPL — | $112.5M | 449.2K | 0.00% | — |
| 4 | A AAPL — | $109.7M | 488.0K | 0.00% | — |
| 5 | A AAPL — | $101.5M | 384.7K | 0.00% | — |
| 6 | A AAPL — | $100M | 450.1K | 0.00% | — |
| 7 | A AAPL — | $98.9M | 389.8K | 0.00% | — |
| 8 | A AAPL — | $98.4M | 484.4K | 0.00% | — |
| 9 | A AAPL — | $90.9M | 443.2K | 0.00% | — |
| 10 | A AAPL — | $84.7M | 467.6K | 0.00% | — |
| 11 | Q QQQ — | $83.1M | 173.5K | 0.00% | — |
| 12 | Q QQQ — | $81.9M | 167.8K | 0.00% | — |
| 13 | A AAPL — | $81M | 472.6K | 0.00% | — |
| 14 | Q QQQ — | $79.7M | 156.0K | 0.00% | — |
| 15 | M MSFT — | $78.1M | 150.8K | 0.00% | — |
| 16 | ? N/A — | $75.1M | 854.5K | 0.00% | — |
| 17 | M MSFT — | $74.9M | 150.6K | 0.00% | — |
| 18 | Q QQQ — | $74.6M | 168.0K | 0.00% | — |
| 19 | A AAPL — | $73.4M | 378.4K | 0.00% | — |
| 20 | I IAU — | $73.1M | 126.7K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.