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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.5B AUM 1,045 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 184 New 500 Added 306 Reduced 71 Exited
Page 12 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSX PHILLIPS 66 Energy 11,026.0 $1.9M 0.05% +107.0 +1.0% $169.05 +41.9%
222 EVSM MORGAN STANLEY ETF TRUST 36,678.0 $1.8M 0.05% +8K +28.2% $50.31 -0.2%
223 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,898.0 $1.8M 0.05% +484.0 +34.2% $964.83 -12.2%
224 KNG FIRST TR EXCHANGE-TRADED FD 36,221.0 $1.8M 0.05% +743.0 +2.1% $50.50 +2.0%
225 PPA INVESCO EXCHANGE TRADED FD T 10,199.0 $1.8M 0.05% +1K +11.7% $176.65 -2.8%
226 BNDX VANGUARD CHARLOTTE FDS 37,040.0 $1.8M 0.05% +566.0 +1.6% $48.43 -1.5%
227 FLTR VANECK ETF TRUST 69,659.0 $1.8M 0.05% +6K +9.4% $25.61 -0.1%
228 EYLD CAMBRIA ETF TR 39,122.0 $1.8M 0.05% +718.0 +1.9% $45.41 +7.4%
229 CDNS CADENCE DESIGN SYSTEM INC Technology 4,645.0 $1.7M 0.05% +337.0 +7.8% $375.32 -7.4%
230 PAUG INNOVATOR ETFS TRUST 37,978.0 $1.7M 0.05% +11K +40.2% $45.64 +2.5%
231 SMMU PIMCO ETF TR 34,165.0 $1.7M 0.05% +2K +6.8% $50.50 -0.4%
232 EMXC ISHARES INC 16,816.0 $1.7M 0.05% +3K +19.9% $102.30 -3.1%
233 LOW LOWES COS INC Consumer Cyclical 7,797.0 $1.7M 0.05% +43.0 +0.6% $220.48 -6.2%
234 IVW ISHARES TR 12,457.0 $1.7M 0.05% +326.0 +2.7% $137.52 +2.4%
235 EEM ISHARES TR 24,776.0 $1.7M 0.05% +3K +12.6% $68.41 -1.2%
236 FPE FIRST TR EXCH TRADED FD III 94,512.0 $1.7M 0.05% +10K +12.1% $17.88 -1.0%
237 MSI MOTOROLA SOLUTIONS INC Technology 4,067.0 $1.7M 0.05% +92.0 +2.3% $415.26 +17.2%
238 CCJ CAMECO CORP Energy 16,214.0 $1.7M 0.05% +902.0 +5.9% $101.86 +4.4%
239 VHT VANGUARD WORLD FD 5,517.0 $1.6M 0.05% +2K +45.8% $299.01 +8.0%
240 CGMM CAPITAL GROUP EQUITY ETF TR 48,005.0 $1.6M 0.04% +3K +7.0% $32.97 +0.6%
Page 12 of 25  ·  500 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 19.0%
Industrials 9.3%
Consumer Cyclical 9.1%
Healthcare 7.8%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.7%
Real Estate 2.2%