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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 18 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GLDM WORLD GOLD TR Financial Services 9,227.0 $733K 0.02% +2K +21.2% $79.42 +14.8%
342 FNDX SCHWAB STRATEGIC TR 23,562.0 $733K 0.02% +5K +28.9% $31.10 +4.4%
343 USB US BANCORP Financial Services 12,053.0 $728K 0.02% +5K +78.6% $60.40 +3.3%
344 FNDA SCHWAB STRATEGIC TR 19,089.0 $727K 0.02% +1K +6.0% $38.06 -1.2%
345 MTUM ISHARES TR 2,117.0 $726K 0.02% +28.0 +1.3% $342.81 -11.3%
346 AZO AUTOZONE INC Consumer Cyclical 223.0 $713K 0.02% +44.0 +24.6% $3195.94 -8.2%
347 FUMB FIRST TR EXCH TRADED FD III 35,427.0 $710K 0.02% +7K +24.4% $20.05 -0.0%
348 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,834.0 $708K 0.02% +696.0 +32.5% $249.98 -6.8%
349 VOE VANGUARD INDEX FDS 3,575.0 $706K 0.02% +146.0 +4.3% $197.58 +5.4%
350 XMHQ INVESCO EXCHANGE TRADED FD T 6,187.0 $698K 0.02% +82.0 +1.3% $112.88 +5.9%
351 CENCORA INC 2,457.0 $695K 0.02% +674.0 +37.8% $283.00
352 MPLX MPLX LP Energy 12,251.0 $690K 0.02% +5K +78.0% $56.33 +5.6%
353 CMF ISHARES TR 11,723.0 $676K 0.02% +2K +21.5% $57.64 -2.1%
354 DVY ISHARES TR 4,306.0 $673K 0.02% +2K +130.4% $156.31 +4.8%
355 GDO WSTRN AST GLBL CORP OPP FD I Financial Services 62,526.0 $671K 0.02% +8K +15.1% $10.73 -5.3%
356 APOS APOLLO GLOBAL MGMT INC 5,670.0 $671K 0.02% +457.0 +8.8% $118.31
357 ENZL ISHARES TR 14,712.0 $659K 0.02% +2K +13.4% $44.79 +8.4%
358 ZTS ZOETIS INC Healthcare 9,156.0 $658K 0.02% +3K +50.7% $71.86 +4.4%
359 DFIV DIMENSIONAL ETF TRUST 12,049.0 $651K 0.02% +5K +78.9% $54.02 +7.4%
360 RKLB ROCKET LAB CORP Industrials 6,398.0 $650K 0.02% +1K +25.5% $101.65 -33.6%
Page 18 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%