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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 21 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VMBS VANGUARD SCOTTSDALE FDS 10,373.0 $486K 0.01% +2K +23.8% $46.81 -0.9%
402 CI THE CIGNA GROUP Healthcare 1,757.0 $484K 0.01% +188.0 +12.0% $275.61 +1.3%
403 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 16,017.0 $483K 0.01% +3K +24.4% $30.14 +1.6%
404 NET CLOUDFLARE INC Technology 1,894.0 $465K 0.01% +225.0 +13.5% $245.28 +23.2%
405 SMLF ISHARES TR 5,150.0 $459K 0.01% +1K +27.2% $89.14 -0.0%
406 DIVB ISHARES TR 7,380.0 $455K 0.01% +920.0 +14.2% $61.60 +11.9%
407 SHYM BLACKROCK ETF TRUST II 19,875.0 $446K 0.01% +4K +24.7% $22.45 -1.5%
408 VPU VANGUARD WORLD FD 2,275.0 $445K 0.01% +326.0 +16.7% $195.75 -5.0%
409 PSEP INNOVATOR ETFS TRUST 9,508.0 $438K 0.01% +4K +61.8% $46.05 +1.7%
410 DXCM DEXCOM INC Healthcare 6,421.0 $432K 0.01% +700.0 +12.2% $67.35 +33.7%
411 SCHE SCHWAB STRATEGIC TR 11,855.0 $430K 0.01% +3K +36.5% $36.26 +2.6%
412 VFMF VANGUARD WELLINGTON FD 2,414.0 $427K 0.01% +430.0 +21.7% $176.99 +5.1%
413 CRWV COREWEAVE INC Technology 4,280.0 $426K 0.01% +933.0 +27.9% $99.54 -10.8%
414 CARR CARRIER GLOBAL CORPORATION Industrials 5,801.0 $426K 0.01% +386.0 +7.1% $73.35 -19.7%
415 TIP ISHARES TR 3,888.0 $425K 0.01% +409.0 +11.8% $109.43 -1.7%
416 XAR SPDR SERIES TRUST 1,495.0 $424K 0.01% +439.0 +41.6% $283.73 -6.7%
417 VGK VANGUARD INTL EQUITY INDEX F 4,749.0 $420K 0.01% +2K +63.2% $88.55 +4.0%
418 CLM CORNERSTONE STRATEGIC INVEST Financial Services 54,125.0 $409K 0.01% +9K +21.0% $7.56 -12.2%
419 SPYV SPDR SERIES TRUST 6,728.0 $409K 0.01% +1K +17.6% $60.79 +4.5%
420 AJG GALLAGHER ARTHUR J & CO Financial Services 1,772.0 $407K 0.01% +27.0 +1.6% $229.57 +14.0%
Page 21 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%