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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 3 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 34,476.0 $11.8M 0.34% +4K +11.8% $343.09 +11.0%
42 JEPI J P MORGAN EXCHANGE TRADED F 208,492.0 $11.8M 0.33% +57K +37.3% $56.48 +2.5%
43 SCHF SCHWAB STRATEGIC TR 417,415.0 $11.6M 0.33% +47K +12.6% $27.70 +2.5%
44 IUSV ISHARES TR 101,192.0 $11.1M 0.32% +5K +5.5% $110.15 +4.1%
45 GQRE FLEXSHARES TR 169,600.0 $10.9M 0.31% +10K +6.0% $64.00 +0.5%
46 DFGP DIMENSIONAL ETF TRUST 197,120.0 $10.7M 0.30% +15K +8.5% $54.46 -1.8%
47 XLK SELECT SECTOR SPDR TR 54,649.0 $10.4M 0.29% +5K +9.5% $190.52 -1.8%
48 EMR EMERSON ELEC CO Industrials 72,039.0 $10.3M 0.29% +5K +7.1% $143.15 +10.3%
49 ACWV ISHARES INC 82,172.0 $9.9M 0.28% +7K +9.3% $120.23 +5.7%
50 MINT PIMCO ETF TR 97,890.0 $9.9M 0.28% +8K +8.5% $100.81 -0.0%
51 VCIT VANGUARD SCOTTSDALE FDS 111,112.0 $9.2M 0.26% +12K +12.3% $82.65 -1.4%
52 FTCB FIRST TR EXCHANGE-TRADED FD 436,038.0 $9.1M 0.26% +376K +622.4% $20.86 -1.3%
53 PRFZ INVESCO EXCHANGE TRADED FD T 161,405.0 $9.0M 0.26% +14K +9.3% $55.77 -0.0%
54 GE GE AEROSPACE Industrials 22,520.0 $8.4M 0.24% +2K +11.3% $373.73 -6.6%
55 NOC NORTHROP GRUMMAN CORP Industrials 16,441.0 $8.4M 0.24% +5K +41.4% $509.31 +7.1%
56 MS MORGAN STANLEY Financial Services 39,848.0 $8.3M 0.24% +6K +17.6% $209.04 +3.0%
57 DFSD DIMENSIONAL ETF TRUST 174,168.0 $8.3M 0.24% +4K +2.6% $47.75 -0.8%
58 MRK MERCK & CO INC Healthcare 64,313.0 $8.3M 0.23% +23K +56.6% $128.50 +17.0%
59 PEP PEPSICO INC Consumer Defensive 60,561.0 $8.2M 0.23% +2K +2.7% $135.40 +3.5%
60 DFAR DIMENSIONAL ETF TRUST 308,340.0 $8.1M 0.23% +5K +1.8% $26.16 +1.0%
Page 3 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%