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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 5 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLR DIGITAL RLTY TR INC Real Estate 36,022.0 $6.5M 0.18% +252.0 +0.7% $179.58 +8.8%
82 FREL FIDELITY COVINGTON TRUST 218,481.0 $6.4M 0.18% +14K +6.7% $29.30 +1.8%
83 WCMI FIRST TR EXCHANGE-TRADED FD 322,882.0 $6.3M 0.18% +5K +1.7% $19.57 +1.7%
84 KO COCA COLA CO Consumer Defensive 77,661.0 $6.3M 0.18% +3K +4.6% $81.27 +9.5%
85 BLK BLACKROCK INC Financial Services 6,498.0 $6.2M 0.18% +236.0 +3.8% $961.52 +22.7%
86 IWF ISHARES TR 50,246.0 $6.2M 0.18% +38K +315.6% $124.17 -0.6%
87 ONEV SPDR SERIES TRUST 43,231.0 $6.2M 0.17% +2K +5.9% $143.07 +5.1%
88 AXP AMERICAN EXPRESS CO Financial Services 18,210.0 $6.2M 0.17% +2K +9.3% $338.26 -0.8%
89 ARES ARES MANAGEMENT CORPORATION Financial Services 53,717.0 $6.0M 0.17% +9K +20.7% $111.31 +29.5%
90 RTX RTX CORPORATION Industrials 31,443.0 $6.0M 0.17% +1K +3.5% $189.73 +11.2%
91 FNDC SCHWAB STRATEGIC TR 122,489.0 $5.9M 0.17% +7K +6.3% $48.56 +5.8%
92 DGRW WISDOMTREE TR 61,114.0 $5.8M 0.17% +8K +14.1% $95.62 +3.9%
93 ANET ARISTA NETWORKS INC Technology 34,126.0 $5.8M 0.16% +14K +69.9% $169.88 +20.4%
94 BAC BANK OF AMER CORP Financial Services 101,158.0 $5.8M 0.16% +3K +2.9% $56.98 +8.4%
95 XTRE BONDBLOXX ETF TRUST 116,969.0 $5.7M 0.16% +47K +68.2% $49.03 -0.4%
96 SDVY FIRST TR EXCHANGE TRADED FD 132,336.0 $5.7M 0.16% +10K +8.1% $43.14 +1.6%
97 SCHO SCHWAB STRATEGIC TR 235,386.0 $5.7M 0.16% +8K +3.5% $24.14 -0.1%
98 HYLB DBX ETF TR 151,528.0 $5.5M 0.16% +8K +5.8% $36.52 -0.2%
99 LMT LOCKHEED MARTIN CORP Industrials 10,713.0 $5.5M 0.15% +2K +17.4% $509.46 +10.2%
100 EFA ISHARES TR 51,634.0 $5.4M 0.15% +16K +44.0% $103.88 +3.8%
Page 5 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%