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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.1B AUM 932 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 79 New 277 Added 490 Reduced 79 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPHY SPDR SERIES TRUST 10,233.0 $242K 0.01% NEW $23.67 -1.1%
62 FSMD FIDELITY COVINGTON TRUST 5,481.0 $242K 0.01% NEW $44.13 +12.0%
63 DDS DILLARDS INC Consumer Cyclical 378.0 $229K 0.01% NEW $606.34 -9.0%
64 IEF ISHARES TR 2,339.0 $225K 0.01% NEW $96.14 -2.4%
65 ROST ROSS STORES INC Consumer Cyclical 1,228.0 $221K 0.01% NEW $180.13 +18.1%
66 TIDAL TRUST II 7,240.0 $214K 0.01% NEW $29.60
67 BDX BECTON DICKINSON & CO Healthcare 1,098.0 $213K 0.01% NEW $194.12 -24.7%
68 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 4,074.0 $213K 0.01% NEW $52.28 +34.4%
69 A AGILENT TECHNOLOGIES INC Healthcare 1,551.0 $211K 0.01% NEW $136.08 -15.6%
70 HAL HALLIBURTON CO Energy 7,433.0 $210K 0.01% NEW $28.26 +48.5%
71 ETHT PROSHARES TR 5,586.0 $210K 0.01% NEW $37.58 -60.5%
72 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,198.0 $204K 0.01% NEW $48.58 +73.9%
73 CIFR CIPHER MINING INC Financial Services 12,282.0 $181K 0.01% NEW $14.76 +45.8%
74 NFLY TIDAL TRUST II 12,887.0 $155K 0.01% NEW $12.01 -19.1%
75 RCAT RED CAT HLDGS INC Technology 12,472.0 $99K 0.00% NEW $7.93 +12.7%
76 UMC UNITED MICROELECTRONICS CORP Technology 11,655.0 $92K 0.00% NEW $7.86 +123.4%
77 LYG LLOYDS BANKING GROUP PLC Financial Services 10,733.0 $57K 0.00% NEW $5.30 +2.1%
78 PLG PLATINUM GROUP METALS LTD Basic Materials 13,205.0 $31K 0.00% NEW $2.36 -30.9%
79 STRIVE INC 41,643.0 $31K 0.00% NEW $0.74
Page 4 of 4  ·  79 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 30.3%
Financial Services 20.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Industrials 8.3%
Healthcare 7.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%