BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 1 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 124,487.0 $46.4M 1.32% -11K -8.3% $373.02 +33.1%
2 QQQ INVESCO QQQ TR Financial Services 59,533.0 $43.8M 1.24% -7K -10.5% $736.39 -3.4%
3 AMZN AMAZON COM INC Consumer Cyclical 169,533.0 $40.4M 1.15% -4K -2.4% $238.34 +9.2%
4 VOO VANGUARD INDEX FDS 57,555.0 $39.5M 1.12% -4K -6.3% $686.81 +2.5%
5 GOOGL ALPHABET INC Communication Services 110,095.0 $39.3M 1.11% -11K -9.2% $357.37 -4.3%
6 AVGO BROADCOM INC Technology 90,164.0 $34.1M 0.96% -7K -7.0% $377.75 -5.9%
7 TSLA TESLA INC Consumer Cyclical 77,875.0 $32.8M 0.93% -5K -6.3% $420.60 -17.8%
8 DFAC DIMENSIONAL ETF TRUST 728,217.0 $32.3M 0.92% -6K -0.8% $44.36 +2.8%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 25,530.0 $19.1M 0.54% -585.0 -2.2% $746.77 +2.6%
10 VEA VANGUARD TAX-MANAGED FDS 264,808.0 $18.9M 0.54% -7K -2.7% $71.25 +3.1%
11 BERKSHIRE HATHAWAY INC DEL 35,077.0 $17.6M 0.50% -1K -3.0% $500.39
12 CVX CHEVRON CORPORATION Energy 102,887.0 $17.1M 0.48% -3K -3.0% $165.76 +20.8%
13 DFAE DIMENSIONAL ETF TRUST 419,441.0 $16.9M 0.48% -4K -0.9% $40.21 -1.3%
14 DFAS DIMENSIONAL ETF TRUST 200,647.0 $16.5M 0.47% -2K -1.2% $82.34 +0.5%
15 LLY ELI LILLY & CO Healthcare 12,708.0 $15.2M 0.43% -5K -28.5% $1199.41 -0.8%
16 SOXX ISHARES TR 21,586.0 $13.8M 0.39% -816.0 -3.6% $640.75 -19.6%
17 VTI VANGUARD INDEX FDS 33,970.0 $12.6M 0.36% -22K -39.5% $370.04 +2.2%
18 XOM EXXON MOBIL CORP Energy 91,158.0 $12.5M 0.35% -4K -4.7% $136.72 +15.7%
19 IVV ISHARES TR 15,560.0 $11.7M 0.33% -32K -67.4% $748.88 +2.8%
20 IYW ISHARES TR 39,953.0 $10.1M 0.29% -3K -6.9% $252.23 -2.2%
Page 1 of 16  ·  306 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%