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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 14 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LALT FIRST TR EXCHNG TRADED FD VI 12,142.0 $292K 0.01% -948.0 -7.2% $24.03 +1.4%
262 FTSM FIRST TR EXCHANGE-TRADED FD 4,855.0 $290K 0.01% -2K -31.7% $59.72 +0.3%
263 CGXU CAPITAL GROUP INTL FOCUS EQT 8,368.0 $290K 0.01% -5K -39.4% $34.62 +1.6%
264 NKE NIKE INC Consumer Cyclical 6,976.0 $286K 0.01% -2K -21.3% $41.05 -6.0%
265 ANGL VANECK ETF TRUST 9,658.0 $282K 0.01% -329.0 -3.3% $29.24 -0.5%
266 VLU SPDR SERIES TRUST 1,177.0 $280K 0.01% -186.0 -13.7% $238.12 +4.6%
267 MRSH MARSH & MCLENNAN COS INC Financial Services 1,677.0 $280K 0.01% -25.0 -1.5% $166.69 +15.9%
268 RJF RAYMOND JAMES FINL INC Financial Services 1,835.0 $279K 0.01% -28.0 -1.5% $152.02 +16.2%
269 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,098.0 $274K 0.01% -1K -26.2% $88.59 -36.4%
270 UUUU ENERGY FUELS INC Energy 18,766.0 $272K 0.01% -2K -8.8% $14.50 +8.3%
271 ATNI ATN INTL INC Communication Services 10,236.0 $271K 0.01% -100.0 -1.0% $26.49 +15.6%
272 SSNC SS&C TECH HLDGS Technology 4,355.0 $270K 0.01% -234.0 -5.1% $62.05 +33.8%
273 IUS INVESCO EXCH TRD SLF IDX FD 4,033.0 $264K 0.01% -169.0 -4.0% $65.58 +6.7%
274 TW TRADEWEB MKTS INC Financial Services 2,634.0 $263K 0.01% -706.0 -21.1% $99.66 +7.9%
275 TM TOYOTA MOTOR CORP Consumer Cyclical 1,543.0 $260K 0.01% -1K -44.6% $168.45 +13.9%
276 IDXX IDEXX LABS INC Healthcare 493.0 $260K 0.01% -21.0 -4.1% $526.44 +5.1%
277 IDHQ INVESCO EXCH TRADED FD TR II 5,788.0 $253K 0.01% -844.0 -12.7% $43.71 +5.3%
278 THC TENET HEALTHCARE CORP Healthcare 1,302.0 $244K 0.01% -190.0 -12.7% $187.08 +46.6%
279 ARKW ARK ETF TR 1,649.0 $239K 0.01% -81.0 -4.7% $144.83 +7.0%
280 DFAX DIMENSIONAL ETF TRUST 6,474.0 $238K 0.01% -4K -36.2% $36.84 +3.9%
Page 14 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%