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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 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BITWISE FUNDS TRUST 9,689.0 $237K 0.01% -30K -75.7% $24.50
282 MOAT VANECK ETF TRUST 2,267.0 $236K 0.01% -471.0 -17.2% $103.97 +9.5%
283 AOM ISHARES TR 4,687.0 $234K 0.01% -177.0 -3.6% $49.89 -0.0%
284 LUV SOUTHWEST AIRLS CO Industrials 4,523.0 $233K 0.01% -3K -39.4% $51.42 -20.9%
285 BLOK AMPLIFY ETF TR 3,663.0 $229K 0.01% -16K -81.1% $62.63 +1.3%
286 GBDC GOLUB CAP BDC INC Financial Services 17,567.0 $226K 0.01% -880.0 -4.8% $12.88 +1.8%
287 CHPY TIDAL TRUST II 2,512.0 $221K 0.01% -2K -40.0% $88.15 -24.1%
288 EL LAUDER ESTEE COS INC Consumer Defensive 2,780.0 $219K 0.01% -81.0 -2.8% $78.94 +33.1%
289 IEF ISHARES TR 2,313.0 $219K 0.01% -26.0 -1.1% $94.58 -1.3%
290 GWW WW GRAINGER INC Industrials 159.0 $216K 0.01% -755.0 -82.6% $1356.43 -1.6%
291 NWSA NEWS CORP NEW Communication Services 8,621.0 $214K 0.01% -7K -43.3% $24.83 +24.7%
292 EWG ISHARES INC 5,157.0 $213K 0.01% -8K -59.6% $41.37 +7.1%
293 RBLX ROBLOX CORP Technology 3,916.0 $213K 0.01% -333.0 -7.8% $54.38 -30.9%
294 APA APA CORPORATION Energy 6,495.0 $212K 0.01% -4K -39.1% $32.57 +26.5%
295 GM GENERAL MTRS CO Consumer Cyclical 2,707.0 $209K 0.01% -23.0 -0.8% $77.07 +12.0%
296 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 45,149.0 $209K 0.01% -13K -21.9% $4.62 -26.2%
297 EUSB ISHARES TR 4,768.0 $207K 0.01% -3K -39.6% $43.45 -1.1%
298 SPYD SPDR SERIES TRUST 4,331.0 $207K 0.01% -686.0 -13.7% $47.71 +5.7%
299 MKL MARKEL GROUP INC Financial Services 105.0 $205K 0.01% -3.0 -2.8% $1953.01 -7.0%
300 NVDY TIDAL TRUST II 16,475.0 $205K 0.01% -21K -56.4% $12.44 -1.6%
Page 15 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%