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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 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 41,171.0 $8.5M 0.27% -10K -19.9% $206.95 +12.0%
62 MMIT NEW YORK LIFE INVTS ACTIVE E 346,073.0 $8.4M 0.27% -10K -2.7% $24.33 -0.8%
63 VB VANGUARD INDEX FDS 31,737.0 $8.2M 0.26% -2K -4.8% $257.95 +11.0%
64 DFSD DIMENSIONAL ETF TRUST 169,669.0 $8.1M 0.26% -84K -33.2% $47.95 -0.5%
65 SO SOUTHERN CO Utilities 90,944.0 $7.9M 0.25% -4K -3.8% $87.20 +7.4%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 26,503.0 $7.9M 0.25% -4K -14.1% $296.21 -14.6%
67 CSCO CISCO SYS INC Technology 100,778.0 $7.8M 0.25% -9K -8.5% $77.03 +53.4%
68 BSV VANGUARD BD INDEX FDS 94,546.0 $7.5M 0.24% -4K -4.5% $78.81 -1.2%
69 DIHP DIMENSIONAL ETF TRUST 229,300.0 $7.3M 0.23% -48K -17.4% $31.66 +7.8%
70 XLK SELECT SECTOR SPDR TR 49,888.0 $7.2M 0.23% -9K -15.7% $143.97 +24.1%
71 SPSB SPDR SERIES TRUST 235,880.0 $7.1M 0.23% -243K -50.8% $30.20 -0.7%
72 VUG VANGUARD INDEX FDS 14,450.0 $7.0M 0.23% -4K -20.3% $487.86 -82.1%
73 DFAR DIMENSIONAL ETF TRUST 302,980.0 $6.9M 0.22% -110K -26.7% $22.90 +13.9%
74 PRFZ INVESCO EXCHANGE TRADED FD T 147,660.0 $6.8M 0.22% -72K -32.7% $45.89 +10.6%
75 SOXX ISHARES TR 22,402.0 $6.7M 0.22% -1K -5.1% $301.15 +74.4%
76 BLK BLACKROCK INC Financial Services 6,262.0 $6.7M 0.21% -895.0 -12.5% $1070.28 -0.6%
77 NOC NORTHROP GRUMMAN CORP Industrials 11,625.0 $6.6M 0.21% -1K -8.1% $570.23 -3.3%
78 AMGN AMGEN INC Healthcare 20,247.0 $6.6M 0.21% -1K -6.2% $327.30 +3.1%
79 GILD GILEAD SCIENCES INC Healthcare 53,825.0 $6.6M 0.21% -1K -2.6% $122.74 +6.3%
80 JEPQ J P MORGAN EXCHANGE TRADED F 113,509.0 $6.6M 0.21% -7K -5.7% $58.12 +3.4%
Page 4 of 25  ·  490 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%