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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 4 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 19,390.0 $3.5M 0.10% -159.0 -0.8% $180.91 +7.3%
62 XLI SELECT SECTOR SPDR TR 18,895.0 $3.5M 0.10% -8K -30.9% $185.23 -2.6%
63 TXN TEXAS INSTRS INC Technology 11,710.0 $3.5M 0.10% -537.0 -4.4% $298.08 -12.2%
64 SLV ISHARES SILVER TR Financial Services 65,211.0 $3.5M 0.10% -5K -7.2% $53.47 +15.2%
65 IJR ISHARES TR 21,491.0 $3.2M 0.09% -6K -21.3% $148.31 -1.0%
66 HEQT SIMPLIFY EXCHANGE TRADED FUN 93,605.0 $3.1M 0.09% -3K -3.2% $33.54 +2.4%
67 CRWD CROWDSTRIKE HLDGS INC Technology 4,072.0 $3.1M 0.09% -155.0 -3.7% $190.79 -0.8%
68 SCHV SCHWAB STRATEGIC TR 89,148.0 $3.1M 0.09% -16K -15.0% $34.81 +0.4%
69 VNQ VANGUARD INDEX FDS 31,087.0 $3.0M 0.09% -283.0 -0.9% $96.43 +2.3%
70 XT ISHARES TR 35,099.0 $2.9M 0.08% -6K -15.1% $82.63 -0.5%
71 AMT AMERICAN TOWER CORP Real Estate 17,307.0 $2.8M 0.08% -232.0 -1.3% $163.57 +7.4%
72 IWD ISHARES TR 11,392.0 $2.8M 0.08% -410.0 -3.5% $242.43 +6.6%
73 SPGI S&P GLOBAL INC Financial Services 6,741.0 $2.7M 0.08% -9K -58.0% $407.26 +7.2%
74 JMST J P MORGAN EXCHANGE TRADED F 51,056.0 $2.6M 0.07% -596.0 -1.1% $51.00 -0.1%
75 APH AMPHENOL CORP Technology 14,713.0 $2.6M 0.07% -554.0 -3.6% $176.32 -8.5%
76 TEQI T ROWE PRICE EXCHANGE-TRADED 48,943.0 $2.5M 0.07% -11K -19.0% $50.38 +4.6%
77 SPEM SPDR INDEX SHS FDS 46,746.0 $2.4M 0.07% -822.0 -1.7% $51.78 +1.7%
78 MPC MARATHON PETE CORP Energy 9,308.0 $2.4M 0.07% -487.0 -5.0% $255.67 +41.7%
79 ENB ENBRIDGE INC Energy 43,494.0 $2.4M 0.07% -4K -8.6% $54.21 -7.1%
80 FTCS FIRST TR EXCHANGE-TRADED FD 24,796.0 $2.3M 0.07% -2K -8.6% $93.92 +8.4%
Page 4 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%