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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 6 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GBCI GLACIER BANCORP INC NEW Financial Services 32,469.0 $1.7M 0.05% -20K -37.8% $51.58 -9.6%
102 EVRG EVERGY INC Utilities 19,146.0 $1.7M 0.05% -3K -11.9% $86.43 -5.9%
103 XMMO INVESCO EXCHANGE TRADED FD T 9,681.0 $1.6M 0.05% -1K -11.5% $170.14 -8.3%
104 FMB FIRST TR EXCH TRADED FD III 32,021.0 $1.6M 0.05% -1K -3.9% $51.37 -2.4%
105 TRV TRAVELERS COMPANIES INC Financial Services 4,902.0 $1.6M 0.05% -69.0 -1.4% $330.14 +11.3%
106 SRE SEMPRA Utilities 17,177.0 $1.6M 0.04% -583.0 -3.3% $92.71 -9.1%
107 ESGU ISHARES TR 9,322.0 $1.5M 0.04% -562.0 -5.7% $163.67 +3.3%
108 COP CONOCOPHILLIPS Energy 14,508.0 $1.5M 0.04% -386.0 -2.6% $103.96 +23.3%
109 AXON AXON ENTERPRISE INC Industrials 2,677.0 $1.5M 0.04% -3K -50.8% $560.61 +9.7%
110 SDY SPDR SERIES TRUST 9,833.0 $1.5M 0.04% -4K -30.3% $152.18 +3.5%
111 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,984.0 $1.5M 0.04% -684.0 -18.6% $496.73 +10.4%
112 VBR VANGUARD INDEX FDS 6,022.0 $1.5M 0.04% -424.0 -6.6% $243.00 +2.1%
113 PFE PFIZER INC Healthcare 60,225.0 $1.5M 0.04% -5K -8.1% $24.08 +16.5%
114 GSSC GOLDMAN SACHS ETF TR 15,778.0 $1.4M 0.04% -3K -14.5% $91.26 -0.3%
115 EW EDWARDS LIFESCIENCES CORP Healthcare 15,662.0 $1.4M 0.04% -126.0 -0.8% $90.46 -0.0%
116 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,748.0 $1.4M 0.04% -2K -44.1% $501.31 +26.4%
117 LIN LINDE PLC Basic Materials 2,653.0 $1.4M 0.04% -142.0 -5.1% $518.92 -6.7%
118 TLT ISHARES TR 15,621.0 $1.3M 0.04% -16K -51.3% $86.42 -3.6%
119 NEBIUS GROUP N.V. 4,876.0 $1.3M 0.04% -848.0 -14.8% $276.17
120 INNOVATOR ETFS TRUST 59,439.0 $1.3M 0.04% -760.0 -1.3% $22.51
Page 6 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%