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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
Q2 2026 Q4 2025 · All 79 New 277 Added 490 Reduced
Page 8 of 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MO ALTRIA GROUP INC Consumer Defensive 52,794.0 $3.0M 0.10% -20K -27.2% $57.66 +19.9%
142 CTA SIMPLIFY EXCHANGE TRADED FUN 110,605.0 $3.0M 0.10% -208K -65.3% $27.26 -1.0%
143 XLF SELECT SECTOR SPDR TR 54,865.0 $3.0M 0.10% -16K -22.6% $54.77 +6.4%
144 IAGG ISHARES TR 59,539.0 $3.0M 0.10% -81K -57.7% $50.01 -0.3%
145 T AT&T INC Communication Services 118,192.0 $2.9M 0.09% -38K -24.1% $24.84 +4.2%
146 DIVO AMPLIFY ETF TR 65,938.0 $2.9M 0.09% -25K -27.7% $44.50 +9.5%
147 XT ISHARES TR 41,350.0 $2.9M 0.09% -133K -76.3% $69.74 +17.9%
148 EAGG ISHARES TR 59,969.0 $2.9M 0.09% -12K -16.6% $47.85 -2.1%
149 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,919.0 $2.9M 0.09% -1K -18.4% $579.50 +9.4%
150 VNQ VANGUARD INDEX FDS 31,370.0 $2.8M 0.09% -2K -6.7% $88.49 +11.4%
151 NEE NEXTERA ENERGY INC Utilities 34,096.0 $2.7M 0.09% -431.0 -1.2% $80.28 +4.9%
152 TEQI T ROWE PRICE ETF INC 60,425.0 $2.7M 0.09% -19K -24.2% $45.17 +16.6%
153 WFC WELLS FARGO CO NEW Financial Services 29,174.0 $2.7M 0.09% -763.0 -2.5% $93.20 -8.5%
154 MUB ISHARES TR 25,124.0 $2.7M 0.09% -3K -12.0% $107.11 -1.6%
155 BOXX EA SERIES TRUST 23,012.0 $2.6M 0.09% -438.0 -1.9% $115.10 +2.5%
156 SHYD VANECK ETF TRUST 115,086.0 $2.6M 0.09% -7K -5.5% $22.91 -0.9%
157 HYG ISHARES TR 32,690.0 $2.6M 0.09% -4K -11.6% $80.63 -0.9%
158 ANET ARISTA NETWORKS INC Technology 20,082.0 $2.6M 0.08% -5K -20.8% $131.03 +54.4%
159 JMST J P MORGAN EXCHANGE TRADED F 51,652.0 $2.6M 0.08% -8K -14.1% $50.94 +0.0%
160 COF CAPITAL ONE FINL CORP Financial Services 10,362.0 $2.5M 0.08% -437.0 -4.0% $242.37 -10.4%
Page 8 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 30.8%
Financial Services 20.3%
Consumer Cyclical 9.9%
Industrials 8.4%
Healthcare 8.0%
Communication Services 6.9%
Consumer Defensive 5.2%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%