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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 11 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WM WASTE MGMT INC DEL Industrials 17,157.0 $3.8M 0.11% -1K -7.3% $222.87 -2.3%
202 XLY SELECT SECTOR SPDR TR 32,297.0 $3.8M 0.11% -11K -26.2% $117.28 -1.2%
203 IBIT ISHARES BITCOIN TRUST ETF Financial Services 113,748.0 $3.8M 0.11% +12K +11.9% $33.29 +36.0%
204 CVS CVS HEALTH CORP Healthcare 36,441.0 $3.8M 0.11% +278.0 +0.8% $103.45 -10.2%
205 VZ VERIZON COMMUNICATIONS INC Communication Services 88,765.0 $3.8M 0.11% -3K -3.0% $42.34 +16.7%
206 HYDB ISHARES TR 79,930.0 $3.7M 0.11% +18K +28.1% $46.77 -0.3%
207 PG PROCTER & GAMBLE CO Consumer Defensive 25,299.0 $3.7M 0.10% +2K +8.3% $146.64 -2.4%
208 XLV SELECT SECTOR SPDR TR 23,302.0 $3.7M 0.10% -3K -9.7% $158.66 +8.2%
209 MCD MCDONALDS CORP Consumer Cyclical 13,672.0 $3.7M 0.10% -1K -8.5% $270.32 -3.8%
210 VTV VANGUARD INDEX FDS 16,837.0 $3.7M 0.10% -14K -45.1% $217.94 +3.4%
211 UNILEVER PLC 60,884.0 $3.7M 0.10% +3K +5.9% $60.12
212 CGCB CAPITAL GRP FIXED INCM ETF T 138,294.0 $3.6M 0.10% +3K +2.3% $26.18 -0.8%
213 CSB VICTORY PORTFOLIOS II 54,918.0 $3.6M 0.10% -2K -4.1% $65.59 +1.9%
214 VTIP VANGUARD MALVERN FDS 71,528.0 $3.6M 0.10% +6K +9.6% $50.23 -0.9%
215 CGMS CAPITAL GRP FIXED INCM ETF T 129,636.0 $3.5M 0.10% +62K +92.8% $27.33 -0.4%
216 D DOMINION ENERGY INC Utilities 51,485.0 $3.5M 0.10% +48K +1392.8% $68.29 -2.7%
217 PM PHILIP MORRIS INTL INC Consumer Defensive 19,390.0 $3.5M 0.10% -159.0 -0.8% $180.91 +5.3%
218 XLI SELECT SECTOR SPDR TR 18,895.0 $3.5M 0.10% -8K -30.9% $185.23 -3.5%
219 VST VISTRA CORP Utilities 22,047.0 $3.5M 0.10% +3K +13.2% $158.63 -11.9%
220 TXN TEXAS INSTRS INC Technology 11,710.0 $3.5M 0.10% -537.0 -4.4% $298.08 -10.6%
Page 11 of 53  ·  1,045 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%