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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 16 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VRT VERTIV HOLDINGS CO Industrials 6,886.0 $2.3M 0.07% -647.0 -8.6% $334.81 -19.6%
302 SHM SPDR SERIES TRUST 48,056.0 $2.3M 0.07% +969.0 +2.1% $47.97 -0.4%
303 JPME J P MORGAN EXCHANGE TRADED F 18,507.0 $2.3M 0.07% -135K -88.0% $124.22 +2.6%
304 ES EVERSOURCE ENERGY Utilities 31,396.0 $2.3M 0.06% +5K +18.6% $72.27 -1.9%
305 WMS ADVANCED DRAIN SYS INC DEL Industrials 14,329.0 $2.2M 0.06% NEW $156.96 -11.6%
306 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 0.06% $748850.00
307 JAAA JANUS DETROIT STR TR 44,448.0 $2.2M 0.06% +14K +47.3% $50.49 +0.4%
308 FSMB FIRST TR EXCH TRADED FD III 112,127.0 $2.2M 0.06% +29K +35.3% $19.99 -0.6%
309 QUAL ISHARES TR 10,201.0 $2.2M 0.06% +3K +35.9% $219.43 +2.4%
310 VIGI VANGUARD WHITEHALL FDS 23,952.0 $2.2M 0.06% +3K +12.4% $93.38 +5.6%
311 FLOT ISHARES TR 43,760.0 $2.2M 0.06% +10K +28.8% $51.05 -0.0%
312 AMLP ALPS ETF TR 42,666.0 $2.2M 0.06% +10K +30.2% $51.85 +6.7%
313 XLP SELECT SECTOR SPDR TR 26,602.0 $2.2M 0.06% -494.0 -1.8% $83.07 +2.4%
314 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 22,930.0 $2.2M 0.06% +10K +77.3% $96.12 -51.4%
315 AVIG AMERICAN CENTY ETF TR 53,055.0 $2.2M 0.06% +726.0 +1.4% $41.41 -1.3%
316 ESGE ISHARES INC 39,969.0 $2.2M 0.06% -3K -7.6% $54.69 -0.6%
317 IGPT INVESCO EXCHANGE TRADED FD T 20,922.0 $2.2M 0.06% -6K -22.1% $104.10 -10.4%
318 MRSK NORTHERN LIGHTS FD TR 56,344.0 $2.2M 0.06% -2K -4.0% $38.61 +2.7%
319 JPIE J P MORGAN EXCHANGE TRADED F 47,177.0 $2.2M 0.06% +6K +15.9% $46.05 -0.3%
320 EPD ENTERPRISE PRODS PARTNERS L 58,898.0 $2.2M 0.06% -596.0 -1.0% $36.76
Page 16 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%