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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 2 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAC DIMENSIONAL ETF TRUST 728,217.0 $32.3M 0.92% -6K -0.8% $44.36 +2.8%
22 SPIB SPDR SERIES TRUST 937,504.0 $31.4M 0.89% +124K +15.2% $33.46 -0.8%
23 DFCF DIMENSIONAL ETF TRUST 735,680.0 $31.1M 0.88% $42.21 -1.2%
24 BND VANGUARD BD INDEX FDS 419,060.0 $30.8M 0.87% +19K +4.8% $73.41 -1.1%
25 JPM JPMORGAN CHASE & CO Financial Services 81,651.0 $26.7M 0.76% +2K +2.9% $327.33 +8.9%
26 FVAL FIDELITY COVINGTON TRUST 331,727.0 $25.9M 0.73% +41K +14.3% $77.93 +5.6%
27 JHMM JOHN HANCOCK EXCHANGE TRADED 344,277.0 $25.8M 0.73% +25K +7.8% $74.96 +1.4%
28 CAT CATERPILLAR INC Industrials 24,049.0 $25.6M 0.73% +3K +13.2% $1064.88 -22.8%
29 EMGF ISHARES INC 344,188.0 $25.2M 0.71% +32K +10.4% $73.26 -1.7%
30 J P MORGAN EXCHANGE TRADED F 348,347.0 $25.2M 0.71% +35K +11.2% $72.28
31 GOOG ALPHABET INC 67,475.0 $23.8M 0.68% +6K +9.5% $353.33
32 META META PLATFORMS INC Communication Services 41,064.0 $23.1M 0.66% +878.0 +2.2% $563.29 +2.3%
33 SHY ISHARES TR 261,185.0 $21.4M 0.61% $82.11 -0.1%
34 DFAI DIMENSIONAL ETF TRUST 513,424.0 $21.2M 0.60% +10K +2.0% $41.25 +5.2%
35 SPMO INVESCO EXCH TRADED FD TR II 128,073.0 $20.7M 0.59% +22K +20.7% $161.54 -8.7%
36 UCON FIRST TR EXCHNG TRADED FD VI 816,396.0 $20.3M 0.58% +58K +7.6% $24.88 -0.8%
37 VCSH VANGUARD SCOTTSDALE FDS 248,420.0 $19.6M 0.56% +27K +12.3% $79.03 -0.4%
38 GLD SPDR GOLD TR Financial Services 52,636.0 $19.4M 0.55% +982.0 +1.9% $368.38 +14.4%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 25,530.0 $19.1M 0.54% -585.0 -2.2% $746.77 +2.6%
40 VEA VANGUARD TAX-MANAGED FDS 264,808.0 $18.9M 0.54% -7K -2.7% $71.25 +3.1%
Page 2 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%