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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 3 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,108.0 $18.8M 0.53% +249.0 +1.2% $935.49 +2.2%
42 BERKSHIRE HATHAWAY INC DEL 35,077.0 $17.6M 0.50% -1K -3.0% $500.39
43 CVX CHEVRON CORPORATION Energy 102,887.0 $17.1M 0.48% -3K -3.0% $165.76 +20.8%
44 DFAE DIMENSIONAL ETF TRUST 419,441.0 $16.9M 0.48% -4K -0.9% $40.21 -1.3%
45 DGRO ISHARES TR 220,075.0 $16.7M 0.47% +17K +8.1% $75.79 +5.2%
46 FLHY FRANKLIN TEMPLETON ETF TR 681,278.0 $16.5M 0.47% +73K +11.9% $24.29 -0.0%
47 DFAS DIMENSIONAL ETF TRUST 200,647.0 $16.5M 0.47% -2K -1.2% $82.34 +0.5%
48 HD HOME DEPOT INC Consumer Cyclical 46,678.0 $16.5M 0.47% +4K +9.9% $352.68 -5.1%
49 DFUV DIMENSIONAL ETF TRUST 286,985.0 $15.8M 0.45% +1K +0.5% $55.01 +4.4%
50 WMT WALMART INC Consumer Defensive 139,195.0 $15.8M 0.45% $113.26 -7.9%
51 VWO VANGUARD INTL EQUITY INDEX F 261,973.0 $15.6M 0.44% +18K +7.3% $59.69 +1.6%
52 LLY ELI LILLY & CO Healthcare 12,708.0 $15.2M 0.43% -5K -28.5% $1199.41 -0.8%
53 ASTS AST SPACEMOBILE INC Technology 170,975.0 $15.2M 0.43% +21K +14.1% $88.86 -32.6%
54 ABBV ABBVIE INC Healthcare 58,816.0 $14.8M 0.42% $251.64 +4.5%
55 VNLA JANUS DETROIT STR TR 295,642.0 $14.4M 0.41% +17K +6.0% $48.87 +0.2%
56 VXUS VANGUARD STAR FDS 168,907.0 $14.4M 0.41% +145K +615.2% $85.49 +2.7%
57 IJH ISHARES TR 187,027.0 $14.4M 0.41% +2K +1.1% $77.11 -0.6%
58 IWM ISHARES TR 46,539.0 $14.0M 0.40% +258.0 +0.6% $300.45 -0.5%
59 SOXX ISHARES TR 21,586.0 $13.8M 0.39% -816.0 -3.6% $640.75 -19.6%
60 QEFA SPDR INDEX SHS FDS 143,056.0 $13.7M 0.39% +21K +17.1% $96.02 +6.2%
Page 3 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%