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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 37 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IJT ISHARES TR 2,413.0 $431K 0.01% -901.0 -27.2% $178.57 -3.0%
722 SAP SAP SE Technology 2,793.0 $430K 0.01% -1K -30.6% $154.11 +43.5%
723 EPI WISDOMTREE TR 10,049.0 $430K 0.01% -73K -87.9% $42.78 +0.4%
724 SCHE SCHWAB STRATEGIC TR 11,855.0 $430K 0.01% +3K +36.5% $36.26 +2.8%
725 VFMF VANGUARD WELLINGTON FD 2,414.0 $427K 0.01% +430.0 +21.7% $176.99 +5.5%
726 ARKG ARK ETF TR 10,150.0 $427K 0.01% -319.0 -3.0% $42.06 +18.6%
727 CRWV COREWEAVE INC Technology 4,280.0 $426K 0.01% +933.0 +27.9% $99.54 -12.8%
728 CARR CARRIER GLOBAL CORPORATION Industrials 5,801.0 $426K 0.01% +386.0 +7.1% $73.35 -19.8%
729 TIP ISHARES TR 3,888.0 $425K 0.01% +409.0 +11.8% $109.43 -1.8%
730 XAR SPDR SERIES TRUST 1,495.0 $424K 0.01% +439.0 +41.6% $283.73 -6.2%
731 SPLV INVESCO EXCH TRADED FD TR II 5,651.0 $423K 0.01% -122.0 -2.1% $74.90 +0.3%
732 VGK VANGUARD INTL EQUITY INDEX F 4,749.0 $420K 0.01% +2K +63.2% $88.55 +4.2%
733 CFO VICTORY PORTFOLIOS II 5,250.0 $420K 0.01% $80.07 +3.0%
734 EMB ISHARES TR 4,330.0 $418K 0.01% -525.0 -10.8% $96.44 -1.4%
735 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,977.0 $414K 0.01% -530.0 -15.1% $139.09 -5.5%
736 VGIT VANGUARD SCOTTSDALE FDS 6,982.0 $412K 0.01% -46K -86.7% $58.98 -0.9%
737 CLM CORNERSTONE STRATEGIC INVEST Financial Services 54,125.0 $409K 0.01% +9K +21.0% $7.56 -12.0%
738 IYF ISHARES TR 3,208.0 $409K 0.01% NEW $127.52 +7.3%
739 SPYV SPDR SERIES TRUST 6,728.0 $409K 0.01% +1K +17.6% $60.79 +4.4%
740 OUSM ALPS ETF TR 8,575.0 $407K 0.01% -1K -11.3% $47.52 +4.2%
Page 37 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%