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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 4 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IHDG WISDOMTREE TR 259,307.0 $13.6M 0.39% +20K +8.5% $52.38 +2.1%
62 SHW SHERWIN WILLIAMS CO Basic Materials 37,316.0 $12.8M 0.36% $344.32 +1.3%
63 VTI VANGUARD INDEX FDS 33,970.0 $12.6M 0.36% -22K -39.5% $370.04 +2.2%
64 XOM EXXON MOBIL CORP Energy 91,158.0 $12.5M 0.35% -4K -4.7% $136.72 +15.7%
65 V VISA INC Financial Services 34,476.0 $11.8M 0.34% +4K +11.8% $343.09 +11.9%
66 JEPI J P MORGAN EXCHANGE TRADED F 208,492.0 $11.8M 0.33% +57K +37.3% $56.48 +3.0%
67 IVV ISHARES TR 15,560.0 $11.7M 0.33% -32K -67.4% $748.88 +2.8%
68 SCHF SCHWAB STRATEGIC TR 417,415.0 $11.6M 0.33% +47K +12.6% $27.70 +2.7%
69 IUSV ISHARES TR 101,192.0 $11.1M 0.32% +5K +5.5% $110.15 +4.6%
70 GQRE FLEXSHARES TR 169,600.0 $10.9M 0.31% +10K +6.0% $64.00 +1.0%
71 DFGP DIMENSIONAL ETF TRUST 197,120.0 $10.7M 0.30% +15K +8.5% $54.46 -1.8%
72 XLK SELECT SECTOR SPDR TR 54,649.0 $10.4M 0.29% +5K +9.5% $190.52 -4.0%
73 EMR EMERSON ELEC CO Industrials 72,039.0 $10.3M 0.29% +5K +7.1% $143.15 +10.6%
74 IYW ISHARES TR 39,953.0 $10.1M 0.29% -3K -6.9% $252.23 -2.2%
75 JNJ JOHNSON & JOHNSON Healthcare 39,490.0 $10.0M 0.28% -2K -4.1% $253.97 +6.3%
76 AMD ADVANCED MICRO DEVICES INC Technology 17,114.0 $9.9M 0.28% -2K -10.5% $580.91 -17.2%
77 ACWV ISHARES INC 82,172.0 $9.9M 0.28% +7K +9.3% $120.23 +6.0%
78 MINT PIMCO ETF TR 97,890.0 $9.9M 0.28% +8K +8.5% $100.81 -0.0%
79 DUHP DIMENSIONAL ETF TRUST 235,557.0 $9.8M 0.28% $41.73 +1.8%
80 GEV GE VERNOVA INC Utilities 8,366.0 $9.8M 0.28% $1174.84 -18.9%
Page 4 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%