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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 41 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WELL WELLTOWER INC Real Estate 1,541.0 $350K 0.01% +244.0 +18.8% $226.98 +5.6%
802 GDX VANECK ETF TRUST 4,635.0 $350K 0.01% -54.0 -1.1% $75.46 +37.4%
803 AIRR FIRST TR EXCHANGE TRADED FD 2,616.0 $349K 0.01% NEW $133.26 -15.4%
804 PMAY INNOVATOR ETFS TRUST 8,433.0 $348K 0.01% NEW $41.30 +2.2%
805 SLYV SPDR SERIES TRUST 3,188.0 $348K 0.01% +454.0 +16.6% $109.11 +0.9%
806 FLS FLOWSERVE CORP Industrials 4,682.0 $347K 0.01% +971.0 +26.2% $74.16 +10.6%
807 CTVA CORTEVA INC Basic Materials 4,072.0 $345K 0.01% +420.0 +11.5% $84.68 -2.7%
808 TAIL CAMBRIA ETF TR 32,408.0 $344K 0.01% NEW $10.63 -2.9%
809 PGR PROGRESSIVE CORP Financial Services 1,567.0 $342K 0.01% +390.0 +33.1% $218.52 -0.4%
810 FMDE FIDELITY COVINGTON TRUST 8,429.0 $342K 0.01% NEW $40.58 +4.6%
811 FPXI FIRST TR EXCHANGE-TRADED FD 4,060.0 $340K 0.01% -831.0 -17.0% $83.73 -14.0%
812 SPD SIMPLIFY EXCHANGE TRADED FUN 8,166.0 $339K 0.01% $41.48 +2.7%
813 QGRW WISDOMTREE TR 5,095.0 $336K 0.01% +743.0 +17.1% $66.03 +3.0%
814 SLB SLB LIMITED Energy 7,235.0 $336K 0.01% +627.0 +9.5% $46.49 +18.3%
815 STXG EA SERIES TRUST 6,080.0 $336K 0.01% NEW $55.26 +2.6%
816 FORTINET INC 2,184.0 $336K 0.01% NEW $153.62
817 CNM CORE & MAIN INC Industrials 6,943.0 $335K 0.01% NEW $48.25 -9.3%
818 MET METLIFE INC Financial Services 3,948.0 $334K 0.01% NEW $84.61 +13.8%
819 OXY OCCIDENTAL PETE CORP Energy 6,864.0 $333K 0.01% -406.0 -5.6% $48.57 +21.8%
820 FSMD FIDELITY COVINGTON TRUST 6,304.0 $333K 0.01% +823.0 +15.0% $52.85 -1.9%
Page 41 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%