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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 5 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD INDEX FDS 31,446.0 $9.5M 0.27% -291.0 -0.9% $303.12 +0.3%
82 CSCO CISCO SYS INC Technology 80,402.0 $9.4M 0.27% -20K -20.2% $117.46 -4.3%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 19,672.0 $9.4M 0.27% $477.58 -12.5%
84 VCIT VANGUARD SCOTTSDALE FDS 111,112.0 $9.2M 0.26% +12K +12.3% $82.65 -1.4%
85 FTCB FIRST TR EXCHANGE-TRADED FD 436,038.0 $9.1M 0.26% +376K +622.4% $20.86 -1.2%
86 PRFZ INVESCO EXCHANGE TRADED FD T 161,405.0 $9.0M 0.26% +14K +9.3% $55.77 -0.3%
87 SCHD SCHWAB STRATEGIC TR 283,307.0 $9.0M 0.26% -64K -18.3% $31.71 +10.5%
88 SO SOUTHERN CO Utilities 89,321.0 $8.5M 0.24% -2K -1.8% $95.71 -6.2%
89 DON WISDOMTREE TR 150,378.0 $8.5M 0.24% -9K -5.6% $56.52 +2.9%
90 MMIT NEW YORK LIFE INVTS ACTIVE E 345,958.0 $8.4M 0.24% $24.35 -1.5%
91 GE GE AEROSPACE Industrials 22,520.0 $8.4M 0.24% +2K +11.3% $373.73 -5.2%
92 NOC NORTHROP GRUMMAN CORP Industrials 16,441.0 $8.4M 0.24% +5K +41.4% $509.31 +8.0%
93 MS MORGAN STANLEY Financial Services 39,848.0 $8.3M 0.24% +6K +17.6% $209.04 +2.4%
94 DFSD DIMENSIONAL ETF TRUST 174,168.0 $8.3M 0.24% +4K +2.6% $47.75 -0.8%
95 MRK MERCK & CO INC Healthcare 64,313.0 $8.3M 0.23% +23K +56.6% $128.50 +19.2%
96 PEP PEPSICO INC Consumer Defensive 60,561.0 $8.2M 0.23% +2K +2.7% $135.40 +5.0%
97 PLTR PALANTIR TECHNOLOGIES INC Technology 69,935.0 $8.2M 0.23% -13K -15.6% $116.67 +52.1%
98 DFAR DIMENSIONAL ETF TRUST 308,340.0 $8.1M 0.23% +5K +1.8% $26.16 +1.4%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 28,457.0 $8.0M 0.23% +2K +7.4% $281.21 -18.3%
100 IGSB ISHARES TR 152,140.0 $8.0M 0.23% +1K +0.8% $52.41 -0.4%
Page 5 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%