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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 7 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY PUT ELI LILLY & CO Healthcare 5,800.0 $7.0M 0.20% NEW $1199.43 -0.8%
122 VPLS VANGUARD MALVERN FDS 88,830.0 $6.9M 0.20% +7K +8.4% $77.58 -1.1%
123 ING ING GROEP N.V. Financial Services 210,374.0 $6.6M 0.19% +7K +3.7% $31.38 +13.4%
124 JEPQ J P MORGAN EXCHANGE TRADED F 106,236.0 $6.5M 0.18% -7K -6.4% $61.46 -2.7%
125 PANW PALO ALTO NETWORKS INC Technology 18,998.0 $6.5M 0.18% -10K -34.3% $341.01 -0.5%
126 DLR DIGITAL RLTY TR INC Real Estate 36,022.0 $6.5M 0.18% +252.0 +0.7% $179.58 +7.7%
127 NETL ETF SER SOLUTIONS 239,778.0 $6.4M 0.18% $26.70 -0.4%
128 FREL FIDELITY COVINGTON TRUST 218,481.0 $6.4M 0.18% +14K +6.7% $29.30 +2.2%
129 VYM VANGUARD WHITEHALL FDS 40,041.0 $6.3M 0.18% $158.03 +4.4%
130 WCMI FIRST TR EXCHANGE-TRADED FD 322,882.0 $6.3M 0.18% +5K +1.7% $19.57 +1.5%
131 KO COCA COLA CO Consumer Defensive 77,661.0 $6.3M 0.18% +3K +4.6% $81.27 +10.8%
132 TAXF AMERICAN CENTY ETF TR 123,317.0 $6.3M 0.18% -4K -3.0% $50.83 -2.1%
133 BLK BLACKROCK INC Financial Services 6,498.0 $6.2M 0.18% +236.0 +3.8% $961.52 +22.0%
134 IWF ISHARES TR 50,246.0 $6.2M 0.18% +38K +315.6% $124.17 -1.9%
135 ONEV SPDR SERIES TRUST 43,231.0 $6.2M 0.17% +2K +5.9% $143.07 +6.0%
136 AXP AMERICAN EXPRESS CO Financial Services 18,210.0 $6.2M 0.17% +2K +9.3% $338.26 -0.6%
137 MU MICRON TECHNOLOGY INC Technology 5,304.0 $6.1M 0.17% -256.0 -4.6% $1154.26 -18.7%
138 BSV VANGUARD BD INDEX FDS 77,370.0 $6.0M 0.17% -17K -18.2% $77.91 -0.3%
139 XLU SELECT SECTOR SPDR TR 132,712.0 $6.0M 0.17% -11K -7.6% $45.34 -4.0%
140 ARES ARES MANAGEMENT CORPORATION Financial Services 53,717.0 $6.0M 0.17% +9K +20.7% $111.31 +27.6%
Page 7 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%