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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 8 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 31,443.0 $6.0M 0.17% +1K +3.5% $189.73 +11.7%
142 FNDC SCHWAB STRATEGIC TR 122,489.0 $5.9M 0.17% +7K +6.3% $48.56 +5.7%
143 DGRW WISDOMTREE TR 61,114.0 $5.8M 0.17% +8K +14.1% $95.62 +3.8%
144 VIG VANGUARD SPECIALIZED FUNDS 24,681.0 $5.8M 0.17% -2K -7.0% $236.62 +3.2%
145 ANET ARISTA NETWORKS INC Technology 34,126.0 $5.8M 0.16% +14K +69.9% $169.88 +19.1%
146 BAC BANK OF AMER CORP Financial Services 101,158.0 $5.8M 0.16% +3K +2.9% $56.98 +9.2%
147 XTRE BONDBLOXX ETF TRUST 116,969.0 $5.7M 0.16% +47K +68.2% $49.03 -0.4%
148 SDVY FIRST TR EXCHANGE TRADED FD 132,336.0 $5.7M 0.16% +10K +8.1% $43.14 +2.1%
149 SCHO SCHWAB STRATEGIC TR 235,386.0 $5.7M 0.16% +8K +3.5% $24.14 -0.2%
150 QQQM INVESCO EXCH TRADED FD TR II 18,693.0 $5.7M 0.16% -469.0 -2.5% $302.97 -3.3%
151 AMAT APPLIED MATLS INC Technology 7,787.0 $5.6M 0.16% $723.04 -33.6%
152 HYLB DBX ETF TR 151,528.0 $5.5M 0.16% +8K +5.8% $36.52 -0.2%
153 LRCX LAM RESEARCH CORP Technology 12,670.0 $5.5M 0.16% -4K -23.9% $433.32 -27.8%
154 LMT LOCKHEED MARTIN CORP Industrials 10,713.0 $5.5M 0.15% +2K +17.4% $509.46 +11.0%
155 EFA ISHARES TR 51,634.0 $5.4M 0.15% +16K +44.0% $103.88 +4.2%
156 DYNF BLACKROCK ETF TRUST 78,369.0 $5.3M 0.15% +11K +16.1% $68.01 +1.6%
157 MA MASTERCARD INCORPORATED Financial Services 10,207.0 $5.2M 0.15% -7K -39.2% $513.61 +16.5%
158 VPL VANGUARD INTL EQUITY INDEX F 45,120.0 $5.2M 0.15% -2K -3.4% $115.69 -0.4%
159 VGSH VANGUARD SCOTTSDALE FDS 89,502.0 $5.2M 0.15% +7K +8.8% $58.20 -0.1%
160 IEI ISHARES TR 44,300.0 $5.2M 0.15% +1K +3.3% $117.45 -0.6%
Page 8 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%