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Dynamic Advisors Solutions

Latest statistics and disclosures from Dynamic Advisor Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPYM, MSFT, NVDA, FBND, and represent 10.71% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: VOO (+$21M), DFGP (+$9.4M), JQUA (+$8.3M), FVAL (+$8.0M), DGCB (+$6.9M), SPMO (+$6.8M), NFLX, DUSB, UL, SPYM.
Started 79 new stock positions in EVTR, BDX, NFLY, FXO, Strive, QQMG, GL, DDTO, CGUI, CVMC.
Reduced shares in these 10 stocks: DFCF (-$34M), MOAT (-$23M), AAPL (-$18M), DFAC (-$17M), OMFL (-$12M), NVDA (-$11M), GLD (-$10M), XT (-$9.3M), SCHM (-$8.0M), IVV (-$7.9M).
Sold out of its positions in AFL, FAX, ACM, AMRC, ARM, ALAB, OWL, BFLY, CLS, COIN.
Dynamic Advisor Solutions was a net seller of stock by $-348M.
Dynamic Advisor Solutions has $3.1B in assets under management (AUM), dropping by -9.56%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 932 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Dynamic Advisor Solutions has 932 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions Dec. 31, 2025 positions
Download the Dynamic Advisor Solutions December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$102M	-15%	385k	263.82	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$67M	+5%	832k	80.22	View chart
Microsoft Corporation (MSFT)	2.1	$66M	-10%	136k	483.62	View chart
NVIDIA Corporation (NVDA)	1.8	$57M	-15%	306k	186.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$43M	-5%	932k	46.04	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$43M		323k	132.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$41M	-12%	555k	74.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$41M	-6%	67k	614.31	View chart
Amazon (AMZN)	1.3	$40M	-11%	174k	230.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$39M	+114%	61k	627.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$38M	-13%	121k	313.00	View chart
Tesla Motors (TSLA)	1.2	$37M	-7%	83k	449.72	View chart
Broadcom (AVGO)	1.1	$34M	-4%	97k	346.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$34M		1.2M	26.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$33M	-19%	48k	684.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.0	$32M	+3%	714k	45.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.0	$31M	-51%	736k	42.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$31M	-2%	345k	89.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$30M	+4%	599k	50.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$30M	-20%	400k	74.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$29M	-37%	734k	39.59	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$28M	-4%	593k	47.42	View chart
Spdr Series Trust State Street Spd (SPIB)	0.9	$28M	+3%	814k	33.81	View chart
Meta Platforms Cl A (META)	0.9	$27M	+3%	40k	660.09	View chart
JPMorgan Chase & Co. (JPM)	0.8	$26M	-2%	79k	322.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$25M	-10%	866k	28.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$22M	+2%	262k	82.82	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.7	$21M	+61%	290k	72.27	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$21M	-25%	319k	65.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$21M	-33%	52k	396.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$20M	-28%	666k	30.07	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$20M	+71%	313k	63.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$19M	-12%	62k	313.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$19M	-21%	503k	38.11	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.6	$19M	-21%	759k	25.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$19M	-5%	56k	335.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$18M	-6%	36k	502.65	View chart
Ishares Emng Mkts Eqt (EMGF)	0.6	$18M	-4%	312k	57.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$18M	-5%	26k	681.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$18M	+2%	221k	79.73	View chart
Costco Wholesale Corporation (COST)	0.5	$17M	-17%	20k	862.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$17M		272k	62.47	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.5	$17M		154k	108.66	View chart
Chevron Corporation (CVX)	0.5	$16M	-9%	106k	152.41	View chart
Wal-Mart Stores (WMT)	0.5	$16M	-4%	139k	111.41	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.5	$15M	-13%	609k	24.41	View chart
Palantir Technologies Cl A (PLTR)	0.5	$15M	-2%	83k	177.75	View chart
Home Depot (HD)	0.5	$15M	-7%	43k	344.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$14M	-21%	203k	69.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$14M		204k	69.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$14M	-21%	423k	32.57	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$14M	-31%	279k	49.14	View chart
Abbvie (ABBV)	0.4	$14M		59k	228.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$13M	-24%	286k	46.59	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+33%	18k	747.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$13M	-14%	244k	53.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$13M	+116%	106k	119.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$12M	-4%	185k	66.00	View chart
Caterpillar (CAT)	0.4	$12M	-10%	21k	572.88	View chart
Sherwin-Williams Company (SHW)	0.4	$12M	-4%	37k	324.03	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$12M	-2%	239k	48.66	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	-11%	96k	120.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$11M	-40%	46k	246.16	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.4	$11M	-4%	122k	90.67	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$11M	+4%	150k	72.63	View chart
Visa Com Cl A (V)	0.3	$11M	-13%	31k	350.71	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$9.8M	-12%	96k	102.54	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$9.8M	+2369%	182k	54.07	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.6M	-6%	17k	570.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$9.5M		347k	27.43	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.3	$9.4M	-22%	160k	58.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.1M		90k	100.34	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$9.0M	-38%	236k	38.03	View chart
Emerson Electric (EMR)	0.3	$8.9M		67k	132.72	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$8.9M	-10%	75k	118.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$8.9M		371k	24.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$8.7M	-34%	152k	57.24	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$8.6M	-22%	43k	199.68	View chart
Johnson & Johnson (JNJ)	0.3	$8.5M	-19%	41k	206.95	View chart
Pepsi (PEP)	0.3	$8.5M		59k	143.52	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$8.4M	-2%	346k	24.33	View chart
S&p Global (SPGI)	0.3	$8.4M	+25%	16k	522.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.3M	+3%	99k	83.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$8.2M	+2%	159k	51.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.2M	-4%	32k	257.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$8.1M	-33%	170k	47.95	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$8.0M		151k	52.88	View chart
Southern Company (SO)	0.3	$7.9M	-3%	91k	87.20	View chart
International Business Machines (IBM)	0.3	$7.9M	-14%	27k	296.21	View chart
Cisco Systems (CSCO)	0.2	$7.8M	-8%	101k	77.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.6M		40k	191.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$7.5M	-4%	95k	78.81	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$7.3M	-17%	229k	31.66	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$7.2M		45k	161.63	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$7.2M	-15%	50k	143.97	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$7.1M	-50%	236k	30.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$7.0M	-20%	15k	487.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$6.9M	-26%	303k	22.90	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$6.9M	NEW	127k	54.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$6.8M	-32%	148k	45.89	View chart
Intuit (INTU)	0.2	$6.8M	+4%	10k	662.41	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$6.7M	-5%	22k	301.15	View chart
Blackrock (BLK)	0.2	$6.7M	-12%	6.3k	1070.28	View chart
Northrop Grumman Corporation (NOC)	0.2	$6.6M	-8%	12k	570.23	View chart
Amgen (AMGN)	0.2	$6.6M	-6%	20k	327.30	View chart
Gilead Sciences (GILD)	0.2	$6.6M	-2%	54k	122.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.6M	-5%	114k	58.12	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$6.5M	-31%	68k	95.95	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$6.4M	+5%	127k	50.38	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$6.4M	+5%	82k	78.12	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.4M		140k	45.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.3M	+3%	22k	290.23	View chart
Ge Aerospace Com New (GE)	0.2	$6.2M	-10%	20k	308.03	View chart
American Express Company (AXP)	0.2	$6.2M		17k	369.95	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$6.1M	+69%	144k	42.69	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$6.1M	-3%	48k	127.11	View chart
Morgan Stanley Com New (MS)	0.2	$6.0M		34k	177.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$6.0M	+5%	20k	303.90	View chart
Lamar Advertising Cl A (LAMR)	0.2	$6.0M		47k	126.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.9M	-42%	31k	190.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$5.8M	-2%	27k	219.78	View chart
Netflix (NFLX)	0.2	$5.8M	+621%	62k	93.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.7M	-36%	40k	143.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.7M		12k	473.29	View chart
Ing Groep Sponsored Adr (ING)	0.2	$5.7M		203k	28.00	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$5.7M	+6%	112k	50.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.6M	-2%	173k	32.62	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.6M	-17%	30k	183.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.5M	-8%	227k	24.37	View chart
Digital Realty Trust (DLR)	0.2	$5.5M		36k	154.71	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$5.5M	-20%	205k	26.89	View chart
Ge Vernova (GEV)	0.2	$5.4M	-3%	8.3k	653.60	View chart
Etf Ser Solutions Colterpoint Net (NETL)	0.2	$5.4M	+6%	239k	22.74	View chart
Spdr Series Trust State Street Spd (ONEV)	0.2	$5.4M	-11%	41k	133.18	View chart
Bank of America Corporation (BAC)	0.2	$5.4M	-8%	98k	55.00	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$5.4M	+5%	318k	17.01	View chart
Palo Alto Networks (PANW)	0.2	$5.3M	-15%	29k	184.20	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$5.3M	-22%	143k	36.83	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$5.2M	+62%	44k	119.41	View chart
Coca-Cola Company (KO)	0.2	$5.2M		74k	69.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$5.1M	-19%	115k	44.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$5.1M		43k	119.35	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$5.0M	+147%	102k	49.65	View chart
Deere & Company (DE)	0.2	$5.0M	-4%	11k	465.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$5.0M	-22%	145k	34.26	View chart
Thomson Reuters Corp. (TRI)	0.2	$4.9M	+5%	37k	131.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$4.8M	+2%	19k	252.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$4.8M	+5%	82k	58.73	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$4.8M	-19%	146k	32.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$4.8M	+9%	54k	89.43	View chart
Honeywell International (HON)	0.2	$4.7M	-6%	24k	195.09	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.7M	+2%	123k	38.32	View chart
O'reilly Automotive (ORLY)	0.2	$4.7M	-11%	51k	91.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.7M	+6%	203k	23.02	View chart
salesforce (CRM)	0.1	$4.6M	-10%	17k	264.91	View chart
McDonald's Corporation (MCD)	0.1	$4.6M	-11%	15k	305.64	View chart
Kla Corp Com New (KLAC)	0.1	$4.5M	-8%	3.7k	1214.94	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.5M		70k	64.42	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$4.5M	-11%	43k	103.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.4M	-17%	9.1k	483.68	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$4.4M	-39%	110k	40.23	View chart
UnitedHealth (UNH)	0.1	$4.4M	-3%	13k	330.11	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$4.4M	+2%	72k	60.47	View chart
Roper Industries (ROP)	0.1	$4.3M	-10%	9.8k	445.14	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$4.3M	+927%	86k	50.65	View chart
Merck & Co (MRK)	0.1	$4.3M	-6%	41k	105.26	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$4.2M	+2%	27k	155.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$4.2M	+2%	88k	48.11	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.2M		47k	90.40	View chart
Goldman Sachs (GS)	0.1	$4.2M	-2%	4.8k	879.06	View chart
Public Service Enterprise (PEG)	0.1	$4.2M		52k	80.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.2M	-36%	7.3k	566.35	View chart
D.R. Horton (DHI)	0.1	$4.2M		29k	144.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.1M	+20%	68k	60.81	View chart
Advanced Micro Devices (AMD)	0.1	$4.1M	-3%	19k	214.16	View chart
Waste Management (WM)	0.1	$4.1M	-2%	19k	219.71	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.0M	-37%	12k	349.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.0M		26k	154.80	View chart
Walt Disney Company (DIS)	0.1	$4.0M	-10%	35k	113.77	View chart
Paychex (PAYX)	0.1	$4.0M	+2%	35k	112.18	View chart
Union Pacific Corporation (UNP)	0.1	$3.9M	-45%	17k	231.32	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.9M	-38%	89k	43.64	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$3.8M	+13%	83k	46.29	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.8M	-76%	63k	61.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$3.8M		38k	99.88	View chart
Unilever Spon Adr New (UL)	0.1	$3.8M	NEW	58k	65.40	View chart
Abbott Laboratories (ABT)	0.1	$3.7M	-33%	30k	125.29	View chart
Verizon Communications (VZ)	0.1	$3.7M	-23%	92k	40.73	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$3.7M	+3%	382k	9.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.6M	-5%	31k	117.21	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$3.6M	+3%	279k	12.90	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.6M	-31%	135k	26.52	View chart
Waters Corporation (WAT)	0.1	$3.6M		9.4k	379.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.6M	+5%	13k	279.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.5M	+70%	78k	44.71	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$3.5M	+32%	70k	49.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.4M	-5%	32k	106.70	View chart
Eaton Corp SHS (ETN)	0.1	$3.4M	-4%	11k	318.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.4M	+7%	36k	96.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.4M		44k	77.02	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$3.4M	-29%	57k	58.61	View chart
Procter & Gamble Company (PG)	0.1	$3.3M	-25%	23k	143.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.3M	+24%	27k	120.18	View chart
Darden Restaurants (DRI)	0.1	$3.3M	+478%	18k	184.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.2M	-9%	65k	49.46	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$3.2M	+2%	58k	54.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M		41k	77.88	View chart
Equitable Holdings (EQH)	0.1	$3.2M	+2%	66k	47.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.1M	+8%	53k	59.93	View chart
Vistra Energy (VST)	0.1	$3.1M	+440%	20k	161.33	View chart
Philip Morris International (PM)	0.1	$3.1M	-16%	20k	160.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.1M	-4%	105k	29.61	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$3.1M	-17%	97k	32.05	View chart
Axon Enterprise (AXON)	0.1	$3.1M	-7%	5.4k	567.93	View chart
American Tower Reit (AMT)	0.1	$3.1M	-7%	18k	175.57	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$3.1M	+26%	64k	48.04	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.1M	+5%	40k	75.77	View chart
Altria (MO)	0.1	$3.0M	-27%	53k	57.66	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.0M	-65%	111k	27.26	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.0M	-22%	55k	54.77	View chart
Oracle Corporation (ORCL)	0.1	$3.0M		15k	194.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.0M	-57%	60k	50.01	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.0M	+33%	44k	67.43	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$3.0M	+9%	62k	47.35	View chart
At&t (T)	0.1	$2.9M	-24%	118k	24.84	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.9M	-27%	66k	44.50	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.9M		116k	25.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.9M	+3%	28k	101.98	View chart
Ishares Tr Future Exponenti (XT)	0.1	$2.9M	-76%	41k	69.74	View chart
CVS Caremark Corporation (CVS)	0.1	$2.9M		36k	79.36	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.9M	-16%	60k	47.85	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	-18%	4.9k	579.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.8M	+8%	17k	171.18	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$2.8M	+6%	105k	26.91	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.8M		24k	116.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.8M	-6%	31k	88.49	View chart
Nextera Energy (NEE)	0.1	$2.7M		34k	80.28	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$2.7M	-24%	60k	45.17	View chart
Wells Fargo & Company (WFC)	0.1	$2.7M	-2%	29k	93.20	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$2.7M	+4%	121k	22.41	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M	-11%	25k	107.11	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.7M	+70%	53k	50.88	View chart
Quanta Services (PWR)	0.1	$2.7M	+5%	6.3k	422.03	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$2.7M	+24%	91k	29.28	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$2.6M		23k	115.10	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.6M	-5%	115k	22.91	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.6M	-11%	33k	80.63	View chart
Arista Networks Com Shs (ANET)	0.1	$2.6M	-20%	20k	131.03	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.6M	-14%	52k	50.94	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.6M		35k	75.05	View chart

Past Filings by Dynamic Advisor Solutions

SEC 13F filings are viewable for Dynamic Advisor Solutions going back to 2013

Dynamic Advisor Solutions 2025 Q4 filed Jan. 9, 2026
Dynamic Advisor Solutions 2025 Q3 filed Oct. 9, 2025
Dynamic Advisor Solutions 2025 Q2 filed July 9, 2025
Dynamic Advisor Solutions 2025 Q1 filed April 17, 2025
Dynamic Advisor Solutions 2024 Q4 filed Jan. 21, 2025
Dynamic Advisor Solutions 2024 Q3 filed Oct. 7, 2024
Dynamic Advisor Solutions 2024 Q2 filed July 15, 2024
Dynamic Advisor Solutions 2024 Q1 filed April 12, 2024
Dynamic Advisor Solutions 2023 Q4 filed Jan. 10, 2024
Dynamic Advisor Solutions 2023 Q3 filed Oct. 11, 2023
Dynamic Advisor Solutions 2023 Q2 filed Aug. 3, 2023
Dynamic Advisor Solutions 2023 Q1 filed April 11, 2023
Dynamic Advisor Solutions 2022 Q4 filed Jan. 13, 2023
Dynamic Advisor Solutions 2022 Q3 filed Oct. 20, 2022
Dynamic Advisor Solutions 2022 Q2 filed July 27, 2022
Dynamic Advisor Solutions 2022 Q1 filed April 11, 2022

View all past filings

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