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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, NVDA, GSLC, FBND, and represent 10.03% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: BKGI (+$7.5M), KLAC (+$6.8M), VO (+$5.8M), FBND (+$5.8M), GSLC, IWF, VUG, GTO, VOO, SPCX.
Started 122 new stock positions in NMAY, TDIV, SCCO, HPE, FSIG, AIRR, SOLS, CCI, Roundhill Memory Etf, JPMB.
Reduced shares in these 10 stocks: IVV (-$26M), VTI (-$8.9M), Honeywell International (-$5.7M), PANW, VTV, MA, EPI, GOOGL, TSLA, AMD.
Sold out of its positions in AIG, NLY, BR, CTRA, CG, PRTS, CIFR, FIX, DNP, DVA.
Dynamic Advisor Solutions was a net buyer of stock by $59M.
Dynamic Advisor Solutions has $3.5B in assets under management (AUM), dropping by 10.95%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 1030 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Dynamic Advisor Solutions has 1030 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions June 30, 2026 positions
Download the Dynamic Advisor Solutions June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$116M		402k	289.36	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.1	$75M		855k	87.88	View chart
NVIDIA Corporation (NVDA)	1.7	$62M	-3%	308k	200.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$51M	+10%	360k	141.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$50M	+13%	1.1M	45.49	View chart
Microsoft Corporation (MSFT)	1.3	$46M	-5%	125k	373.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.3	$46M		567k	81.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$44M	+5%	1.2M	36.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$44M	-3%	60k	736.39	View chart
Amazon (AMZN)	1.1	$40M	-4%	170k	238.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$40M	+4%	760k	52.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$40M	+5%	1.4M	29.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$40M	+10%	58k	686.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$39M	-7%	110k	357.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$37M	+8%	387k	96.58	View chart
Broadcom (AVGO)	1.0	$34M	-3%	90k	377.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$33M	+8%	655k	50.57	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$33M	+13%	701k	46.87	View chart
Tesla Motors (TSLA)	0.9	$33M	-8%	78k	420.60	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$33M	+2%	899k	36.13	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.9	$32M	-2%	728k	44.36	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.9	$31M	+8%	938k	33.46	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.9	$31M		736k	42.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$31M		419k	73.41	View chart
JPMorgan Chase & Co. (JPM)	0.8	$27M		82k	327.33	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.7	$26M	+12%	332k	77.93	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$26M	+7%	344k	74.96	View chart
Caterpillar (CAT)	0.7	$26M		24k	1064.88	View chart
Ishares Emng Mkts Eqt (EMGF)	0.7	$25M	+6%	344k	73.26	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.7	$25M	+7%	348k	72.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$24M	+7%	68k	353.33	View chart
Meta Platforms Cl A (META)	0.7	$23M		41k	563.29	View chart
Eli Lilly & Co. (LLY)	0.6	$22M		19k	1199.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$21M	+6%	261k	82.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$21M		513k	41.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$21M	+12%	128k	161.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$21M	+5%	28k	746.77	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.6	$20M	+5%	816k	24.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$20M	+9%	248k	79.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$19M		53k	368.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$19M		265k	71.25	View chart
Costco Wholesale Corporation (COST)	0.5	$19M		20k	935.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$18M	-5%	35k	500.39	View chart
Chevron Corporation (CVX)	0.5	$17M		103k	165.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$17M	-3%	419k	40.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$17M	+3%	220k	75.79	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.5	$17M	+8%	681k	24.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$17M	-2%	201k	82.34	View chart
Home Depot (HD)	0.5	$17M	+2%	47k	352.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$16M		287k	55.01	View chart
Ast Spacemobile Com Cl A (ASTS)	0.4	$16M	+16%	178k	88.86	View chart
Wal-Mart Stores (WMT)	0.4	$16M		139k	113.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$16M	+3%	262k	59.69	View chart
Abbvie (ABBV)	0.4	$15M	-2%	59k	251.64	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$14M	+5%	296k	48.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$14M	+6%	169k	85.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$14M		187k	77.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$14M		47k	300.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$14M		22k	640.75	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.4	$14M	+11%	143k	96.02	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$14M	+8%	259k	52.38	View chart
Sherwin-Williams Company (SHW)	0.4	$13M		37k	344.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$13M	-41%	34k	370.04	View chart
Exxon Mobil Corporation (XOM)	0.4	$13M	-3%	91k	136.72	View chart
Visa Com Cl A (V)	0.3	$12M	+2%	35k	343.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$12M	-10%	209k	56.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$12M	-68%	16k	748.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$12M		417k	27.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$11M	+3%	101k	110.15	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.3	$11M	+7%	170k	64.00	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$11M		197k	54.46	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$10M	+9%	55k	190.52	View chart
Emerson Electric (EMR)	0.3	$10M	-16%	72k	143.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$10M	-8%	40k	252.23	View chart
Johnson & Johnson (JNJ)	0.3	$10M		40k	253.97	View chart
Advanced Micro Devices (AMD)	0.3	$9.9M	-24%	17k	580.91	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$9.9M		82k	120.23	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.9M	+8%	98k	100.81	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.3	$9.8M	-2%	236k	41.73	View chart
Ge Vernova (GEV)	0.3	$9.8M		8.4k	1174.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$9.5M		31k	303.12	View chart
Cisco Systems (CSCO)	0.3	$9.4M	-17%	80k	117.46	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$9.4M	-2%	20k	477.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$9.2M	+4%	111k	82.65	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$9.1M	-15%	436k	20.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$9.0M	+9%	161k	55.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$9.0M	+4%	283k	31.71	View chart
Southern Company (SO)	0.2	$8.5M	-6%	89k	95.71	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$8.5M	-6%	150k	56.52	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.2	$8.4M	-2%	346k	24.35	View chart
Ge Aerospace Com New (GE)	0.2	$8.4M	+2%	23k	373.73	View chart
Northrop Grumman Corporation (NOC)	0.2	$8.4M	+42%	16k	509.31	View chart
Morgan Stanley Com New (MS)	0.2	$8.3M	+9%	40k	209.04	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$8.3M		174k	47.75	View chart
Merck & Co (MRK)	0.2	$8.3M	+56%	64k	128.50	View chart
Pepsi (PEP)	0.2	$8.2M		61k	135.40	View chart
Palantir Technologies Cl A (PLTR)	0.2	$8.2M	-21%	70k	116.67	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$8.1M		308k	26.16	View chart
International Business Machines (IBM)	0.2	$8.0M	+4%	29k	281.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$8.0M		152k	52.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.9M	-8%	37k	212.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$7.9M	-2%	232k	34.12	View chart
Netflix (NFLX)	0.2	$7.9M	+58%	110k	71.40	View chart
Gilead Sciences (GILD)	0.2	$7.8M	+11%	62k	126.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$7.8M	+32%	231k	33.84	View chart
Kla Corp Com New (KLAC)	0.2	$7.7M	+726%	26k	301.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$7.6M	+309%	95k	80.57	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.2	$7.6M	-3%	45k	168.46	View chart
Lamar Advertising Cl A (LAMR)	0.2	$7.5M		48k	155.98	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$7.5M		138k	54.67	View chart
Goldman Sachs (GS)	0.2	$7.5M	+49%	7.4k	1011.37	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.2	$7.5M	NEW	167k	44.97	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$7.4M	+10%	78k	95.61	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$7.4M		247k	30.01	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$7.4M	+29%	147k	50.58	View chart
Intel Corporation (INTC)	0.2	$7.4M		53k	139.63	View chart
Amgen (AMGN)	0.2	$7.3M	+2%	20k	362.12	View chart
Duke Energy Corp Com New (DUK)	0.2	$7.2M	+3%	57k	126.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$7.0M	+3%	142k	49.55	View chart
Deere & Company (DE)	0.2	$7.0M	-4%	11k	634.33	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$6.9M	+3%	89k	77.58	View chart
Ing Groep Sponsored Adr (ING)	0.2	$6.6M		210k	31.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.5M		106k	61.46	View chart
Palo Alto Networks (PANW)	0.2	$6.5M	-40%	19k	341.01	View chart
Digital Realty Trust (DLR)	0.2	$6.5M		36k	179.58	View chart
Etf Ser Solutions Colterpoint Net (NETL)	0.2	$6.4M		240k	26.70	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$6.4M	+4%	219k	29.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.3M		40k	158.03	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$6.3M		323k	19.57	View chart
Coca-Cola Company (KO)	0.2	$6.3M	+3%	78k	81.27	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$6.3M		123k	50.83	View chart
Blackrock (BLK)	0.2	$6.2M		6.5k	961.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.2M	+311%	50k	124.17	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.2	$6.2M		43k	143.07	View chart
American Express Company (AXP)	0.2	$6.2M	+6%	18k	338.26	View chart
Micron Technology (MU)	0.2	$6.1M	-18%	5.3k	1154.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.0M	-14%	77k	77.91	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$6.0M	-2%	133k	45.34	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$6.0M	+12%	54k	111.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.0M	+7%	31k	189.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$5.9M	+7%	123k	48.56	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$5.8M	+8%	61k	95.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$5.8M	-7%	25k	236.62	View chart
Arista Networks Com Shs (ANET)	0.2	$5.8M		34k	169.88	View chart
Bank of America Corporation (BAC)	0.2	$5.8M		101k	56.98	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.2	$5.7M	+25%	117k	49.03	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$5.7M	+11%	132k	43.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.7M	+6%	235k	24.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.7M	+2%	19k	302.97	View chart
Applied Materials (AMAT)	0.2	$5.6M	-6%	7.8k	723.04	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$5.5M		152k	36.52	View chart
Lam Research Corp Com New (LRCX)	0.2	$5.5M	-6%	13k	433.32	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.5M	+17%	11k	509.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.4M	+37%	52k	103.88	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.3M	+45%	18k	298.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.3M	+5%	78k	68.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.2M	-40%	10k	513.61	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$5.2M		45k	115.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.2M		90k	58.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.2M		44k	117.45	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$5.1M	-2%	140k	36.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$5.1M	-2%	145k	35.03	View chart
United Parcel Svcs CL B (UPS)	0.1	$5.1M	+10%	47k	107.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$5.0M	+416%	58k	86.14	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$5.0M		73k	68.22	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$4.9M	+37%	104k	47.27	View chart
UnitedHealth (UNH)	0.1	$4.9M	-13%	12k	415.64	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$4.9M	+6%	51k	96.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.9M		214k	22.78	View chart
D.R. Horton (DHI)	0.1	$4.9M	+3%	30k	162.88	View chart
O'reilly Automotive (ORLY)	0.1	$4.8M	+2%	52k	92.09	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$4.8M	-2%	108k	44.48	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$4.8M		87k	54.63	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$4.6M	+9%	382k	12.03	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$4.6M		90k	50.78	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.6M	+22%	51k	90.10	View chart
Altria (MO)	0.1	$4.5M		63k	71.95	View chart
Public Service Enterprise (PEG)	0.1	$4.5M		55k	81.16	View chart
Union Pacific Corporation (UNP)	0.1	$4.4M		16k	272.00	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$4.4M	+2%	42k	106.93	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$4.4M	+10%	480k	9.17	View chart
Eaton Corp SHS (ETN)	0.1	$4.3M	-7%	10k	426.10	View chart
PNC Financial Services (PNC)	0.1	$4.3M	+2%	18k	246.22	View chart
Quanta Services (PWR)	0.1	$4.3M	-23%	5.9k	720.02	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$4.2M	-7%	29k	144.61	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$4.2M		80k	52.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.2M	+29%	26k	164.27	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$4.1M	-3%	84k	49.28	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.1M	-2%	10k	397.69	View chart
Citizens Financial (CFG)	0.1	$4.1M	+8%	59k	70.07	View chart
Darden Restaurants (DRI)	0.1	$4.0M	+5%	20k	206.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.0M	-4%	40k	98.98	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.0M	-11%	2.0k	1989.89	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$4.0M	+24%	144k	27.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.9M	+8%	37k	106.47	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.9M	-10%	74k	53.11	View chart
Nextera Energy (NEE)	0.1	$3.9M	+26%	45k	87.77	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.9M	-9%	57k	68.54	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.9M	+2%	43k	91.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.9M	+6%	31k	124.76	View chart
Waste Management (WM)	0.1	$3.8M	-6%	17k	222.87	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$3.8M	-26%	32k	117.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.8M	-13%	114k	33.29	View chart
CVS Caremark Corporation (CVS)	0.1	$3.8M		36k	103.45	View chart
Verizon Communications (VZ)	0.1	$3.8M	+3%	89k	42.34	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$3.7M	+15%	80k	46.77	View chart
Procter & Gamble Company (PG)	0.1	$3.7M	+2%	25k	146.64	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$3.7M	-11%	23k	158.66	View chart
McDonald's Corporation (MCD)	0.1	$3.7M	-12%	14k	270.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.7M	-52%	17k	217.94	View chart
Unilever Spon Adr New (UL)	0.1	$3.7M	+5%	61k	60.12	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.6M		138k	26.18	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$3.6M		55k	65.59	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.6M	+5%	72k	50.23	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.5M	+19%	130k	27.33	View chart
Dominion Resources (D)	0.1	$3.5M	+1453%	52k	68.29	View chart
Philip Morris International (PM)	0.1	$3.5M	-8%	19k	180.91	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$3.5M	-31%	19k	185.23	View chart
Vistra Energy (VST)	0.1	$3.5M	+6%	22k	158.63	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.5M	-7%	65k	53.47	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.4M	+10%	131k	25.94	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$3.4M	NEW	20k	170.86	View chart
salesforce (CRM)	0.1	$3.4M	+11%	22k	156.66	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$3.4M	+17%	46k	73.80	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$3.4M	NEW	35k	94.93	View chart
Walt Disney Company (DIS)	0.1	$3.4M		35k	96.25	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.3M		66k	50.60	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.3M	+2%	49k	67.24	View chart
Intuit (INTU)	0.1	$3.3M		13k	261.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.2M	-2%	39k	82.84	View chart
TJX Companies (TJX)	0.1	$3.2M	-2%	21k	151.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.2M		22k	148.31	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.2M	+6%	129k	24.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.2M	+995%	27k	119.52	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$3.1M		94k	33.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.1M	-12%	4.1k	763.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.1M	+11%	89k	34.81	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$3.1M	+5%	68k	45.70	View chart
Public Storage (PSA)	0.1	$3.0M	+11%	9.5k	318.32	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.0M	+3%	28k	107.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.0M	-3%	31k	96.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.0M	+14%	4.6k	655.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$3.0M	+13%	46k	64.50	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.0M		63k	47.41	View chart
Honeywell International (HON)	0.1	$3.0M	NEW	13k	223.90	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$2.9M	+6%	102k	29.01	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$2.9M	+6%	45k	65.61	View chart
Stryker Corporation (SYK)	0.1	$2.9M	+22%	9.3k	314.83	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$2.9M	-10%	35k	82.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.8M	+8%	93k	30.49	View chart

Past Filings by Dynamic Advisor Solutions

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

Dynamic Advisor Solutions 2026 Q2 filed July 7, 2026
Dynamic Advisor Solutions 2026 Q1 filed April 8, 2026
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

View all past filings

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