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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, MSFT, FBND, and represent 9.92% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: SCHM (+$15M), VXUS (+$10M), FTCB (+$9.5M), JEPI, AAPL, DUK, CNQ, PNC, EMR, SATS.
Started 69 new stock positions in BFEB, ONEY, FV, FTXL, NOG, BJAN, MET, BOCT, CAH, AOK.
Reduced shares in these 10 stocks: JPME (-$15M), VOO (-$5.6M), PAYX, QQQ, TRI, VOT, ROP, SCHD, WTW, SPGI.
Sold out of its positions in A, OKLO, AWK, AstraZeneca, AVTR, FNGD, BDX, BXSL, DEO, DDS.
Dynamic Advisor Solutions was a net buyer of stock by $114M.
Dynamic Advisor Solutions has $3.2B in assets under management (AUM), dropping by 2.07%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 960 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Dynamic Advisor Solutions has 960 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions March 31, 2026 positions
Download the Dynamic Advisor Solutions March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.2	$102M	+4%	401k	253.79	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$65M	+2%	853k	76.54	View chart
NVIDIA Corporation (NVDA)	1.7	$56M	+4%	319k	174.40	View chart
Microsoft Corporation (MSFT)	1.5	$49M	-3%	131k	370.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$44M	+3%	969k	45.62	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$41M	+3%	575k	70.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$41M		325k	125.13	View chart
Amazon (AMZN)	1.2	$37M	+2%	178k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$36M	-7%	62k	577.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$36M		725k	48.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$35M	+71%	1.1M	30.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$34M		119k	287.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$33M	+2%	1.3M	25.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$32M	+3%	50k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$32M	+3%	356k	90.53	View chart
Tesla Motors (TSLA)	1.0	$32M	+2%	86k	371.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.0	$31M		739k	42.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$31M	-15%	52k	597.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$31M	+4%	417k	73.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$31M		603k	50.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$29M	+2%	749k	38.86	View chart
Broadcom (AVGO)	0.9	$29M	-3%	94k	309.51	View chart
Spdr Series Trust State Street Spd (SPIB)	0.9	$29M	+6%	864k	33.54	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$29M	+4%	617k	46.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$26M		878k	29.08	View chart
JPMorgan Chase & Co. (JPM)	0.7	$24M	+2%	81k	294.16	View chart
Meta Platforms Cl A (META)	0.7	$23M		41k	572.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$23M		52k	430.29	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$21M		319k	67.12	View chart
Chevron Corporation (CVX)	0.7	$21M	-2%	103k	206.90	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.6	$21M		295k	69.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$20M	-6%	244k	82.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$20M		513k	38.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$20M	+3%	324k	61.32	View chart
Costco Wholesale Corporation (COST)	0.6	$20M		20k	996.41	View chart
Ishares Emng Mkts Eqt (EMGF)	0.6	$20M	+3%	322k	60.43	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.6	$19M		770k	24.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$19M	+3%	58k	320.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$18M	+2%	63k	286.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$18M	+2%	226k	79.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$18M	+2%	37k	479.20	View chart
Wal-Mart Stores (WMT)	0.5	$17M		140k	124.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$17M		26k	650.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$17M	-2%	266k	64.08	View chart
Eli Lilly & Co. (LLY)	0.5	$17M	+3%	18k	919.79	View chart
Caterpillar (CAT)	0.5	$17M	+11%	24k	708.47	View chart
Exxon Mobil Corporation (XOM)	0.5	$16M		95k	169.66	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.5	$15M	+3%	628k	24.14	View chart
Home Depot (HD)	0.5	$15M	+7%	46k	328.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$15M	+4%	213k	70.18	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$15M	+2%	433k	33.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$15M		206k	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$14M	+2%	293k	48.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$14M	+3%	254k	54.05	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$14M		280k	48.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$13M	+54%	234k	56.68	View chart
Abbvie (ABBV)	0.4	$13M	+2%	60k	217.49	View chart
Palantir Technologies Cl A (PLTR)	0.4	$13M	+6%	89k	146.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$13M	+7%	114k	112.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$13M		188k	67.53	View chart
Ast Spacemobile Com Cl A (ASTS)	0.4	$13M		152k	82.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$12M	+569%	158k	77.11	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.4	$12M	+5%	129k	93.27	View chart
Sherwin-Williams Company (SHW)	0.4	$12M		37k	320.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$12M	+3%	48k	248.00	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$12M		240k	48.15	View chart
Emerson Electric (EMR)	0.4	$11M	+28%	87k	131.02	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$11M	+9%	200k	53.99	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$11M	+751%	514k	20.96	View chart
Visa Com Cl A (V)	0.3	$10M	+8%	34k	302.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$10M	+10%	409k	24.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$10M		98k	102.25	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$9.7M	+7%	81k	119.51	View chart
Johnson & Johnson (JNJ)	0.3	$9.6M	-4%	39k	244.44	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.3	$9.4M		157k	59.75	View chart
Pepsi (PEP)	0.3	$9.3M		60k	155.29	View chart
Southern Company (SO)	0.3	$9.3M	+5%	96k	96.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.1M		90k	100.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$8.9M	+2%	242k	36.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.8M	+7%	106k	82.75	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.6M	+2%	17k	499.67	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$8.5M	+2%	353k	24.11	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$8.5M		161k	52.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.3M		32k	261.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$8.3M	-21%	271k	30.68	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$8.3M	+2%	173k	47.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$8.0M		153k	52.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$7.9M		44k	181.42	View chart
Northrop Grumman Corporation (NOC)	0.2	$7.9M		12k	682.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.9M	+2%	41k	191.92	View chart
Gilead Sciences (GILD)	0.2	$7.7M	+2%	55k	139.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$7.6M	+3%	237k	32.22	View chart
Cisco Systems (CSCO)	0.2	$7.6M	-2%	98k	77.59	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$7.5M	+8%	138k	54.13	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$7.4M	+3%	315k	23.65	View chart
Ge Vernova (GEV)	0.2	$7.4M		8.5k	872.86	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$7.4M	+3%	245k	30.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$7.2M		22k	328.66	View chart
Duke Energy Corp Com New (DUK)	0.2	$7.1M	+77%	54k	130.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$7.1M	-4%	91k	78.41	View chart
Amgen (AMGN)	0.2	$6.9M	-2%	20k	351.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$6.9M	+15%	35k	196.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$6.8M	+2%	20k	337.96	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$6.8M		148k	45.87	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$6.7M	+3%	70k	95.82	View chart
Netflix (NFLX)	0.2	$6.7M	+13%	70k	96.15	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$6.7M	+5%	86k	77.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.7M	+7%	23k	287.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$6.6M		50k	132.90	View chart
International Business Machines (IBM)	0.2	$6.6M	+2%	27k	242.39	View chart
Digital Realty Trust (DLR)	0.2	$6.5M		36k	180.21	View chart
Deere & Company (DE)	0.2	$6.5M	+7%	12k	563.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.3M	-2%	137k	46.23	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$6.3M	-4%	137k	45.89	View chart
Blackrock (BLK)	0.2	$6.3M	+3%	6.5k	961.65	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$6.2M		125k	50.05	View chart
Ge Aerospace Com New (GE)	0.2	$6.2M	+8%	22k	283.77	View chart
Lamar Advertising Cl A (LAMR)	0.2	$6.1M	+3%	49k	126.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.0M	-4%	108k	55.52	View chart
Morgan Stanley Com New (MS)	0.2	$6.0M	+7%	36k	164.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.0M		40k	148.10	View chart
Etf Ser Solutions Colterpoint Net (NETL)	0.2	$5.9M		239k	24.69	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.9M	-2%	47k	125.93	View chart
Spdr Series Trust State Street Spd (ONEV)	0.2	$5.9M	+6%	44k	134.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$5.8M		27k	215.06	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$5.7M		114k	50.62	View chart
Honeywell International (HON)	0.2	$5.7M	+4%	25k	226.03	View chart
Coca-Cola Company (KO)	0.2	$5.7M		75k	76.05	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.7M	-3%	29k	192.90	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$5.6M		209k	26.91	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.5M		9.1k	604.42	View chart
Intuit (INTU)	0.2	$5.4M	+23%	13k	432.37	View chart
Ing Groep Sponsored Adr (ING)	0.2	$5.4M	+2%	209k	26.05	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$5.4M	+4%	150k	36.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.4M	-2%	221k	24.27	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$5.3M		319k	16.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$5.3M		114k	46.36	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$5.3M	+3%	44k	118.60	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$5.2M	+7%	48k	109.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.2M		12k	426.41	View chart
American Express Company (AXP)	0.2	$5.2M	+2%	17k	302.47	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$5.2M	+7%	88k	58.54	View chart
Palo Alto Networks (PANW)	0.2	$5.1M	+9%	32k	160.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$5.1M	+29%	132k	38.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.1M		174k	29.13	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$5.0M	+5%	82k	61.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$5.0M		148k	33.67	View chart
Bank of America Corporation (BAC)	0.2	$5.0M	+3%	102k	48.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$4.9M	+4%	56k	87.84	View chart
Merck & Co (MRK)	0.2	$4.9M		41k	120.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.9M	+6%	215k	22.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.9M	-22%	11k	436.79	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.9M	+44%	11k	460.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$4.9M		144k	33.77	View chart
McDonald's Corporation (MCD)	0.2	$4.8M	+4%	16k	310.79	View chart
S&p Global (SPGI)	0.2	$4.8M	-29%	11k	425.34	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.8M		70k	68.14	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$4.8M		44k	108.98	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$4.7M		73k	65.04	View chart
O'reilly Automotive (ORLY)	0.1	$4.7M		51k	92.31	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$4.7M	-3%	118k	39.43	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$4.6M	+6%	91k	50.71	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$4.6M	+34%	93k	49.51	View chart
Advanced Micro Devices (AMD)	0.1	$4.6M	+18%	23k	203.43	View chart
Kla Corp Com New (KLAC)	0.1	$4.6M	-16%	3.1k	1472.30	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$4.5M		28k	161.73	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.4M	-2%	46k	97.73	View chart
Public Service Enterprise (PEG)	0.1	$4.4M	+4%	54k	80.95	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$4.4M	-5%	41k	108.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.3M	-4%	18k	237.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.3M	+10%	75k	58.18	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$4.3M		88k	49.40	View chart
Verizon Communications (VZ)	0.1	$4.3M	-6%	86k	50.20	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$4.3M		111k	38.42	View chart
Quanta Services (PWR)	0.1	$4.2M	+22%	7.7k	548.99	View chart
Waste Management (WM)	0.1	$4.2M		18k	229.79	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$4.2M	+25%	350k	12.06	View chart
Goldman Sachs (GS)	0.1	$4.2M	+3%	5.0k	846.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.2M	+10%	42k	99.27	View chart
United Parcel Svcs CL B (UPS)	0.1	$4.2M	+88%	43k	98.38	View chart
Arista Networks Com Shs (ANET)	0.1	$4.2M	+68%	34k	122.78	View chart
Altria (MO)	0.1	$4.2M	+19%	63k	65.99	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$4.0M	+13%	434k	9.16	View chart
D.R. Horton (DHI)	0.1	$4.0M		29k	137.22	View chart
Union Pacific Corporation (UNP)	0.1	$3.9M	-4%	16k	242.62	View chart
Eaton Corp SHS (ETN)	0.1	$3.9M		11k	357.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$3.9M	+2%	26k	146.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.8M	+8%	48k	80.58	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$3.8M	+63%	81k	47.16	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.8M		63k	60.12	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.7M	+29%	31k	118.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.7M	-2%	87k	42.54	View chart
UnitedHealth (UNH)	0.1	$3.7M		14k	270.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.6M	+4%	38k	97.13	View chart
Darden Restaurants (DRI)	0.1	$3.6M	+4%	19k	196.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.6M	+5%	34k	106.50	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.6M		138k	26.26	View chart
salesforce (CRM)	0.1	$3.6M	+11%	19k	186.67	View chart
At&t (T)	0.1	$3.6M	+5%	125k	28.99	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$3.6M	+18%	76k	47.72	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$3.6M	+5%	88k	40.80	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.6M	+6%	118k	30.22	View chart
Procter & Gamble Company (PG)	0.1	$3.6M	+5%	25k	144.44	View chart
PNC Financial Services (PNC)	0.1	$3.5M	+264%	17k	208.09	View chart
Philip Morris International (PM)	0.1	$3.5M	+8%	21k	165.34	View chart
TJX Companies (TJX)	0.1	$3.5M	+39%	22k	159.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.4M	+22%	14k	243.08	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$3.4M	-3%	55k	61.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.4M	+3%	68k	49.95	View chart
Walt Disney Company (DIS)	0.1	$3.3M		35k	96.38	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.3M	+2%	41k	80.61	View chart
Unilever Spon Adr New (UL)	0.1	$3.3M		58k	56.97	View chart
Nextera Energy (NEE)	0.1	$3.3M	+3%	35k	92.88	View chart
Citizens Financial (CFG)	0.1	$3.2M	+31%	54k	59.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.2M	+8%	65k	50.04	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$3.2M	+10%	69k	46.52	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$3.2M	+56%	36k	88.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.2M	+2%	29k	110.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.1M	+8%	48k	65.69	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.1	$3.1M	+10%	116k	27.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.1M		41k	77.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.1M		53k	59.55	View chart
Vistra Energy (VST)	0.1	$3.1M	+6%	21k	150.33	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.1M	+17%	41k	75.19	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.0M	+4%	121k	24.91	View chart
American Tower Reit (AMT)	0.1	$3.0M		18k	172.58	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.0M	+45%	2.3k	1320.67	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$3.0M	+177%	47k	64.35	View chart
Canadian Natural Resources (CNQ)	0.1	$3.0M	NEW	61k	48.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.0M	+4%	63k	47.55	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.0M	+61%	109k	27.23	View chart
Waters Corporation (WAT)	0.1	$2.9M	+4%	9.9k	297.80	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$2.9M	-4%	93k	31.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.9M	-18%	14k	213.66	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.9M	-2%	64k	44.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.9M	+7%	27k	106.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.9M	+2%	32k	88.70	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.8M	+5%	58k	49.37	View chart
Applied Materials (AMAT)	0.1	$2.8M	+6%	8.3k	341.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.8M	+52%	20k	142.43	View chart
Fidelity Natl Finl Com Shs (FNF)	0.1	$2.8M	+3%	60k	46.38	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$2.8M	+4%	95k	29.18	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.8M	+2%	40k	69.75	View chart
Equitable Holdings (EQH)	0.1	$2.8M	+12%	75k	37.11	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$2.7M	+8%	39k	70.36	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$2.7M		123k	22.39	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.7M	+3%	54k	50.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M	-20%	22k	124.31	View chart
Ishares Tr Future Exponenti (XT)	0.1	$2.7M	-4%	39k	68.15	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.7M	+2%	118k	22.66	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 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
Dynamic Advisor Solutions 2022 Q2 filed July 27, 2022

View all past filings

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