Dynamic Advisor Solutions LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$3.1B
Holdings
932
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (932 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | INTUINTUIT | 10,228 | $6.8M | 0.22% | |
| 102 | SOXXISHARES TR | 22,402 | $6.7M | 0.22% | |
| 103 | BLKBLACKROCK INC | 6,262 | $6.7M | 0.22% | |
| 104 | NOCNORTHROP GRUMMAN CORP | 11,625 | $6.6M | 0.21% | |
| 105 | AMGNAMGEN INC | 20,247 | $6.6M | 0.21% | |
| 106 | GILDGILEAD SCIENCES INC | 53,825 | $6.6M | 0.21% | |
| 107 | JEPQJ P MORGAN EXCHANGE TRADED F | 113,509 | $6.6M | 0.21% | |
| 108 | LDURPIMCO ETF TR | 67,853 | $6.5M | 0.21% | |
| 109 | TAXFAMERICAN CENTY ETF TR | 127,063 | $6.4M | 0.21% | |
| 110 | VPLSVANGUARD MALVERN FDS | 81,926 | $6.4M | 0.21% | |
| 111 | IQLTISHARES TR | 140,093 | $6.4M | 0.20% | |
| 112 | VOVANGUARD INDEX FDS | 21,622 | $6.3M | 0.20% | |
| 113 | GEGE AEROSPACE | 20,231 | $6.2M | 0.20% | |
| 114 | AXPAMERICAN EXPRESS CO | 16,659 | $6.2M | 0.20% | |
| 115 | XLUSELECT SECTOR SPDR TR | 143,626 | $6.1M | 0.20% | |
| 116 | PWBINVESCO EXCHANGE TRADED FD T | 47,850 | $6.1M | 0.20% | |
| 117 | DWDMORGAN STANLEY | 33,898 | $6.0M | 0.19% | |
| 118 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,597 | $6.0M | 0.19% | |
| 119 | LAMRLAMAR ADVERTISING CO NEW | 47,017 | $6.0M | 0.19% | |
| 120 | VTVVANGUARD INDEX FDS | 30,651 | $5.9M | 0.19% | |
| 121 | VIGVANGUARD SPECIALIZED FUNDS | 26,531 | $5.8M | 0.19% | |
| 122 | NFLXNETFLIX INC | 61,655 | $5.8M | 0.19% | |
| 123 | VYMVANGUARD WHITEHALL FDS | 40,057 | $5.7M | 0.18% | |
| 124 | IWFISHARES TR | 12,089 | $5.7M | 0.18% | |
| 125 | INGING GROEP N.V. | 202,935 | $5.7M | 0.18% | |
| 126 | ICSHISHARES TR | 112,044 | $5.7M | 0.18% | |
| 127 | SCHGSCHWAB STRATEGIC TR | 172,980 | $5.6M | 0.18% | |
| 128 | RTXRTX CORPORATION | 30,395 | $5.6M | 0.18% | |
| 129 | SCHOSCHWAB STRATEGIC TR | 227,350 | $5.5M | 0.18% | |
| 130 | FQIDIGITAL RLTY TR INC | 35,770 | $5.5M | 0.18% | |
| 131 | FRELFIDELITY COVINGTON TRUST | 204,833 | $5.5M | 0.18% | |
| 132 | GEVGE VERNOVA INC | 8,327 | $5.4M | 0.17% | |
| 133 | NETLETF SER SOLUTIONS | 239,192 | $5.4M | 0.17% | |
| 134 | ONEVSPDR SERIES TRUST | 40,825 | $5.4M | 0.17% | |
| 135 | BACBANK AMERICA CORP | 98,314 | $5.4M | 0.17% | |
| 136 | WCMIFIRST TR EXCHANGE-TRADED FD | 317,541 | $5.4M | 0.17% | |
| 137 | PANWPALO ALTO NETWORKS INC | 28,911 | $5.3M | 0.17% | |
| 138 | HYLBDBX ETF TR | 143,158 | $5.3M | 0.17% | |
| 139 | XLYSELECT SECTOR SPDR TR | 43,774 | $5.2M | 0.17% | |
| 140 | KOCOCA COLA CO | 74,275 | $5.2M | 0.17% | |
| 141 | FNDCSCHWAB STRATEGIC TR | 115,235 | $5.1M | 0.16% | |
| 142 | IEIISHARES TR | 42,882 | $5.1M | 0.16% | |
| 143 | IBITISHARES BITCOIN TRUST ETF | 101,623 | $5.0M | 0.16% | |
| 144 | DEDEERE & CO | 10,678 | $5.0M | 0.16% | |
| 145 | BUFRFIRST TR EXCHNG TRADED FD VI | 144,861 | $5.0M | 0.16% | |
| 146 | TRITHOMSON REUTERS CORP | 37,155 | $4.9M | 0.16% | |
| 147 | QQQMINVESCO EXCH TRADED FD TR II | 19,162 | $4.8M | 0.16% | |
| 148 | VGSHVANGUARD SCOTTSDALE FDS | 82,265 | $4.8M | 0.16% | |
| 149 | DFISDIMENSIONAL ETF TRUST | 145,965 | $4.8M | 0.15% | |
| 150 | DGRWWISDOMTREE TR | 53,554 | $4.8M | 0.15% | |
| 151 | HONHONEYWELL INTL INC | 24,299 | $4.7M | 0.15% | |
| 152 | SDVYFIRST TR EXCHANGE-TRADED FD | 122,473 | $4.7M | 0.15% | |
| 153 | ORLYOREILLY AUTOMOTIVE INC | 51,275 | $4.7M | 0.15% | |
| 154 | AQLTISHARES TR | 202,781 | $4.7M | 0.15% | |
| 155 | CRMSALESFORCE INC | 17,355 | $4.6M | 0.15% | |
| 156 | MCDMCDONALDS CORP | 14,947 | $4.6M | 0.15% | |
| 157 | KLACKLA CORP | 3,744 | $4.5M | 0.15% | |
| 158 | SLVISHARES SILVER TR | 70,235 | $4.5M | 0.15% | |
| 159 | XMESPDR SERIES TRUST | 43,002 | $4.5M | 0.14% | |
| 160 | LMTLOCKHEED MARTIN CORP | 9,126 | $4.4M | 0.14% | |
| 161 | CGUSCAPITAL GROUP CORE EQUITY ET | 109,534 | $4.4M | 0.14% | |
| 162 | UNHUNITEDHEALTH GROUP INC | 13,317 | $4.4M | 0.14% | |
| 163 | SDOGALPS ETF TR | 71,959 | $4.4M | 0.14% | |
| 164 | ROPROPER TECHNOLOGIES INC | 9,755 | $4.3M | 0.14% | |
| 165 | DUSBDIMENSIONAL ETF TRUST | 85,594 | $4.3M | 0.14% | |
| 166 | MRKMERCK & CO INC | 41,080 | $4.3M | 0.14% | |
| 167 | XLISELECT SECTOR SPDR TR | 27,329 | $4.2M | 0.14% | |
| 168 | DBEFDBX ETF TR | 88,012 | $4.2M | 0.14% | |
| 169 | VPLVANGUARD INTL EQUITY INDEX F | 46,726 | $4.2M | 0.14% | |
| 170 | GSGOLDMAN SACHS GROUP INC | 4,803 | $4.2M | 0.14% | |
| 171 | PEGPUBLIC SVC ENTERPRISE GRP IN | 52,086 | $4.2M | 0.13% | |
| 172 | ISRGINTUITIVE SURGICAL INC | 7,342 | $4.2M | 0.13% | |
| 173 | DHID R HORTON INC | 28,830 | $4.2M | 0.13% | |
| 174 | DYNFBLACKROCK ETF TRUST | 67,474 | $4.1M | 0.13% | |
| 175 | AMDADVANCED MICRO DEVICES INC | 19,127 | $4.1M | 0.13% | |
| 176 | WMWASTE MGMT INC DEL | 18,504 | $4.1M | 0.13% | |
| 177 | ADBEADOBE INC | 11,517 | $4.0M | 0.13% | |
| 178 | XLVSELECT SECTOR SPDR TR | 25,807 | $4.0M | 0.13% | |
| 179 | DISDISNEY WALT CO | 34,730 | $4.0M | 0.13% | |
| 180 | PAYXPAYCHEX INC | 35,213 | $4.0M | 0.13% | |
| 181 | UNPUNION PAC CORP | 16,994 | $3.9M | 0.13% | |
| 182 | CGDGCAPITAL GROUP DIVIDEND VALUE | 88,819 | $3.9M | 0.12% | |
| 183 | EPIWISDOMTREE TR | 82,793 | $3.8M | 0.12% | |
| 184 | OMFLINVESCO EXCH TRD SLF IDX FD | 62,469 | $3.8M | 0.12% | |
| 185 | AGGISHARES TR | 38,183 | $3.8M | 0.12% | |
| 186 | ULUNILEVER PLC | 57,502 | $3.8M | 0.12% | |
| 187 | ABTABBOTT LABS | 29,885 | $3.7M | 0.12% | |
| 188 | BACVERIZON COMMUNICATIONS INC | 91,493 | $3.7M | 0.12% | |
| 189 | BHKBLACKROCK CORE BD TR | 382,305 | $3.7M | 0.12% | |
| 190 | DUKDUKE ENERGY CORP NEW | 30,676 | $3.6M | 0.12% | |
| 191 | PTYPIMCO CORPORATE & INCOME OPP | 278,702 | $3.6M | 0.12% | |
| 192 | CGCBCAPITAL GRP FIXED INCM ETF T | 135,199 | $3.6M | 0.12% | |
| 193 | WATWATERS CORP | 9,422 | $3.6M | 0.11% | |
| 194 | VOTVANGUARD INDEX FDS | 12,724 | $3.6M | 0.11% | |
| 195 | XLESELECT SECTOR SPDR TR | 78,204 | $3.5M | 0.11% | |
| 196 | XTREBONDBLOXX ETF TRUST | 69,536 | $3.5M | 0.11% | |
| 197 | SUBISHARES TR | 32,317 | $3.4M | 0.11% | |
| 198 | ETNEATON CORP PLC | 10,816 | $3.4M | 0.11% | |
| 199 | EFAISHARES TR | 35,852 | $3.4M | 0.11% | |
| 200 | AVEMAMERICAN CENTY ETF TR | 43,758 | $3.4M | 0.11% |