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)

StockValue
TIPISHARES TR
$382K
HFXINEW YORK LIFE INVESTMENTS ET
$382K
CMGCHIPOTLE MEXICAN GRILL INC
$381K
WECWEC ENERGY GROUP INC
$381K
DC4DEXCOM INC
$379K
CLMCORNERSTONE STRATEGIC INVEST
$374K
FISFIDELITY NATL INFORMATION SV
$371K
PCYINVESCO EXCH TRADED FD TR II
$368K
MPLXMPLX LP
$367K
QQQXNUVEEN NASDAQ 100 DYNAMIC OV
$367K
BABAALIBABA GROUP HLDG LTD
$364K
FENIFIDELITY COVINGTON TRUST
$363K
NUMGNUSHARES ETF TR
$362K
USBUS BANCORP DEL
$360K
VPUVANGUARD WORLD FD
$360K
LHXL3HARRIS TECHNOLOGIES INC
$360K
TWTRADEWEB MKTS INC
$359K
VCRBVANGUARD MALVERN FDS
$358K
6RJ0ROCKET LAB CORP
$355K
PYPLPAYPAL HLDGS INC
$354K
ETVEATON VANCE TAX-MANAGED BUY-
$354K
SHYMBLACKROCK ETF TRUST II
$354K
OAIMUNIFIED SER TR
$353K
SNYSANOFI SA
$353K
OMFSINVESCO EXCH TRD SLF IDX FD
$351K
OKLOOKLO INC
$349K
MSDMORGAN STANLEY EMKT DBT FD I
$347K
IDXXIDEXX LABS INC
$347K
VLOVALERO ENERGY CORP
$347K
EUSBISHARES TR
$346K
VOXVANGUARD WORLD FD
$344K
RBLXROBLOX CORP
$344K
ACWXISHARES TR
$343K
DIVBISHARES TR
$343K
SPYGSPDR SERIES TRUST
$342K
RIVNRIVIAN AUTOMOTIVE INC
$341K
JNKSPDR SERIES TRUST
$339K
OPENOPENDOOR TECHNOLOGIES INC
$337K
BSJRINVESCO EXCH TRD SLF IDX FD
$336K
DFIVDIMENSIONAL ETF TRUST
$336K
KMIKINDER MORGAN INC DEL
$333K
AIGAMERICAN INTL GROUP INC
$332K
DFAXDIMENSIONAL ETF TRUST
$331K
CGUICAPITAL GRP FIXED INCM ETF T
$331K
SCHCSCHWAB STRATEGIC TR
$331K
RCLROYAL CARIBBEAN GROUP
$331K
STESTERIS PLC
$330K
NETCLOUDFLARE INC
$329K
HDVISHARES TR
$325K
SPYVSPDR SERIES TRUST
$325K
NUENUCOR CORP
$323K
SPDSIMPLIFY EXCHANGE TRADED FUN
$320K
PBPINVESCO EXCHANGE TRADED FD T
$320K
RWKINVESCO EXCH TRADED FD TR II
$318K
QLTAISHARES TR
$316K
MRSHMARSH & MCLENNAN COS INC
$315K
ON1OLD NATL BANCORP IND
$315K
GSKGSK PLC
$314K
JMEEJ P MORGAN EXCHANGE TRADED F
$314K
VFQYVANGUARD WELLINGTON FD
$313K
QLTIGMO ETF TRUST
$313K
IFRAISHARES TR
$312K
FISVFISERV INC
$310K
CSQCALAMOS STRATEGIC TOTAL RETU
$309K
IRENIREN LIMITED
$309K
GRIDFIRST TR EXCHANGE TRADED FD
$309K
LUVSOUTHWEST AIRLS CO
$308K
VXFVANGUARD INDEX FDS
$308K
DESWISDOMTREE TR
$308K
IMCGISHARES TR
$308K
EIXEDISON INTL
$307K
ESGFLEXSHARES TR
$307K
IWSISHARES TR
$305K
ARKGARK ETF TR
$303K
SMLFISHARES TR
$303K
MRVLMARVELL TECHNOLOGY INC
$302K
DDTOINNOVATOR ETFS TRUST
$302K
DVNDEVON ENERGY CORP NEW
$302K
CLOIVANECK ETF TRUST
$301K
TDTTFLEXSHARES TR
$301K
FDVVFIDELITY COVINGTON TRUST
$300K
DHRDANAHER CORPORATION
$300K
VFMFVANGUARD WELLINGTON FD
$299K
EFRENERGY FUELS INC
$299K
RJFRAYMOND JAMES FINL INC
$299K
ELLAUDER ESTEE COS INC
$299K
OXYOCCIDENTAL PETE CORP
$298K
LALTFIRST TR EXCHNG TRADED FD VI
$298K
BRBROADRIDGE FINL SOLUTIONS IN
$296K
THCTENET HEALTHCARE CORP
$296K
ANGLVANECK ETF TRUST
$293K
HIGHARTFORD INSURANCE GROUP INC
$289K
FPXIFIRST TR EXCHANGE TRADED FD
$289K
VLUSPDR SERIES TRUST
$287K
CARRCARRIER GLOBAL CORPORATION
$286K
SCHESCHWAB STRATEGIC TR
$284K
XCCCBONDBLOXX ETF TRUST
$283K
MOATVANECK ETF TRUST
$283K
MLMMARTIN MARIETTA MATLS INC
$282K
SUSAISHARES TR
$281K
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