CIK 1599747
Dynamic Advisor Solutions LLC
Institutional 13F holdings & portfolio
Holdings
932
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 12K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 10K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 6K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 45K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 6K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 17K | $100K–$500K | SH |
| MPLX | MPLX LP | 7K | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 13K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 10K | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 8K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 3K | $100K–$500K | SH |
| VCRB | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 5K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 25K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 16K | $100K–$500K | SH |
| OAIM | UNIFIED SER TR | 9K | $100K–$500K | SH |
| SNY | SANOFI SA | 7K | $100K–$500K | SH |
| OMFS | INVESCO EXCH TRD SLF IDX FD | 8K | $100K–$500K | SH |
| OKLO | OKLO INC | 5K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 514 | $100K–$500K | SH |
| MSD | MORGAN STANLEY EMKT DBT FD I | 47K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| EUSB | ISHARES TR | 8K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 4K | $100K–$500K | SH |
| ACWX | ISHARES TR | 5K | $100K–$500K | SH |
| DIVB | ISHARES TR | 6K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 17K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 58K | $100K–$500K | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 15K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |
| CGUI | CAPITAL GRP FIXED INCM ETF T | 13K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| STE | STERIS PLC | 1K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |