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 201–250 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSB | VICTORY PORTFOLIOS II | 57K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 23K | $1M+ | SH |
| IJR | ISHARES TR | 27K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 18K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 65K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 58K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 41K | $1M+ | SH |
| EQH | EQUITABLE HLDGS INC | 66K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| VST | VISTRA CORP | 19K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 20K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 97K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 5K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 18K | $1M+ | SH |
| XSVN | BONDBLOXX ETF TRUST | 64K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 40K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 53K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 111K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 55K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| IAGG | ISHARES TR | 60K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 44K | $1M+ | SH |
| HYDB | ISHARES TR | 62K | $1M+ | SH |
| T | AT&T INC | 118K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 66K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 116K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| XT | ISHARES TR | 41K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 36K | $1M+ | SH |
| EAGG | ISHARES TR | 60K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 17K | $1M+ | SH |
| FLSP | FRANKLIN TEMPLETON ETF TR | 105K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 24K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 34K | $1M+ | SH |
| TEQI | T ROWE PRICE ETF INC | 60K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 29K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 121K | $1M+ | SH |
| MUB | ISHARES TR | 25K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 53K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 6K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 91K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 23K | $1M+ | SH |
| SHYD | VANECK ETF TRUST | 115K | $1M+ | SH |
| HYG | ISHARES TR | 33K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 20K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 52K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 35K | $1M+ | SH |