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 251–300 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES INC | 39K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 36K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 10K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 27K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 7K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| SUSB | ISHARES TR | 98K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 49K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 41K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| TJX | TJX COS INC NEW | 15K | $1M+ | SH |
| SNPE | DBX ETF TR | 38K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 50K | $1M+ | SH |
| PFF | ISHARES TR | 75K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 52K | $1M+ | SH |
| NVS | NOVARTIS AG | 17K | $1M+ | SH |
| ENB | ENBRIDGE INC | 48K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 47K | $1M+ | SH |
| IGIB | ISHARES TR | 42K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 23K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 23K | $1M+ | SH |
| IMCV | ISHARES TR | 27K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 48K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 7K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 22K | $1M+ | SH |
| CB | CHUBB LIMITED | 7K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 52K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 6K | $1M+ | SH |
| MRSK | NORTHERN LIGHTS FD TR | 59K | $1M+ | SH |
| REGL | PROSHARES TR | 26K | $1M+ | SH |
| OEF | ISHARES TR | 6K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 12K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 57K | $1M+ | SH |
| AOA | ISHARES TR | 23K | $1M+ | SH |
| HDEF | DBX ETF TR | 67K | $1M+ | SH |
| DBAW | DBX ETF TR | 50K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 15K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 41K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 8K | $1M+ | SH |
| DEM | WISDOMTREE TR | 43K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 4K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 14K | $1M+ | SH |
| MTB | M & T BK CORP | 10K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 21K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 92K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 85K | $1M+ | SH |
| TLT | ISHARES TR | 32K | $1M+ | SH |