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 |
|---|---|---|---|---|---|
| 201 | CSBVICTORY PORTFOLIOS II | 57,270 | $3.4M | 0.11% | |
| 202 | PGPROCTER AND GAMBLE CO | 23,362 | $3.3M | 0.11% | |
| 203 | IJRISHARES TR | 27,298 | $3.3M | 0.11% | |
| 204 | DRIDARDEN RESTAURANTS INC | 17,743 | $3.3M | 0.10% | |
| 205 | VTIPVANGUARD MALVERN FDS | 65,253 | $3.2M | 0.10% | |
| 206 | FNFFIDELITY NATIONAL FINANCIAL | 58,357 | $3.2M | 0.10% | |
| 207 | BIVVANGUARD BD INDEX FDS | 40,705 | $3.2M | 0.10% | |
| 208 | EQHEQUITABLE HLDGS INC | 66,361 | $3.2M | 0.10% | |
| 209 | VGITVANGUARD SCOTTSDALE FDS | 52,536 | $3.1M | 0.10% | |
| 210 | VSTVISTRA CORP | 19,476 | $3.1M | 0.10% | |
| 211 | 4I1PHILIP MORRIS INTL INC | 19,549 | $3.1M | 0.10% | |
| 212 | SCHVSCHWAB STRATEGIC TR | 104,909 | $3.1M | 0.10% | |
| 213 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 96,711 | $3.1M | 0.10% | |
| 214 | AXONAXON ENTERPRISE INC | 5,443 | $3.1M | 0.10% | |
| 215 | AMTAMERICAN TOWER CORP NEW | 17,539 | $3.1M | 0.10% | |
| 216 | XSVNBONDBLOXX ETF TRUST | 63,702 | $3.1M | 0.10% | |
| 217 | AVLVAMERICAN CENTY ETF TR | 40,277 | $3.1M | 0.10% | |
| 218 | MOALTRIA GROUP INC | 52,794 | $3.0M | 0.10% | |
| 219 | CTASIMPLIFY EXCHANGE TRADED FUN | 110,605 | $3.0M | 0.10% | |
| 220 | XLFSELECT SECTOR SPDR TR | 54,865 | $3.0M | 0.10% | |
| 221 | ORCLORACLE CORP | 15,325 | $3.0M | 0.10% | |
| 222 | IAGGISHARES TR | 59,539 | $3.0M | 0.10% | |
| 223 | VWOBVANGUARD WHITEHALL FDS | 44,128 | $3.0M | 0.10% | |
| 224 | HYDBISHARES TR | 62,417 | $3.0M | 0.09% | |
| 225 | TAT&T INC | 118,192 | $2.9M | 0.09% | |
| 226 | DIVOAMPLIFY ETF TR | 65,938 | $2.9M | 0.09% | |
| 227 | SCHRSCHWAB STRATEGIC TR | 115,687 | $2.9M | 0.09% | |
| 228 | AVUVAMERICAN CENTY ETF TR | 28,338 | $2.9M | 0.09% | |
| 229 | XTISHARES TR | 41,350 | $2.9M | 0.09% | |
| 230 | EAGGISHARES TR | 59,969 | $2.9M | 0.09% | |
| 231 | CVSCVS HEALTH CORP | 36,163 | $2.9M | 0.09% | |
| 232 | TMOTHERMO FISHER SCIENTIFIC INC | 4,919 | $2.9M | 0.09% | |
| 233 | LRCXLAM RESEARCH CORP | 16,638 | $2.8M | 0.09% | |
| 234 | FLSPFRANKLIN TEMPLETON ETF TR | 104,686 | $2.8M | 0.09% | |
| 235 | BKBANK NEW YORK MELLON CORP | 24,155 | $2.8M | 0.09% | |
| 236 | VNQVANGUARD INDEX FDS | 31,370 | $2.8M | 0.09% | |
| 237 | NEENEXTERA ENERGY INC | 34,096 | $2.7M | 0.09% | |
| 238 | TEQIT ROWE PRICE ETF INC | 60,425 | $2.7M | 0.09% | |
| 239 | WFCWELLS FARGO CO NEW | 29,174 | $2.7M | 0.09% | |
| 240 | SPMBSPDR SERIES TRUST | 121,064 | $2.7M | 0.09% | |
| 241 | MUBISHARES TR | 25,124 | $2.7M | 0.09% | |
| 242 | NVONOVO-NORDISK A S | 52,856 | $2.7M | 0.09% | |
| 243 | PWRQUANTA SVCS INC | 6,344 | $2.7M | 0.09% | |
| 244 | SPTSSPDR SERIES TRUST | 91,354 | $2.7M | 0.09% | |
| 245 | BOXXEA SERIES TRUST | 23,012 | $2.6M | 0.08% | |
| 246 | SHYDVANECK ETF TRUST | 115,086 | $2.6M | 0.08% | |
| 247 | HYGISHARES TR | 32,690 | $2.6M | 0.08% | |
| 248 | ANETARISTA NETWORKS INC | 20,082 | $2.6M | 0.08% | |
| 249 | JMSTJ P MORGAN EXCHANGE TRADED F | 51,652 | $2.6M | 0.08% | |
| 250 | SPHQINVESCO EXCHANGE TRADED FD T | 35,021 | $2.6M | 0.08% | |
| 251 | IEMGISHARES INC | 39,005 | $2.6M | 0.08% | |
| 252 | FTLSFIRST TR EXCH TRADED FD III | 35,890 | $2.5M | 0.08% | |
| 253 | COFCAPITAL ONE FINL CORP | 10,362 | $2.5M | 0.08% | |
| 254 | FTCSFIRST TR EXCHANGE-TRADED FD | 27,124 | $2.5M | 0.08% | |
| 255 | SYKSTRYKER CORPORATION | 7,088 | $2.5M | 0.08% | |
| 256 | IWDISHARES TR | 11,802 | $2.5M | 0.08% | |
| 257 | SUSBISHARES TR | 98,256 | $2.5M | 0.08% | |
| 258 | VTEBVANGUARD MUN BD FDS | 48,934 | $2.5M | 0.08% | |
| 259 | CFGCITIZENS FINL GROUP INC | 41,288 | $2.4M | 0.08% | |
| 260 | XLCSELECT SECTOR SPDR TR | 20,203 | $2.4M | 0.08% | |
| 261 | TJXTJX COS INC NEW | 15,456 | $2.4M | 0.08% | |
| 262 | SNPEDBX ETF TR | 37,989 | $2.4M | 0.08% | |
| 263 | AHRAMERICAN HEALTHCARE REIT INC | 49,620 | $2.3M | 0.07% | |
| 264 | PFFISHARES TR | 74,573 | $2.3M | 0.07% | |
| 265 | GBCIGLACIER BANCORP INC NEW | 52,237 | $2.3M | 0.07% | |
| 266 | NVSNNOVARTIS AG | 16,555 | $2.3M | 0.07% | |
| 267 | ENBENBRIDGE INC | 47,584 | $2.3M | 0.07% | |
| 268 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.07% | |
| 269 | SHMSPDR SERIES TRUST | 47,087 | $2.3M | 0.07% | |
| 270 | IGIBISHARES TR | 41,811 | $2.3M | 0.07% | |
| 271 | MDTMEDTRONIC PLC | 23,388 | $2.2M | 0.07% | |
| 272 | UPSUNITED PARCEL SERVICE INC | 22,509 | $2.2M | 0.07% | |
| 273 | IMCVISHARES TR | 27,074 | $2.2M | 0.07% | |
| 274 | SPEMSPDR INDEX SHS FDS | 47,568 | $2.2M | 0.07% | |
| 275 | WTWWILLIS TOWERS WATSON PLC LTD | 6,713 | $2.2M | 0.07% | |
| 276 | SCHWSCHWAB CHARLES CORP | 22,045 | $2.2M | 0.07% | |
| 277 | CBCHUBB LIMITED | 7,046 | $2.2M | 0.07% | |
| 278 | AVIGAMERICAN CENTY ETF TR | 52,329 | $2.2M | 0.07% | |
| 279 | ELVELEVANCE HEALTH INC FORMERLY | 6,170 | $2.2M | 0.07% | |
| 280 | MRSKNORTHERN LIGHTS FD TR | 58,667 | $2.2M | 0.07% | |
| 281 | REGLPROSHARES TR | 25,591 | $2.2M | 0.07% | |
| 282 | OEFISHARES TR | 6,204 | $2.1M | 0.07% | |
| 283 | TXNTEXAS INSTRS INC | 12,247 | $2.1M | 0.07% | |
| 284 | XLFISELECT SECTOR SPDR TR | 27,096 | $2.1M | 0.07% | |
| 285 | LVHILEGG MASON ETF INVT | 56,729 | $2.1M | 0.07% | |
| 286 | AOAISHARES TR | 23,226 | $2.1M | 0.07% | |
| 287 | HDEFDBX ETF TR | 67,071 | $2.1M | 0.07% | |
| 288 | DBAWDBX ETF TR | 50,402 | $2.1M | 0.07% | |
| 289 | APHAMPHENOL CORP NEW | 15,267 | $2.1M | 0.07% | |
| 290 | AIQGLOBAL X FDS | 40,552 | $2.1M | 0.07% | |
| 291 | PSAPUBLIC STORAGE OPER CO | 7,936 | $2.1M | 0.07% | |
| 292 | AMATAPPLIED MATLS INC | 7,788 | $2.0M | 0.06% | |
| 293 | DEMWISDOMTREE TR | 42,822 | $2.0M | 0.06% | |
| 294 | CRWDCROWDSTRIKE HLDGS INC | 4,227 | $2.0M | 0.06% | |
| 295 | SDYSPDR SERIES TRUST | 14,106 | $2.0M | 0.06% | |
| 296 | MTBM & T BK CORP | 9,707 | $2.0M | 0.06% | |
| 297 | VIGIVANGUARD WHITEHALL FDS | 21,306 | $1.9M | 0.06% | |
| 298 | BSCWINVESCO EXCH TRD SLF IDX FD | 92,331 | $1.9M | 0.06% | |
| 299 | CGCPCAPITAL GRP FIXED INCM ETF T | 85,091 | $1.9M | 0.06% | |
| 300 | TLTISHARES TR | 32,092 | $1.9M | 0.06% |