Institutions / Dynamic Advisor Solutions LLC / Holdings

Dynamic Advisor Solutions LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ISHARES INC	—	$2.62M	39,005	0.1%
FIRST TR EXCH TRADED FD III	—	$2.55M	35,890	0.1%
CAPITAL ONE FINANCIAL CORP	—	$2.51M	10,362	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.51M	27,124	0.1%
STRYKER CORP	—	$2.49M	7,088	0.1%
ISHARES TR	—	$2.48M	11,802	0.1%
ISHARES TR	—	$2.48M	98,256	0.1%
VANGUARD MUN BD FDS	—	$2.46M	48,934	0.1%
CITIZENS FINANCIAL GROUP INC/RI	—	$2.41M	41,288	0.1%
SELECT SECTOR SPDR TR	—	$2.38M	20,203	0.1%
TJX Cos Inc/The	—	$2.37M	15,456	0.1%
DBX ETF TR	—	$2.37M	37,989	0.1%
American Healthcare REIT, Inc.	—	$2.34M	49,620	0.1%
ISHARES TR	—	$2.31M	74,573	0.1%
GLACIER BANCORP, INC.	—	$2.30M	52,237	0.1%
NOVARTIS AG	—	$2.28M	16,555	0.1%
ENBRIDGE INC	—	$2.28M	47,584	0.1%
BERKSHIRE HATHAWAY INC DEL	—	$2.26M	3	0.1%
SPDR SERIES TRUST	—	$2.26M	47,087	0.1%
ISHARES TR	—	$2.25M	41,811	0.1%
Medtronic plc	—	$2.25M	23,388	0.1%
United Parcel Service Inc	—	$2.23M	22,509	0.1%
ISHARES TR	—	$2.23M	27,074	0.1%
SPDR INDEX SHS FDS	—	$2.23M	47,568	0.1%
Willis Towers Watson PLC	—	$2.21M	6,713	0.1%
SCHWAB CHARLES CORP	—	$2.20M	22,045	0.1%
Chubb Ltd	—	$2.20M	7,046	0.1%
AMERICAN CENTY ETF TR	—	$2.19M	52,329	0.1%
Elevance Health Inc	—	$2.16M	6,170	0.1%
NORTHERN LIGHTS FD TR	—	$2.16M	58,667	0.1%
PROSHARES TR	—	$2.16M	25,591	0.1%
ISHARES TR	—	$2.13M	6,204	0.1%
TEXAS INSTRUMENTS INC	—	$2.12M	12,247	0.1%
SELECT SECTOR SPDR TR	—	$2.10M	27,096	0.1%
LEGG MASON ETF INVT	—	$2.09M	56,729	0.1%
ISHARES TR	—	$2.08M	23,226	0.1%
DBX ETF TR	—	$2.08M	67,071	0.1%
DBX ETF TR	—	$2.08M	50,402	0.1%
AMPHENOL CORP /DE	—	$2.06M	15,267	0.1%
Global X Artificial Intelligence & Technology ETF	—	$2.06M	40,552	0.1%
Public Storage	—	$2.06M	7,936	0.1%
APPLIED MATERIALS INC /DE	—	$2.00M	7,788	0.1%
WISDOMTREE TR	—	$2.00M	42,822	0.1%
CrowdStrike Holdings, Inc.	—	$1.98M	4,227	0.1%
SPDR SERIES TRUST	—	$1.96M	14,106	0.1%
M&T BANK CORP	—	$1.96M	9,707	0.1%
VANGUARD WHITEHALL FDS	—	$1.95M	21,306	0.1%
INVESCO EXCH TRD SLF IDX FD	—	$1.93M	92,331	0.1%
CAPITAL GRP FIXED INCM ETF T	—	$1.93M	85,091	0.1%
iShares MSCI UAE ETF	—	$1.93M	32,092	0.1%