Fund HoldingsDynamic Advisor Solutions LLC

Total Portfolio Value
$3.24B
Total Bought
$324.97M
Total Sold
$270.32M
Net Transaction
+$54.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0936,102+936,102023,3000.72%+23,300
MICROSOFT CORP(MSFT)0150,579+150,579074,9002.31%+74,900
NVIDIA CORPORATION(NVDA)0347,256+347,256054,8631.69%+54,863
BROADCOM INC(AVGO)0104,003+104,003028,6680.89%+28,668
AMAZON COM INC(AMZN)0191,821+191,821042,0841.30%+42,084
META PLATFORMS INC(META)038,807+38,807028,6430.88%+28,643
SPDR SERIES TRUST
ST STR P500ETF
742,383765,921+23,53848,81955,6751.72%+6,856
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0153,087+153,08706,7190.21%+6,719
ISHARES TR054,103+54,10309,3740.29%+9,374
VANGUARD MALVERN FDS074,600+74,60005,8040.18%+5,804
TESLA INC(TSLA)87,44788,427+98022,66328,0900.87%+5,427
ISHARES TR055,254+55,254034,3071.06%+34,307
ISHARES TR
ULTRA SHORT DUR
099,128+99,12805,0270.16%+5,027
FIRST TR EXCHANGE-TRADED FD0296,866+296,86604,7230.15%+4,723
SCHWAB STRATEGIC TR743,814784,307+40,49326,88131,3880.97%+4,507
GOLDMAN SACHS ETF TR0321,942+321,942039,0771.21%+39,077
PALANTIR TECHNOLOGIES INC(PLTR)070,790+70,79009,6500.30%+9,650
JPMORGAN CHASE & CO.(JPM)082,557+82,557023,9340.74%+23,934
ALPHABET INC(GOOG)0139,051+139,051024,5050.76%+24,505
EQUITABLE HLDGS INC061,582+61,58203,4550.11%+3,455
AST SPACEMOBILE INC(ASTS)0128,796+128,79606,0190.19%+6,019
ISHARES TR
CORE MSCI EAFE
332,015340,431+8,41625,11728,4190.88%+3,302
SCHWAB STRATEGIC TR943,0561,002,784+59,72822,09625,3700.78%+3,275
SELECT SECTOR SPDR TR
ST STR DISCR ETF
8,44322,510+14,0671,6674,8920.15%+3,225
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
01,124,306+1,124,306040,2951.24%+40,295
FIDELITY NATIONAL FINANCIAL(FNF)056,263+56,26303,1540.10%+3,154
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
016,955+16,95503,8510.12%+3,851
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
0637,122+637,122042,7001.32%+42,700
SCHWAB STRATEGIC TR1,245,5761,245,743+16727,50230,4460.94%+2,944
NETFLIX INC(NFLX)08,181+8,181010,9560.34%+10,956
AXON ENTERPRISE INC(AXON)05,511+5,51104,5630.14%+4,563
WISDOMTREE TR(WT)067,404+67,40403,2000.10%+3,200
SCHWAB STRATEGIC TR923,532959,860+36,32824,19726,9240.83%+2,728
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
203,248317,566+114,3186,0168,4920.26%+2,476
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
536,136584,421+48,28527,14529,6180.91%+2,474
SPDR SERIES TRUST
ST INTER BD ETF
0833,057+833,057027,9740.86%+27,974
VANGUARD INDEX FDS117,125127,535+10,41020,23222,5410.70%+2,308
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
0631,000+631,000021,8140.67%+21,814
SPDR SERIES TRUST
ST NUVE TERM ETF
046,478+46,47802,2230.07%+2,223
SELECT SECTOR SPDR TR
ST STR TECHN ETF
34,18336,572+2,3897,0589,2610.29%+2,203
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0422,933+422,933025,8540.80%+25,854
ISHARES TR025,742+25,74201,9560.06%+1,956
SPDR S&P 500 ETF TR(SPY)027,072+27,072016,7260.52%+16,726
AMERICAN CENTY ETF TR046,436+46,43601,9330.06%+1,933
ABBOTT LABS038,392+38,39205,2220.16%+5,222
BLACKROCK INC(BLK)07,158+7,15807,5100.23%+7,510
BLACKROCK ETF TRUST
ISHARES US EQUIT
048,370+48,37002,6340.08%+2,634
SPDR DOW JONES INDL AVERAGE(DIA)5,2979,176+3,8792,2244,0430.12%+1,819
PROSHARES TR
BITCOIN ETF
0193,218+193,21804,1560.13%+4,156
ALPHABET INC(GOOG)071,005+71,005012,5960.39%+12,596
GE VERNOVA INC(GEV)08,307+8,30704,3950.14%+4,395
PROGRESSIVE CORP(PGR)07,544+7,54402,0130.06%+2,013
EMERSON ELEC CO(EMR)068,829+68,82909,1770.28%+9,177
ISHARES TR
TRS FLT RT BD
090,818+90,81804,6000.14%+4,600
VANECK ETF TRUST
MRNGSTR WDE MOAT
224,137227,611+3,47419,72421,3480.66%+1,624
MICROCHIP TECHNOLOGY INC.(MCHP)032,169+32,16902,2640.07%+2,264
ISHARES TR0316,694+316,694019,6410.61%+19,641
ISHARES INC
EMNG MKTS EQT
325,829323,584-2,24515,24216,8490.52%+1,607
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
139,692150,959+11,26714,04915,6550.48%+1,606
ISHARES TR
FLTG RATE NT ETF
038,544+38,54401,9670.06%+1,967
WALMART INC(WMT)137,710138,526+81612,09013,5450.42%+1,456
SPDR SERIES TRUST
ST STR SP METAL
046,979+46,97903,1580.10%+3,158
GE AEROSPACE(GE)019,798+19,79805,0960.16%+5,096
INTUIT(INTU)09,251+9,25107,2860.23%+7,286
ISHARES TR
FUTU EXPO TE ETF
0173,122+173,122011,2960.35%+11,296
PALO ALTO NETWORKS INC(PANW)033,076+33,07606,7690.21%+6,769
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0261,811+261,811015,1270.47%+15,127
ORACLE CORP(ORCL)016,473+16,47303,6010.11%+3,601
CATERPILLAR INC(CAT)023,692+23,69209,1980.28%+9,198
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
025,625+25,62501,2590.04%+1,259
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0367,059+367,059013,0530.40%+13,053
EA SERIES TRUST
ALPHA ARCH 1-3
026,969+26,96903,0390.09%+3,039
ARES MANAGEMENT CORPORATION(ARES)044,743+44,74307,7490.24%+7,749
ISHARES TR069,779+69,779015,0580.47%+15,058
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
024,318+24,31801,1940.04%+1,194
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
1,469,8631,491,156+21,29361,82263,0161.95%+1,194
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0256,649+256,649016,3510.50%+16,351
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,33517,113+7782,7123,8760.12%+1,164
VANGUARD INDEX FDS13,24713,848+6014,9126,0710.19%+1,159
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0534,959+534,959015,4870.48%+15,487
FRANKLIN TEMPLETON ETF TR
HIGH YIELD CORP
0685,194+685,194016,6840.52%+16,684
SPDR SERIES TRUST
ST SHOR CORP ETF
0437,579+437,579013,2110.41%+13,211
FIDELITY COVINGTON TRUST0178,222+178,222011,3830.35%+11,383
DIGITAL RLTY TR INC(DLR)035,238+35,23806,1430.19%+6,143
AMERICAN TOWER CORP NEW(AMT)019,330+19,33004,2720.13%+4,272
THOMSON REUTERS CORP(TRI)34,77434,789+156,0086,9970.22%+989
SCHWAB STRATEGIC TR358,228364,882+6,6547,0868,0640.25%+978
ZSCALER INC(ZS)08,163+8,16302,5630.08%+2,563
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
049,788+49,78805,8470.18%+5,847
NORTHERN TR CORP(NTRS)013,872+13,87201,7590.05%+1,759
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
209,521217,953+8,4327,9328,8640.27%+932
MORGAN STANLEY(MS)033,749+33,74904,7540.15%+4,754
AGF INVTS TR
US MARKET NETRL
079,024+79,02401,3990.04%+1,399
DISNEY WALT CO(DIS)039,020+39,02004,8390.15%+4,839
BANK NOVA SCOTIA HALIFAX020,389+20,38901,1270.03%+1,127
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
0186,486+186,486011,1980.35%+11,198
KLA CORP(KLAC)03,322+3,32202,9760.09%+2,976
AMERICAN EXPRESS CO(AXP)016,332+16,33205,2100.16%+5,210
GOLDMAN SACHS GROUP INC(GS)03,855+3,85502,7280.08%+2,728
GLOBAL X FDS
US INFR DEV ETF
026,549+26,54901,1570.04%+1,157
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