Dynamic Advisor Solutions LLC

PHOENIX, AZ · CIK 1599747 · 13F filing filed 2026-07-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPhoenix, AZ

$3.5bn reported value +10.7% vs Q1 2026

1,030positions

16.3%in top 10

122 new 465 added 414 reduced 52 sold out vs Q1 2026

Options: 6 call positions ($944.5k notional), 9 put positions ($15.0m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	390,317	$112.9m3.21%	3.21%	Added +526	+526 0.1%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	854,513	$75.1m2.14%	2.14%	Added +2.0k	+2,041 0.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	306,725	$61.4m1.75%	1.75%	Reduced -12.0k	-11,959 -3.8%
4	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	359,896	$51.1m1.45%	1.45%	Added +35.1k	+35,110 10.8%
5	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,095,153	$49.8m1.42%	1.42%	Added +126.5k	+126,484 13.1%
6	MICROSOFT CORP COM MSFT	MSFT	124,487	$46.4m1.32%	1.32%	Reduced -6.9k	-6,871 -5.2%
7	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	566,467	$46.4m1.32%	1.32%	Reduced -8.7k	-8,736 -1.5%
8	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	1,198,872	$44.2m1.26%	1.26%	Added +59.6k	+59,632 5.2%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	59,533	$43.8m1.25%	1.25%	Reduced -2.2k	-2,173 -3.5%
10	AMAZON COM INC COM AMZN	AMZN	169,533	$40.4m1.15%	1.15%	Reduced -8.5k	-8,510 -4.8%
11	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	759,479	$40.1m1.14%	1.14%	Added +34.4k	+34,356 4.7%
12	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,354,713	$39.9m1.13%	1.13%	Added +72.9k	+72,934 5.7%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	57,555	$39.5m1.13%	1.13%	Added +5.4k	+5,429 10.4%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	110,095	$39.3m1.12%	1.12%	Reduced -9.2k	-9,246 -7.8%
15	ISHARES TR CORE MSCI EAFE IEFA	IEFA	386,991	$37.4m1.06%	1.06%	Added +31.3k	+31,291 8.8%
16	BROADCOM INC COM AVGO	AVGO	90,164	$34.1m0.97%	0.97%	Reduced -3.7k	-3,739 -4.0%
17	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	654,851	$33.1m0.94%	0.94%	Added +51.7k	+51,708 8.6%
18	INVESCO ACTIVELY MANAGED EXC TOTAL RETURN GTO	GTO	700,663	$32.8m0.93%	0.93%	Added +84.1k	+84,148 13.7%
19	TESLA INC COM TSLA	TSLA	77,875	$32.8m0.93%	0.93%	Reduced -7.6k	-7,602 -8.9%
20	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	899,273	$32.5m0.92%	0.92%	Added +21.7k	+21,722 2.5%
21	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	728,217	$32.3m0.92%	0.92%	Reduced -21.0k	-20,957 -2.8%
22	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	937,504	$31.4m0.89%	0.89%	Added +73.5k	+73,506 8.5%
23	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	735,680	$31.1m0.88%	0.88%	Reduced -3.3k	-3,274 -0.4%
24	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	419,060	$30.8m0.88%	0.88%	Added +1.6k	+1,635 0.4%
25	JPMORGAN CHASE & CO COM JPM	JPM	81,651	$26.7m0.76%	0.76%	Added +620	+620 0.8%
26	FIDELITY COVINGTON TRUST VLU FACTOR ETF FVAL	FVAL	331,727	$25.9m0.74%	0.74%	Added +36.4k	+36,428 12.3%
27	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	344,277	$25.8m0.73%	0.73%	Added +25.3k	+25,288 7.9%
28	CATERPILLAR INC COM CAT	CAT	24,049	$25.6m0.73%	0.73%	Added +440	+440 1.9%
29	ISHARES INC EMNG MKTS EQT EMGF	EMGF	344,188	$25.2m0.72%	0.72%	Added +22.0k	+22,004 6.8%
30	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	348,347	$25.2m0.72%	0.72%	Added +24.4k	+24,381 7.5%
31	ALPHABET INC CAP STK CL C GOOG	GOOG	67,475	$23.8m0.68%	0.68%	Added +4.5k	+4,466 7.1%
32	META PLATFORMS INC CL A META	META	41,064	$23.1m0.66%	0.66%	Added +235	+235 0.6%
33	ISHARES TR 1 3 YR TREAS BD SHY	SHY	261,185	$21.4m0.61%	0.61%	Added +17.0k	+17,032 7.0%
34	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	513,424	$21.2m0.60%	0.60%	Added +169	+169 0.0%
35	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	128,073	$20.7m0.59%	0.59%	Added +13.9k	+13,908 12.2%
36	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	816,396	$20.3m0.58%	0.58%	Added +46.0k	+45,984 6.0%
37	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	248,420	$19.6m0.56%	0.56%	Added +22.0k	+21,976 9.7%
38	SPDR GOLD TR GOLD SHS GLD	GLD	52,636	$19.4m0.55%	0.55%	Added +218	+218 0.4%
39	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	25,530	$19.1m0.54%	0.54%	Reduced -662	-662 -2.5%
40	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	264,808	$18.9m0.54%	0.54%	Reduced -688	-688 -0.3%
41	COSTCO WHSL CORP NEW COM COST	COST	20,108	$18.8m0.54%	0.54%	Added +385	+385 1.9%
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	35,077	$17.6m0.50%	0.50%	Reduced -1.9k	-1,913 -5.2%
43	CHEVRON CORP NEW COM CVX	CVX	102,887	$17.1m0.49%	0.49%	Reduced -400	-400 -0.4%
44	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	419,441	$16.9m0.48%	0.48%	Reduced -13.5k	-13,549 -3.1%
45	ISHARES TR CORE DIV GRWTH DGRO	DGRO	220,075	$16.7m0.47%	0.47%	Added +6.8k	+6,831 3.2%
46	FRANKLIN TEMPLETON ETF TR HIGH YIELD CORP FLHY	FLHY	681,278	$16.5m0.47%	0.47%	Added +53.6k	+53,557 8.5%
47	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	200,647	$16.5m0.47%	0.47%	Reduced -5.1k	-5,052 -2.5%
48	HOME DEPOT INC COM HD	HD	46,678	$16.5m0.47%	0.47%	Added +1.1k	+1,119 2.5%
49	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	286,985	$15.8m0.45%	0.45%	Reduced -5.7k	-5,676 -1.9%
50	WALMART INC COM WMT	WMT	139,195	$15.8m0.45%	0.45%	Reduced -344	-344 -0.2%
51	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	261,973	$15.6m0.45%	0.45%	Added +8.4k	+8,434 3.3%
52	ELI LILLY & CO COM LLY	LLY	12,708	$15.2m0.43%	0.43%	Added +165	+165 1.3%
53	AST SPACEMOBILE INC COM CL A ASTS	ASTS	170,975	$15.2m0.43%	0.43%	Added +19.1k	+19,138 12.6%
54	ABBVIE INC COM ABBV	ABBV	58,816	$14.8m0.42%	0.42%	Reduced -1.4k	-1,390 -2.3%
55	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	295,642	$14.4m0.41%	0.41%	Added +16.0k	+16,041 5.7%
56	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	168,907	$14.4m0.41%	0.41%	Added +10.7k	+10,682 6.8%
57	ISHARES TR CORE S&P MCP ETF IJH	IJH	187,027	$14.4m0.41%	0.41%	Reduced -643	-643 -0.3%
58	ISHARES TR RUSSELL 2000 ETF IWM	IWM	46,539	$14.0m0.40%	0.40%	Reduced -1.6k	-1,558 -3.2%
59	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	21,586	$13.8m0.39%	0.39%	Reduced -381	-381 -1.7%
60	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	143,056	$13.7m0.39%	0.39%	Added +14.6k	+14,601 11.4%
61	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	259,307	$13.6m0.39%	0.39%	Added +19.3k	+19,339 8.1%
62	SHERWIN WILLIAMS CO COM SHW	SHW	37,316	$12.8m0.37%	0.37%	Reduced -42	-42 -0.1%
63	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	33,970	$12.6m0.36%	0.36%	Reduced -24.0k	-23,973 -41.4%
64	EXXON MOBIL CORP COM XOM	XOM	91,158	$12.5m0.35%	0.35%	Reduced -3.5k	-3,484 -3.7%
65	VISA INC COM CL A V	V	34,476	$11.8m0.34%	0.34%	Added +920	+920 2.7%
66	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	208,492	$11.8m0.34%	0.34%	Reduced -25.5k	-25,469 -10.9%
67	ISHARES TR CORE S&P500 ETF IVV	IVV	15,560	$11.7m0.33%	0.33%	Reduced -34.0k	-34,010 -68.6%
68	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	417,415	$11.6m0.33%	0.33%	Added +8.1k	+8,130 2.0%
69	ISHARES TR CORE S&P US VLU IUSV	IUSV	101,192	$11.1m0.32%	0.32%	Added +3.5k	+3,491 3.6%
70	FLEXSHARES TR GLB QLT R/E IDX GQRE	GQRE	169,600	$10.9m0.31%	0.31%	Added +12.4k	+12,383 7.9%
71	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	197,120	$10.7m0.31%	0.31%	Reduced -2.4k	-2,429 -1.2%
72	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	54,649	$10.4m0.30%	0.30%	Added +4.7k	+4,733 9.5%
73	EMERSON ELEC CO COM EMR	EMR	72,039	$10.3m0.29%	0.29%	Reduced -14.6k	-14,604 -16.9%
74	ISHARES TR U.S. TECH ETF IYW	IYW	39,953	$10.1m0.29%	0.29%	Reduced -3.5k	-3,515 -8.1%
75	JOHNSON & JOHNSON COM JNJ	JNJ	39,490	$10.0m0.29%	0.29%	Added +43	+43 0.1%
76	ADVANCED MICRO DEVICES INC COM AMD	AMD	17,114	$9.9m0.28%	0.28%	Reduced -5.5k	-5,500 -24.3%
77	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	82,172	$9.9m0.28%	0.28%	Added +1.2k	+1,236 1.5%
78	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	97,890	$9.9m0.28%	0.28%	Added +7.6k	+7,591 8.4%
79	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		235,557	$9.8m0.28%	0.28%	Reduced -6.2k	-6,248 -2.6%
80	GE VERNOVA INC COM GEV	GEV	8,366	$9.8m0.28%	0.28%	Reduced -117	-117 -1.4%
81	VANGUARD INDEX FDS SMALL CP ETF VB	VB	31,446	$9.5m0.27%	0.27%	Reduced -357	-357 -1.1%
82	CISCO SYS INC COM CSCO	CSCO	80,402	$9.4m0.27%	0.27%	Reduced -17.6k	-17,561 -17.9%
83	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	19,672	$9.4m0.27%	0.27%	Reduced -416	-416 -2.1%
84	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	111,112	$9.2m0.26%	0.26%	Added +4.9k	+4,888 4.6%
85	FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT FTCB	FTCB	436,038	$9.1m0.26%	0.26%	Reduced -77.7k	-77,694 -15.1%
86	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	161,405	$9.0m0.26%	0.26%	Added +13.9k	+13,861 9.4%
87	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	283,307	$9.0m0.26%	0.26%	Added +12.3k	+12,311 4.5%
88	SOUTHERN CO COM SO	SO	89,321	$8.5m0.24%	0.24%	Reduced -6.6k	-6,567 -6.8%
89	WISDOMTREE TR US MIDCAP DIVID DON	DON	150,378	$8.5m0.24%	0.24%	Reduced -10.6k	-10,635 -6.6%
90	NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN MMIT	MMIT	345,958	$8.4m0.24%	0.24%	Reduced -7.4k	-7,417 -2.1%
91	GE AEROSPACE COM NEW GE	GE	22,520	$8.4m0.24%	0.24%	Added +572	+572 2.6%
92	NORTHROP GRUMMAN CORP COM NOC	NOC	16,441	$8.4m0.24%	0.24%	Added +4.9k	+4,913 42.6%
93	MORGAN STANLEY COM NEW MS	MS	39,848	$8.3m0.24%	0.24%	Added +3.4k	+3,416 9.4%
94	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	174,168	$8.3m0.24%	0.24%	Added +726	+726 0.4%
95	MERCK & CO INC COM MRK	MRK	64,313	$8.3m0.24%	0.24%	Added +23.3k	+23,285 56.8%
96	PEPSICO INC COM PEP	PEP	60,561	$8.2m0.23%	0.23%	Added +877	+877 1.5%
97	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	69,935	$8.2m0.23%	0.23%	Reduced -18.7k	-18,708 -21.1%
98	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		308,340	$8.1m0.23%	0.23%	Reduced -6.2k	-6,250 -2.0%
99	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,457	$8.0m0.23%	0.23%	Added +1.2k	+1,209 4.4%
100	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	152,140	$8.0m0.23%	0.23%	Reduced -933	-933 -0.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		12,678	$5.7m12.7k shares
EQUITABLE HLDGS INC EQH	EQH	74,486	$2.8m74.5k shares
COTERRA ENERGY INC CTRA	CTRA	67,320	$2.4m67.3k shares
PROSHARES TR SH	SH	19,187	$727.8k19.2k shares
KENNEDY-WILSON HOLDINGS INC KW	KW	58,488	$632.8k58.5k shares
GLOBAL X FDS BOTZ	BOTZ	18,680	$620.5k18.7k shares
VANGUARD BD INDEX FDS BLV	BLV	8,659	$595.5k8.7k shares
THOMSON REUTERS CORP		6,553	$589.6k6.6k shares
VANECK ETF TRUST DAPP	DAPP	38,279	$571.1k38.3k shares
UNIFIED SER TR OALC	OALC	15,889	$544.5k15.9k shares
PUTNAM ETF TRUST		10,478	$524.3k10.5k shares
LISTED FD TR METV	METV	25,501	$406.2k25.5k shares
PEAKSTONE REALTY TRUST PKST	PKST	18,109	$378.3k18.1k shares
UNIFIED SER TR OAIM	OAIM	8,436	$363.2k8.4k shares
LEIDOS HOLDINGS INC LDOS	LDOS	2,256	$350.9k2.3k shares
DAVITA INC DVA	DVA	2,229	$342.6k2.2k shares
SOFI TECHNOLOGIES INC SOFI	SOFI	21,491	$341.3k21.5k shares
ISHARES TR AOK	AOK	8,541	$340.7k8.5k shares
RIVIAN AUTOMOTIVE INC RIVN	RIVN	21,084	$317.3k21.1k shares
VANGUARD WORLD FD EDV	EDV	4,573	$297.0k4.6k shares
FIDELITY COVINGTON TRUST FDVV	FDVV	5,324	$294.1k5.3k shares
AMERICAN INTL GROUP INC AIG	AIG	3,895	$293.1k3.9k shares
IREN LIMITED IREN	IREN	8,310	$284.9k8.3k shares
RED CAT HLDGS INC RCAT	RCAT	20,813	$272.4k20.8k shares
DIREXION SHS ETF TR SPXL	SPXL	1,450	$268.1k1.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ELI LILLY & CO LLY · Put	LLY	Put	5,800	$7.0m5.8k shares	Unchanged
APPLE INC AAPL · Put	AAPL	Put	11,500	$3.3m11.5k shares	Unchanged
TEXAS INSTRS INC TXN · Put	TXN	Put	6,200	$1.8m6.2k shares	New
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	2,000	$1.5m2.0k shares	New
AST SPACEMOBILE INC ASTS · Call	ASTS	Call	6,500	$577.6k6.5k shares	New
SPDR DOW JONES INDL AVERAGE DIA · Put	DIA	Put	1,000	$522.4k1.0k shares	New
VANECK ETF TRUST SMH · Put	SMH	Put	500	$327.9k500 shares	New
ISHARES TR IWM · Put	IWM	Put	800	$240.4k800 shares	New
CONSTELLATION BRANDS INC STZ · Put	STZ	Put	1,200	$166.9k1.2k shares	New
NVIDIA CORPORATION NVDA · Call	NVDA	Call	500	$100.0k500 shares	New
NVIDIA CORPORATION NVDA · Put	NVDA	Put	500	$100.0k500 shares	New
SERVICENOW INC NOW · Call	NOW	Call	1,000	$99.3k1.0k shares	New
CHEVRON CORP NEW CVX · Call	CVX	Call	500	$82.9k500 shares	New
META PLATFORMS INC META · Call	META	Call	100	$56.3k100 shares	New
INHIBRX BIOSCIENCES INC INBX · Call	INBX	Call	300	$28.4k300 shares	New