Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC reported 367 positions worth $13.46B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $916.7M | 6.81% | 1,224,077 | — | — | |
| ▸ 2 | DYNF | SH | $794.7M | 5.91% | 11,684,774 | — | — | |
| ▸ 3 | BAI | SH | $746.0M | 5.54% | 14,150,853 | — | — | |
| ▸ 4 | JAVA | SH | $718.9M | 5.34% | 9,053,209 | — | — | |
| ▸ 5 | BINC | SH | $686.8M | 5.10% | 13,122,011 | — | — | |
| ▸ 6 | PWRD | SH | $679.1M | 5.05% | 5,522,892 | — | — | |
| ▸ 7 | IEFA | SH | $610.9M | 4.54% | 6,325,648 | — | — | |
| ▸ 8 | FBND | SH | $499.0M | 3.71% | 10,970,047 | — | — | |
| ▸ 9 | SPYG | SH | $453.5M | 3.37% | 3,811,664 | — | — | |
| ▸ 10 | EMOP | SH | $450.5M | 3.35% | 8,625,402 | — | — |
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Frequently Asked Questions
What stocks does Dynasty Wealth Management, LLC hold as of Q2 2026?
Dynasty Wealth Management, LLC reported 367 positions worth $13.46B in its Q2 2026 13F filing. Largest positions: IVV (6.8%), DYNF (5.9%), BAI (5.5%), JAVA (5.3%) and BINC (5.1%).
What did Dynasty Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dynasty Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.