Dynasty Wealth Management, LLC
CIK 0001727599 · ST. PETERSBURG, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$13.46B
2026 Q2
Positions
367
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
6.8%
DYNF
BLACKROCK ETF TRUST
5.9%
BAI
BLACKROCK ETF TRUST
5.5%
JAVA
J P MORGAN EXCHANGE TRADED F
5.3%
BINC
BLACKROCK ETF TRUST II
5.1%
PWRD
TCW ETF TRUST
5.0%
IEFA
ISHARES TR
4.5%
FBND
FIDELITY MERRIMACK STR TR
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.