Dynasty Wealth Management
$13.5B 13F equity value
404 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dynasty Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 1,224,077 | $917M | 6.8% |
| DYNF | BLACKROCK ETF TRUST | 11,684,774 | $795M | 5.9% |
| BAI | BLACKROCK ETF TRUST | 14,150,853 | $746M | 5.5% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 9,053,209 | $719M | 5.3% |
| BINC | BLACKROCK ETF TRUST II | 13,122,011 | $687M | 5.1% |
| PWRD | TCW ETF TRUST | 5,522,892 | $679M | 5.0% |
| IEFA | ISHARES TR | 6,325,648 | $611M | 4.5% |
| FBND | FIDELITY MERRIMACK STR TR | 10,970,047 | $499M | 3.7% |
| SPYG | SPDR SERIES TRUST | 3,811,664 | $454M | 3.4% |
| EMOP | AB ACTIVE ETFS INC | 8,625,402 | $451M | 3.3% |
Track Dynasty Wealth Management's 13F portfolio: $13.5B in reported holdings, 404 positions. Top holdings and quarterly changes on SentiSense.
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