Dynasty Wealth Management
$11.5B Assets Reported
388 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 1,193,426 | $780M | 6.8% |
| BAI | BLACKROCK ETF TRUST | 19,651,117 | $648M | 5.6% |
| DYNF | BLACKROCK ETF TRUST | 11,061,727 | $644M | 5.6% |
| PWRD | TCW ETF TRUST | 6,570,313 | $642M | 5.6% |
| BINC | BLACKROCK ETF TRUST II | 12,025,663 | $624M | 5.4% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 8,197,776 | $588M | 5.1% |
| IEFA | ISHARES TR | 5,936,800 | $537M | 4.7% |
| FBND | FIDELITY MERRIMACK STR TR | 10,210,549 | $466M | 4.1% |
| SPYG | SPDR SERIES TRUST | 3,816,675 | $374M | 3.3% |
| EMOP | AB ACTIVE ETFS INC | 8,258,081 | $362M | 3.2% |
Track Dynasty Wealth Management's 13F portfolio: $11.5B in reported holdings, 388 positions. Top holdings, AUM, and quarterly changes on SentiSense.