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Dynamic Wealth Strategies

Latest statistics and disclosures from Dynamic Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, IGM, SGOV, VTV, VMBS, and represent 36.09% of Dynamic Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: BND, SGOV, EMXC, SPYG, XLF, VEA, IGV, VMBS, VO, VTV.
Started 19 new stock positions in BSX, ANGX, CHWY, VYMI, XLI, CWK, XLRE, ANET, EFG, SCHD. SKYE, JPC, VT, ORCL, GNTX, QQQ, SABR, VRNS, MTUM.
Reduced shares in these 10 stocks: EWU, SPSB, REZ, COPX, PFF, SPHQ, EMB, IEF, EWJ, ITA.
Sold out of its positions in AMTM, AIV, HIMU, EXAS, FTRE, OEF, SCZ, K, VTWO, Cushman Wakefield.
Dynamic Wealth Strategies was a net buyer of stock by $16M.
Dynamic Wealth Strategies has $168M in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0001812853

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Portfolio Holdings for Dynamic Wealth Strategies

Dynamic Wealth Strategies holds 250 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Bond Market Etf Etf (BND)	9.2	$16M	+31%	209k	74.07	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	7.6	$13M	+4%	99k	129.16	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	7.2	$12M	+22%	121k	100.38	View chart
Vanguard Value Etf Etf (VTV)	6.6	$11M	+5%	58k	190.99	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	5.4	$9.1M	+9%	193k	47.08	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	5.2	$8.8M	+5%	146k	59.93	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	4.1	$6.9M	-3%	92k	75.05	View chart
Ishares Msci Eafe Etf Etf (EFA)	3.5	$5.8M		60k	96.03	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.3	$5.6M	+17%	89k	62.47	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.2	$5.4M	+21%	50k	106.70	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.5	$4.2M	+30%	58k	72.68	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	2.1	$3.6M	+11%	27k	132.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.1	$3.5M		49k	71.41	View chart
Ishares Msci Japan Etf Etf (EWJ)	1.9	$3.2M	-4%	39k	80.74	View chart
Vaneck Gold Miners Etf Etf (GDX)	1.7	$2.9M		34k	85.77	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.7	$2.8M	-7%	29k	96.16	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	1.7	$2.8M	+40%	26k	105.69	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.5	$2.5M	+53%	45k	54.77	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.3	$2.2M	+8%	19k	117.72	View chart
Vanguard Mid-cap Etf Etf (VO)	1.3	$2.1M	+57%	7.3k	290.22	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.2	$2.0M	+13%	22k	87.16	View chart
Global X Copper Miners Etf Etf (COPX)	1.2	$1.9M	-15%	27k	71.79	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	1.0	$1.8M	-3%	52k	33.81	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	1.0	$1.7M	-42%	56k	30.20	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	1.0	$1.6M	+6%	22k	74.88	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$1.4M	+18%	4.5k	313.00	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.8	$1.4M	+67%	8.8k	154.80	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.8	$1.3M	+5%	27k	48.09	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$1.3M	+13%	24k	53.76	View chart
Ishares Msci Germany Etf Etf (EWG)	0.7	$1.2M	+64%	28k	42.50	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.7	$1.1M	-7%	10k	106.70	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.1M	+33%	2.3k	483.62	View chart
Apple Stock (AAPL)	0.5	$884k	+10%	3.3k	271.86	View chart
Nvidia Corporation Stock (NVDA)	0.5	$861k	+41%	4.6k	186.50	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.5	$845k	-69%	19k	43.98	View chart
Amazon Stock (AMZN)	0.4	$739k	+13%	3.2k	230.82	View chart
Gilead Sciences Stock (GILD)	0.3	$539k	+141%	4.4k	122.74	View chart
Servicenow Stock (NOW)	0.3	$523k	+563%	3.4k	153.19	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$520k	+34968%	7.7k	67.43	View chart
Costco Whsl Corp Stock (COST)	0.3	$517k	+14%	600.00	862.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$506k	+31%	767.00	660.09	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$492k		1.5k	322.22	View chart
Spdr Gold Shares Etf (GLD)	0.3	$483k	-4%	1.2k	396.31	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$476k	-41%	15k	30.96	View chart
Salesforce Stock (CRM)	0.3	$458k	+8%	1.7k	264.91	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.3	$443k	+157%	10k	42.69	View chart
Broadcom Stock (AVGO)	0.3	$436k	+81%	1.3k	346.10	View chart
Lam Research Corp Stock (LRCX)	0.2	$418k		2.4k	171.18	View chart
Capital One Finl Corp Stock (COF)	0.2	$398k	+22%	1.6k	242.36	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$394k		808.00	487.86	View chart
Walmart Stock (WMT)	0.2	$387k	+22%	3.5k	111.41	View chart
Franklin Ftse United Kingdom Etf Etf (FLGB)	0.2	$383k	+2022%	11k	33.75	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$378k		4.5k	83.75	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$374k	+31%	3.1k	120.34	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$364k		3.4k	107.11	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$363k	+19%	750.00	483.67	View chart
Travelers Companies Stock (TRV)	0.2	$361k	+22%	1.2k	290.06	View chart
Chevron Corp Stock (CVX)	0.2	$338k	+34%	2.2k	152.41	View chart
Analog Devices Stock (ADI)	0.2	$334k		1.2k	271.20	View chart
Cme Group Stock (CME)	0.2	$331k	+31%	1.2k	273.08	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$326k	-9%	563.00	579.45	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$326k	+11%	6.7k	48.32	View chart
Honeywell Intl Stock (HON)	0.2	$308k	+26%	1.6k	195.09	View chart
Visa Inc Com Cl A Stock (V)	0.2	$304k	+42%	867.00	350.71	View chart
Adobe Stock (ADBE)	0.2	$302k	+22%	863.00	349.99	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$280k	+35%	556.00	502.65	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.2	$268k	+3%	2.2k	121.93	View chart
Jacobs Solutions Stock (J)	0.1	$249k	+33%	1.9k	132.46	View chart
Fortinet Stock (FTNT)	0.1	$243k	+27%	3.1k	79.41	View chart
Borgwarner Stock (BWA)	0.1	$237k	+19%	5.3k	45.06	View chart
Kla Corp Stock (KLAC)	0.1	$236k	-15%	194.00	1215.08	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$234k	-31%	1.1k	214.69	View chart
Eli Lilly & Co Stock (LLY)	0.1	$232k		216.00	1074.68	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$232k	+23%	9.0k	25.89	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$230k	+90%	2.3k	99.91	View chart
Home Depot Stock (HD)	0.1	$227k	+67%	660.00	344.10	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$219k	+22%	1.2k	181.31	View chart
Labcorp Holdings Stock (LH)	0.1	$216k	+28%	862.00	250.88	View chart
Metlife Stock (MET)	0.1	$212k	+30%	2.7k	78.94	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$203k	+2%	2.3k	88.49	View chart
Autodesk Stock (ADSK)	0.1	$199k	+64%	673.00	296.01	View chart
Nextera Energy Stock (NEE)	0.1	$198k	+26%	2.5k	80.28	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$197k	+5%	4.4k	44.50	View chart
Dominos Pizza Stock (DPZ)	0.1	$193k	+24%	464.00	416.82	View chart
T-mobile Us Stock (TMUS)	0.1	$193k	+50%	951.00	203.04	View chart
Ppl Corp Stock (PPL)	0.1	$188k	+33%	5.4k	35.02	View chart
Johnson & Johnson Stock (JNJ)	0.1	$185k	+7%	893.00	206.95	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$183k	+13%	3.1k	58.73	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$171k		695.00	246.16	View chart
Boston Scientific Corp Stock (BSX)	0.1	$169k	NEW	1.8k	95.35	View chart
Arista Networks Stock (ANET)	0.1	$169k	NEW	1.3k	131.03	View chart
Bath & Body Works Stock (BBWI)	0.1	$167k	+170%	8.3k	20.08	View chart
Blackrock Stock (BLK)	0.1	$157k	+9%	147.00	1070.34	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$155k	+26%	851.00	182.48	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$155k		3.5k	44.17	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$155k	NEW	1.0k	155.12	View chart
Merck & Co Stock (MRK)	0.1	$141k	+49%	1.3k	105.26	View chart
Illinois Tool Wks Stock (ITW)	0.1	$141k	+21%	571.00	246.30	View chart
Texas Instrs Stock (TXN)	0.1	$140k		806.00	173.49	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$139k	-17%	5.7k	24.16	View chart
Gentex Corp Stock (GNTX)	0.1	$136k	NEW	5.8k	23.27	View chart
Lululemon Athletica Stock (LULU)	0.1	$128k	-6%	617.00	207.81	View chart
Public Storage Oper Reit (PSA)	0.1	$126k	+39%	484.00	259.50	View chart
Tesla Stock (TSLA)	0.1	$122k	-28%	272.00	449.72	View chart
Advanced Micro Devices Stock (AMD)	0.1	$122k	-12%	570.00	214.16	View chart
Cooper Cos Stock (COO)	0.1	$122k		1.5k	81.96	View chart
Rtx Corporation Stock (RTX)	0.1	$119k		651.00	183.40	View chart
Coca Cola Stock (KO)	0.1	$115k	+150%	1.6k	69.91	View chart
Idex Corp Stock (IEX)	0.1	$113k	+6%	634.00	177.94	View chart
Corteva Stock (CTVA)	0.1	$113k	+1083%	1.7k	67.03	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$110k	NEW	967.00	113.92	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$109k	+606%	1.4k	77.68	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$107k		897.00	119.75	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$106k	+10%	515.00	206.52	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$102k	-34%	749.00	135.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$101k	NEW	164.00	614.31	View chart
Constellation Energy Corp Stock (CEG)	0.1	$101k	-4%	285.00	353.27	View chart
Aflac Stock (AFL)	0.1	$98k		889.00	110.27	View chart
Abbott Labs Stock (ABT)	0.1	$91k		727.00	125.29	View chart
Cisco Sys Stock (CSCO)	0.1	$85k	-40%	1.1k	77.03	View chart
Air Prods & Chems Stock (APD)	0.0	$84k	-34%	340.00	247.02	View chart
Procter And Gamble Stock (PG)	0.0	$84k		585.00	143.31	View chart
American Tower Corp Reit (AMT)	0.0	$82k	+26%	466.00	175.57	View chart
Mcdonalds Corp Stock (MCD)	0.0	$82k		267.00	305.63	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$81k		119.00	681.92	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$80k		386.00	207.55	View chart
Medtronic Stock (MDT)	0.0	$79k	-56%	818.00	96.06	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$75k	+215%	1.6k	45.35	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$71k	+16%	422.00	168.77	View chart
Emerson Elec Stock (EMR)	0.0	$71k	-15%	531.00	132.72	View chart
Ge Aerospace Stock (GE)	0.0	$64k		208.00	308.03	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$63k		950.00	66.00	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$60k	+389%	1.4k	44.71	View chart
Omnicom Group Stock (OMC)	0.0	$55k	-14%	682.00	80.75	View chart
Royal Caribbean Group Stock (RCL)	0.0	$54k		193.00	278.92	View chart
Mckesson Corp Stock (MCK)	0.0	$53k	-8%	65.00	820.29	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$52k	+108%	959.00	53.83	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$50k		121.00	412.77	View chart
Unitedhealth Group Stock (UNH)	0.0	$49k	-50%	149.00	330.11	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$49k	-91%	588.00	82.64	View chart
Independence Rlty Tr Reit (IRT)	0.0	$47k		2.7k	17.48	View chart
Principal Financial Group Stock (PFG)	0.0	$47k		528.00	88.21	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$46k		67.00	684.94	View chart
Abbvie Stock (ABBV)	0.0	$46k		200.00	228.49	View chart
Tjx Cos Stock (TJX)	0.0	$43k		280.00	153.61	View chart
Altria Group Stock (MO)	0.0	$43k		741.00	57.66	View chart
Phillips 66 Stock (PSX)	0.0	$43k		330.00	129.04	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$42k	+100%	290.00	143.97	View chart
Boeing Stock (BA)	0.0	$40k		186.00	217.12	View chart
Rockwell Automation Stock (ROK)	0.0	$40k	+80%	103.00	389.07	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$38k		66.00	570.88	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$37k		166.00	219.71	View chart
Ishares Gold Trust Etf (IAU)	0.0	$36k		446.00	81.17	View chart
Starbucks Corp Stock (SBUX)	0.0	$36k		427.00	84.21	View chart
Virtus Lifesci Biotech Clinical Trials Etf Etf (BBC)	0.0	$36k	+15%	927.00	38.56	View chart
Kroger Stock (KR)	0.0	$35k		559.00	62.48	View chart
At&t Stock (T)	0.0	$34k		1.4k	24.84	View chart
Bank America Corp Stock (BAC)	0.0	$33k		600.00	55.00	View chart
Amgen Stock (AMGN)	0.0	$33k		100.00	327.31	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$32k		229.00	141.16	View chart
Synopsys Stock (SNPS)	0.0	$30k	-42%	64.00	469.72	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$29k	NEW	1.1k	27.43	View chart
Ge Vernova Stock (GEV)	0.0	$29k	-15%	44.00	653.57	View chart
Prologis Reit (PLD)	0.0	$29k		224.00	127.66	View chart
Realty Income Corp Reit (O)	0.0	$28k	+24%	501.00	56.37	View chart
Pfizer Stock (PFE)	0.0	$27k		1.1k	24.90	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$26k	-89%	273.00	96.28	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$26k		405.00	64.86	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$26k		191.00	135.14	View chart
Dominion Energy Stock (D)	0.0	$25k		426.00	58.59	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$24k		95.00	253.52	View chart
Kimco Rlty Corp Reit (KIM)	0.0	$23k		1.2k	20.27	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$23k		979.00	23.69	View chart
Equinix Reit (EQIX)	0.0	$23k		30.00	766.17	View chart
Angel Studios Inc Cl A Stock (ANGX)	0.0	$22k	NEW	4.7k	4.67	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$21k	-16%	716.00	29.89	View chart
Rayonier Reit (RYN)	0.0	$21k	+4%	987.00	21.65	View chart
Digital Rlty Tr Reit (DLR)	0.0	$21k		137.00	154.71	View chart
Sun Cmntys Reit (SUI)	0.0	$21k		171.00	123.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$21k	-31%	100.00	210.34	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$20k	+27%	323.00	63.04	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.0	$20k	NEW	2.5k	8.11	View chart
Regency Ctrs Corp Reit (REG)	0.0	$20k		285.00	69.03	View chart
Disney Walt Stock (DIS)	0.0	$18k	+3%	158.00	113.77	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$16k		156.00	100.80	View chart
Invitation Homes Reit (INVH)	0.0	$15k		547.00	27.79	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$15k		50.00	303.90	View chart
Essex Ppty Tr Reit (ESS)	0.0	$15k		58.00	261.67	View chart
General Mls Stock (GIS)	0.0	$15k	-44%	321.00	46.50	View chart
Pepsico Stock (PEP)	0.0	$14k	-78%	100.00	143.52	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$14k		65.00	214.78	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$14k		100.00	139.16	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$14k		13.00	1069.85	View chart
Costar Group Stock (CSGP)	0.0	$14k	+2%	204.00	67.24	View chart
Extra Space Storage Reit (EXR)	0.0	$14k		105.00	130.22	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$14k		117.00	114.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$13k		63.00	211.79	View chart
Simon Ppty Group Reit (SPG)	0.0	$13k	+39%	71.00	185.11	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$13k		27.00	473.30	View chart
Exelon Corp Stock (EXC)	0.0	$12k		279.00	43.59	View chart
The Cigna Group Stock (CI)	0.0	$12k		44.00	275.23	View chart
Cushman And Wakefield Ltd Common Shares Stock (CWK)	0.0	$12k	NEW	733.00	16.19	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$11k		64.00	177.38	View chart
Americold Realty Trust Reit (COLD)	0.0	$11k		873.00	12.86	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$11k	NEW	124.00	90.00	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$11k		375.00	28.97	View chart
Verizon Communications Stock (VZ)	0.0	$11k	-58%	265.00	40.73	View chart
Structure Therapeutics Adr (GPCR)	0.0	$10k	-72%	150.00	69.55	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$10k		37.00	279.14	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k	-67%	190.00	53.94	View chart
Varonis Sys Stock (VRNS)	0.0	$10k	NEW	310.00	32.80	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$10k		278.00	36.23	View chart
Cardinal Health Stock (CAH)	0.0	$10k		49.00	205.51	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$10k		22.00	453.36	View chart
Cohen & Steers Stock (CNS)	0.0	$9.9k	+30%	158.00	62.78	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$9.7k	-2%	375.00	25.75	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$9.5k		330.00	28.82	View chart
Idacorp Stock (IDA)	0.0	$9.5k		75.00	126.56	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$9.2k		300.00	30.54	View chart
Intuitive Surgical Stock (ISRG)	0.0	$8.5k		15.00	566.33	View chart
Cvs Health Corp Stock (CVS)	0.0	$8.5k		107.00	79.36	View chart
Healthpeak Properties Reit (DOC)	0.0	$8.4k	-44%	523.00	16.08	View chart
Natera Stock (NTRA)	0.0	$8.2k		36.00	229.08	View chart
Dollar Gen Corp Stock (DG)	0.0	$8.2k	-73%	62.00	132.77	View chart
Intel Corp Stock (INTC)	0.0	$8.1k		220.00	36.90	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$8.1k		248.00	32.73	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$8.1k	NEW	200.00	40.35	View chart
Illumina Stock (ILMN)	0.0	$7.6k		58.00	131.16	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$6.8k	NEW	27.00	250.30	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$6.0k		20.00	302.10	View chart
Dupont De Nemours Stock (DD)	0.0	$5.7k		142.00	40.20	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$5.3k	NEW	160.00	33.05	View chart
Cytokinetics Stock (CYTK)	0.0	$4.3k		68.00	63.54	View chart
Vaxcyte Stock (PCVX)	0.0	$4.0k	-65%	86.00	46.14	View chart
Acadia Pharmaceuticals Stock (ACAD)	0.0	$3.5k		131.00	26.71	View chart
Dow Stock (DOW)	0.0	$3.3k		142.00	23.38	View chart
Pacific Biosciences Calif Stock (PACB)	0.0	$3.1k		1.7k	1.87	View chart
Regenxbio Stock (RGNX)	0.0	$2.7k		191.00	14.40	View chart
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI)	0.0	$2.6k		808.00	3.25	View chart
BXP Reit (BXP)	0.0	$2.5k	-81%	37.00	67.49	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$2.5k		25.00	99.88	View chart
Sangamo Therapeutics Stock (SGMO)	0.0	$2.4k		5.6k	0.42	View chart
Wabtec Stock (WAB)	0.0	$1.7k		8.00	213.50	View chart
Moderna Stock (MRNA)	0.0	$1.2k		40.00	29.50	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$1.1k	NEW	8.00	141.00	View chart
Novavax Stock (NVAX)	0.0	$806.004000		120.00	6.72	View chart
Omniab Stock (OABI)	0.0	$759.980100		411.00	1.85	View chart
Sabre Corp Stock (SABR)	0.0	$680.000000	NEW	500.00	1.36	View chart
Oracle Corp Stock (ORCL)	0.0	$585.000000	NEW	3.00	195.00	View chart
Skye Bioscience Stock (SKYE)	0.0	$6.000000	NEW	8.00	0.75	View chart

Past Filings by Dynamic Wealth Strategies

SEC 13F filings are viewable for Dynamic Wealth Strategies going back to 2024

Dynamic Wealth Strategies 2025 Q4 filed Feb. 4, 2026
Dynamic Wealth Strategies 2025 Q3 filed Oct. 29, 2025
Dynamic Wealth Strategies 2025 Q2 filed Aug. 13, 2025
Dynamic Wealth Strategies 2025 Q1 filed May 13, 2025
Dynamic Wealth Strategies 2024 Q4 filed Feb. 13, 2025
Dynamic Wealth Strategies 2024 Q3 filed Nov. 13, 2024
Dynamic Wealth Strategies 2024 Q2 filed Aug. 15, 2024
Dynamic Wealth Strategies 2024 Q1 filed May 15, 2024

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