Dynamic Wealth Strategies
Latest statistics and disclosures from Dynamic Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGM, BND, VTV, SGOV, VGIT, and represent 34.96% of Dynamic Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: VEA, VMBS, IGV, VGIT, XLF, SPYG, XLC, IEF, EWG, REZ.
- Started 11 new stock positions in VWOB, VTWO, IEX, HIMU, FLGB, MET, OEF, SCZ, VEA, IGV. EWG.
- Reduced shares in these 10 stocks: EFA, SGOV, PFF, EMB, BNDX, BND, XLK, COPX, EWU, TLT.
- Sold out of its positions in CHRW, LEN, NKE, VTR, ZM.
- Dynamic Wealth Strategies was a net buyer of stock by $3.6M.
- Dynamic Wealth Strategies has $150M in assets under management (AUM), dropping by 7.79%.
- Central Index Key (CIK): 0001812853
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Portfolio Holdings for Dynamic Wealth Strategies
Dynamic Wealth Strategies holds 241 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Xpnd Tec Sc Etf (IGM) | 8.0 | $12M | 95k | 125.95 |
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| Vanguard Bd Index Fds Otal Bnd Mrkt (BND) | 7.9 | $12M | -6% | 160k | 74.37 |
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| Vanguard Index Fds Alue Etf (VTV) | 6.9 | $10M | 55k | 186.49 |
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| Ishares Tr -3 Mnth Treasry (SGOV) | 6.6 | $9.9M | -31% | 99k | 100.70 |
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| Vanguard Scottsdale Fds Nter Term Treas (VGIT) | 5.5 | $8.3M | +30% | 138k | 60.03 |
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| Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS) | 5.5 | $8.2M | +77% | 176k | 46.96 |
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| Invesco Exchange Traded Fd T &p500 Quality (SPHQ) | 4.7 | $7.0M | 95k | 73.29 |
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| Ishares Tr Sci Eafe Etf (EFA) | 3.8 | $5.7M | -46% | 61k | 93.37 |
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| Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA) | 3.0 | $4.5M | NEW | 76k | 59.92 |
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| Spdr Series Trust Rtflo S&p500 Gw (SPYG) | 2.9 | $4.3M | +41% | 41k | 104.51 |
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| Ishares Tr Afe Value Etf (EFV) | 2.2 | $3.3M | 49k | 67.83 |
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| Ishares Sci Jpn Etf New (EWJ) | 2.2 | $3.3M | 41k | 80.21 |
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| Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC) | 2.1 | $3.2M | 24k | 130.28 |
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| Ishares Tr -10 Yr Trsy Bd (IEF) | 2.0 | $3.0M | +51% | 32k | 96.46 |
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| Ishares Sci Emrg Chn (EMXC) | 2.0 | $3.0M | +5% | 44k | 67.51 |
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| Spdr Series Trust Ortfolio Short (SPSB) | 2.0 | $2.9M | -3% | 97k | 30.29 |
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| Ishares Tr Sci Uk Etf New (EWU) | 1.8 | $2.7M | -7% | 63k | 41.97 |
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| Vaneck Etf Trust Old Miners Etf (GDX) | 1.8 | $2.6M | -5% | 35k | 76.40 |
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| Ishares Tr Xpanded Tech (IGV) | 1.4 | $2.1M | NEW | 19k | 115.01 |
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| Select Sector Spdr Tr Ommunication (XLC) | 1.3 | $2.0M | +109% | 17k | 118.37 |
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| Global X Fds Lobal X Copper (COPX) | 1.3 | $1.9M | -17% | 32k | 59.81 |
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| Spdr Series Trust Ortfolio Intrmd (SPIB) | 1.2 | $1.8M | -4% | 54k | 33.89 |
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| Ishares Tr 0 Yr Tr Bd Etf (TLT) | 1.2 | $1.8M | -10% | 20k | 89.37 |
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| Select Sector Spdr Tr Inancial (XLF) | 1.1 | $1.6M | +3476% | 29k | 53.87 |
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| Ishares Tr S Sml Cap Eqt (SMLF) | 1.0 | $1.5M | 21k | 74.35 |
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| Vanguard Index Fds Id Cap Etf (VO) | 0.9 | $1.4M | +3% | 4.6k | 293.74 |
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| Ishares Tr Rate Cp Bd Etf (QLTA) | 0.8 | $1.2M | -7% | 26k | 48.47 |
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| Ishares Tr Hrt Nat Mun Etf (SUB) | 0.8 | $1.2M | +4% | 11k | 106.78 |
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| Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) | 0.8 | $1.1M | +21% | 21k | 54.18 |
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| Alphabet Ap Stk Cl A (GOOGL) | 0.6 | $923k | +9% | 3.8k | 243.10 |
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| Microsoft Corp Om (MSFT) | 0.6 | $881k | +16% | 1.7k | 517.95 |
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| Ishares Tr Fd And Incm Sec (PFF) | 0.6 | $832k | -62% | 26k | 31.62 |
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| Apple Om (AAPL) | 0.5 | $748k | +4% | 2.9k | 254.63 |
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| Select Sector Spdr Tr Bi Healthcare (XLV) | 0.5 | $726k | 5.2k | 139.17 |
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| Ishares Sci Germany Etf (EWG) | 0.5 | $718k | NEW | 17k | 41.61 |
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| Amazon Om (AMZN) | 0.4 | $621k | +14% | 2.8k | 219.57 |
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| Ishares Tr Esidential Mult (REZ) | 0.4 | $618k | +156% | 7.3k | 84.97 |
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| Nvidia Corporation Om (NVDA) | 0.4 | $610k | +8% | 3.3k | 186.58 |
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| Costco Whsl Corp Om (COST) | 0.3 | $483k | +13% | 522.00 | 925.63 |
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| Jpmorgan Chase & Co. Om (JPM) | 0.3 | $476k | +9% | 1.5k | 315.43 |
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| Servicenow Om (NOW) | 0.3 | $474k | +23% | 515.00 | 920.28 |
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| Spdr Gold Tr Old Shs (GLD) | 0.3 | $453k | 1.3k | 355.47 |
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| Meta Platforms L A (META) | 0.3 | $429k | +16% | 584.00 | 734.38 |
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| Vanguard Index Fds Rowth Etf (VUG) | 0.3 | $394k | 821.00 | 479.61 |
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| Vanguard Scottsdale Fds Nt-term Corp (VCIT) | 0.3 | $383k | -2% | 4.5k | 84.11 |
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| Salesforce Om (CRM) | 0.3 | $376k | +29% | 1.6k | 237.00 |
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| Ishares Tr Ational Mun Etf (MUB) | 0.2 | $361k | +11% | 3.4k | 106.49 |
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| Select Sector Spdr Tr Bi Int-utils (XLU) | 0.2 | $352k | -23% | 4.0k | 87.21 |
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| Ishares Tr S Aer Def Etf (ITA) | 0.2 | $334k | -26% | 1.6k | 209.26 |
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| Lam Research Corp Om New (LRCX) | 0.2 | $323k | -13% | 2.4k | 133.90 |
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| Lockheed Martin Corp Om (LMT) | 0.2 | $314k | +25% | 629.00 | 499.21 |
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| Analog Devices Om (ADI) | 0.2 | $302k | 1.2k | 245.70 |
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| Thermo Fisher Scientific Om (TMO) | 0.2 | $301k | +4% | 620.00 | 485.02 |
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| Vanguard Charlotte Fds Otal Int Bd Etf (BNDX) | 0.2 | $299k | -81% | 6.0k | 49.46 |
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| Walmart Om (WMT) | 0.2 | $292k | 2.8k | 103.06 |
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| Capital One Finl Corp Om (COF) | 0.2 | $285k | 1.3k | 212.58 |
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| Travelers Companies Om (TRV) | 0.2 | $284k | +4% | 1.0k | 279.22 |
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| Exxon Mobil Corp Om (XOM) | 0.2 | $267k | +2% | 2.4k | 112.75 |
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| Honeywell Intl Om (HON) | 0.2 | $263k | +2% | 1.3k | 210.50 |
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| Chevron Corp Om (CVX) | 0.2 | $256k | +9% | 1.6k | 155.29 |
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| Ishares Tr Pmorgan Usd Emg (EMB) | 0.2 | $254k | -83% | 2.7k | 95.19 |
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| Cme Group Om (CME) | 0.2 | $249k | +8% | 922.00 | 270.19 |
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| Adobe Om (ADBE) | 0.2 | $249k | +58% | 706.00 | 352.75 |
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| Kla Corp Om New (KLAC) | 0.2 | $247k | -11% | 229.00 | 1078.60 |
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| Pinterest L A (PINS) | 0.2 | $233k | +9% | 7.3k | 32.17 |
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| Broadcom Om (AVGO) | 0.2 | $229k | +3% | 694.00 | 329.91 |
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| Spdr Series Trust &p Biotech (XBI) | 0.1 | $213k | 2.1k | 100.20 |
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| Jacobs Solutions Om (J) | 0.1 | $211k | +21% | 1.4k | 149.86 |
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| Visa Om Cl A (V) | 0.1 | $207k | +2% | 607.00 | 341.38 |
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| Berkshire Hathaway Inc Del L B New (BRK.B) | 0.1 | $206k | +17% | 410.00 | 502.74 |
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| Vanguard Index Fds Eal Estate Etf (VNQ) | 0.1 | $204k | 2.2k | 91.42 |
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| Gilead Sciences Om (GILD) | 0.1 | $202k | -5% | 1.8k | 111.00 |
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| Fortinet Om (FTNT) | 0.1 | $201k | +27% | 2.4k | 84.08 |
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| Borgwarner Om (BWA) | 0.1 | $194k | -11% | 4.4k | 43.96 |
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| Labcorp Holdings Om Shs (LH) | 0.1 | $193k | +5% | 672.00 | 287.06 |
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| Avalonbay Cmntys Om (AVB) | 0.1 | $190k | +72% | 982.00 | 193.17 |
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| Amplify Etf Tr Wp Enhanced Div (DIVO) | 0.1 | $187k | +12% | 4.2k | 44.57 |
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| Medtronic HS (MDT) | 0.1 | $180k | -2% | 1.9k | 95.24 |
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| Metlife Om (MET) | 0.1 | $170k | NEW | 2.1k | 82.37 |
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| Tesla Om (TSLA) | 0.1 | $169k | 381.00 | 444.72 |
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| Ishares Tr Ussell 2000 Etf (IWM) | 0.1 | $168k | 695.00 | 241.96 |
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| Invesco Exch Traded Fd Tr Ii Alif Amt Mun (PWZ) | 0.1 | $167k | -27% | 7.0k | 23.92 |
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| Vanguard Scottsdale Fds Hort Term Treas (VGSH) | 0.1 | $162k | -22% | 2.8k | 58.85 |
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| Eli Lilly & Co Om (LLY) | 0.1 | $162k | +60% | 212.00 | 763.00 |
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| Dominos Pizza Om (DPZ) | 0.1 | $161k | +14% | 372.00 | 431.71 |
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| Home Depot Om (HD) | 0.1 | $159k | +4% | 393.00 | 405.19 |
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| Blackrock Om (BLK) | 0.1 | $156k | +8% | 134.00 | 1165.87 |
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| Johnson & Johnson Om (JNJ) | 0.1 | $155k | -7% | 833.00 | 185.42 |
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| Ishares Sg Awr Msci Em (ESGE) | 0.1 | $153k | 3.5k | 43.42 |
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| T-mobile Us Om (TMUS) | 0.1 | $152k | +75% | 634.00 | 239.38 |
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| Ppl Corp Om (PPL) | 0.1 | $149k | +6% | 4.0k | 37.16 |
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| Texas Instrs Om (TXN) | 0.1 | $148k | 806.00 | 183.73 |
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| Nextera Energy Om (NEE) | 0.1 | $148k | +24% | 2.0k | 75.49 |
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| Air Prods & Chems Om (APD) | 0.1 | $142k | -27% | 521.00 | 272.72 |
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| Airbnb Om Cl A (ABNB) | 0.1 | $139k | 1.1k | 121.42 |
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| Autodesk Om (ADSK) | 0.1 | $130k | +5% | 409.00 | 317.67 |
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| Cisco Sys Om (CSCO) | 0.1 | $129k | -7% | 1.9k | 68.42 |
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| Illinois Tool Wks Om (ITW) | 0.1 | $122k | +55% | 469.00 | 260.76 |
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| Lululemon Athletica Om (LULU) | 0.1 | $117k | +62% | 659.00 | 177.93 |
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| Schwab Charles Corp Om (SCHW) | 0.1 | $115k | -7% | 1.2k | 95.47 |
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| Rtx Corporation Om (RTX) | 0.1 | $109k | 651.00 | 167.33 |
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| Advanced Micro Devices Om (AMD) | 0.1 | $106k | -40% | 655.00 | 161.79 |
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| Unitedhealth Group Om (UNH) | 0.1 | $104k | +19% | 302.00 | 345.30 |
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| Cooper Cos Om (COO) | 0.1 | $101k | +226% | 1.5k | 68.56 |
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| Public Storage Oper Om (PSA) | 0.1 | $100k | +6% | 347.00 | 288.85 |
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| Henry Jack & Assoc Om (JKHY) | 0.1 | $100k | +4% | 672.00 | 148.93 |
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| Aflac Om (AFL) | 0.1 | $99k | -50% | 889.00 | 111.70 |
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| Johnson Ctls Intl HS (JCI) | 0.1 | $99k | 897.00 | 109.95 |
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| Constellation Energy Corp Om (CEG) | 0.1 | $98k | 297.00 | 329.07 |
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| Abbott Labs Om (ABT) | 0.1 | $97k | 727.00 | 133.94 |
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| Idex Corp Om (IEX) | 0.1 | $97k | NEW | 595.00 | 162.76 |
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| Procter And Gamble Om (PG) | 0.1 | $90k | 585.00 | 153.65 |
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| First Tr Exchange-traded Y Arca Biotech (FBT) | 0.1 | $83k | 465.00 | 179.29 |
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| Emerson Elec Om (EMR) | 0.1 | $82k | 628.00 | 131.18 |
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| Mcdonalds Corp Om (MCD) | 0.1 | $81k | 267.00 | 303.89 |
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| Spdr S&p 500 Etf Tr R Unit (SPY) | 0.1 | $79k | 119.00 | 666.18 |
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| Bath & Body Works Om (BBWI) | 0.1 | $79k | +39% | 3.1k | 25.76 |
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| Vanguard World Aterials Etf (VAW) | 0.1 | $79k | 384.00 | 204.86 |
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| Merck & Co Om (MRK) | 0.1 | $75k | +10% | 898.00 | 83.93 |
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| American Tower Corp Om (AMT) | 0.0 | $71k | +19% | 367.00 | 192.32 |
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| Omnicom Group Om (OMC) | 0.0 | $65k | +4% | 797.00 | 81.53 |
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| Pepsico Om (PEP) | 0.0 | $64k | +102% | 455.00 | 140.44 |
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| Ge Aerospace Om New (GE) | 0.0 | $63k | 208.00 | 300.82 |
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| Royal Caribbean Group Om (RCL) | 0.0 | $63k | 193.00 | 323.58 |
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| Ishares Tr Ore S&p Mcp Etf (IJH) | 0.0 | $62k | 950.00 | 65.26 |
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| Synopsys Om (SNPS) | 0.0 | $55k | -8% | 112.00 | 493.39 |
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| Mckesson Corp Om (MCK) | 0.0 | $55k | -50% | 71.00 | 772.54 |
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| Ishares Tr Shares Biotech (IBB) | 0.0 | $52k | 362.00 | 144.37 |
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| Altria Group Om (MO) | 0.0 | $49k | 741.00 | 66.06 |
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| Vanguard World Ega Grwth Ind (MGK) | 0.0 | $49k | 121.00 | 402.42 |
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| Select Sector Spdr Tr Bi Materials (XLB) | 0.0 | $47k | 521.00 | 89.62 |
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| Abbvie Om (ABBV) | 0.0 | $46k | 200.00 | 231.54 |
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| Phillips 66 Om (PSX) | 0.0 | $45k | 330.00 | 136.02 |
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| Ishares Tr Ore S&p500 Etf (IVV) | 0.0 | $45k | 67.00 | 669.30 |
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| Independence Rlty Tr Om (IRT) | 0.0 | $44k | 2.7k | 16.39 |
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| Principal Financial Group In Om (PFG) | 0.0 | $44k | 528.00 | 82.91 |
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| Coca Cola Om (KO) | 0.0 | $43k | 654.00 | 66.32 |
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| Select Sector Spdr Tr Echnology (XLK) | 0.0 | $41k | -94% | 145.00 | 281.86 |
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| Tjx Cos Om (TJX) | 0.0 | $41k | 280.00 | 144.54 |
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| Boeing Om (BA) | 0.0 | $40k | 186.00 | 215.83 |
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| At&t Om (T) | 0.0 | $39k | 1.4k | 28.24 |
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| Kroger Om (KR) | 0.0 | $38k | 559.00 | 67.41 |
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| Mastercard Incorporated L A (MA) | 0.0 | $38k | 66.00 | 568.80 |
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| Waste Mgmt Inc Del Om (WM) | 0.0 | $37k | 166.00 | 220.83 |
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| Starbucks Corp Om (SBUX) | 0.0 | $36k | 427.00 | 84.60 |
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| Ishares Gold Tr Shares New (IAU) | 0.0 | $33k | 446.00 | 72.77 |
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| Ge Vernova Om (GEV) | 0.0 | $32k | 52.00 | 614.90 |
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| Vanguard World Ega Cap Val Etf (MGV) | 0.0 | $32k | 229.00 | 137.74 |
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| Bank America Corp Om (BAC) | 0.0 | $31k | 600.00 | 51.59 |
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| Ishares Tr Us 1000 Val Etf (IWD) | 0.0 | $30k | 145.00 | 203.59 |
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| General Mls Om (GIS) | 0.0 | $29k | 577.00 | 50.42 |
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| Mondelez Intl L A (MDLZ) | 0.0 | $29k | -74% | 459.00 | 62.47 |
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| Verizon Communications Om (VZ) | 0.0 | $28k | 645.00 | 43.95 |
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| Amgen Om (AMGN) | 0.0 | $28k | 100.00 | 282.20 |
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| Pfizer Om (PFE) | 0.0 | $27k | 1.1k | 25.48 |
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| Comcast Corp L A (CMCSA) | 0.0 | $27k | 857.00 | 31.42 |
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| Bristol-myers Squibb Om (BMY) | 0.0 | $27k | 590.00 | 45.10 |
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| Dominion Energy Om (D) | 0.0 | $26k | 426.00 | 61.17 |
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| Prologis Om (PLD) | 0.0 | $26k | +34% | 224.00 | 114.52 |
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| Kimco Rlty Corp Om (KIM) | 0.0 | $25k | +27% | 1.2k | 21.85 |
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| Rayonier Om (RYN) | 0.0 | $25k | +36% | 942.00 | 26.54 |
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| Select Sector Spdr Tr Nergy (XLE) | 0.0 | $25k | 276.00 | 89.34 |
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| Dollar Gen Corp Om (DG) | 0.0 | $24k | 236.00 | 103.35 |
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| Realty Income Corp Om (O) | 0.0 | $24k | 401.00 | 60.79 |
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| Weyerhaeuser Co Mtn Be Om New (WY) | 0.0 | $24k | 979.00 | 24.79 |
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| Digital Rlty Tr Om (DLR) | 0.0 | $24k | 137.00 | 172.88 |
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| Amphenol Corp L A (APH) | 0.0 | $24k | 191.00 | 123.75 |
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| Steris Hs Usd (STE) | 0.0 | $24k | 95.00 | 247.44 |
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| Equinix Om (EQIX) | 0.0 | $24k | +57% | 30.00 | 783.23 |
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| Global X Fds Ithium Btry Etf (LIT) | 0.0 | $23k | 405.00 | 56.85 |
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| Sun Cmntys Om (SUI) | 0.0 | $22k | 171.00 | 129.00 |
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| Etfis Ser Tr I Irtus Lifesc Ct (BBC) | 0.0 | $22k | 802.00 | 27.30 |
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| Regency Ctrs Corp Om (REG) | 0.0 | $21k | 285.00 | 72.90 |
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| Rockwell Automation Om (ROK) | 0.0 | $20k | -58% | 57.00 | 349.53 |
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| Healthpeak Properties Om (DOC) | 0.0 | $18k | 942.00 | 19.15 |
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| Disney Walt Om (DIS) | 0.0 | $18k | 153.00 | 114.50 |
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| Franklin Templeton Etf Tr Tse Untd Kgdm (FLGB) | 0.0 | $17k | NEW | 535.00 | 32.31 |
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| Costar Group Om (CSGP) | 0.0 | $17k | 200.00 | 84.37 |
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| Equity Residential H Ben Int (EQR) | 0.0 | $16k | 253.00 | 64.73 |
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| Invitation Homes Om (INVH) | 0.0 | $16k | +4% | 547.00 | 29.33 |
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| Federal Rlty Invt Tr H Ben Int New (FRT) | 0.0 | $16k | 156.00 | 101.31 |
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| Workday L A (WDAY) | 0.0 | $16k | 65.00 | 240.72 |
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| Essex Ppty Tr Om (ESS) | 0.0 | $16k | 58.00 | 267.66 |
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| Select Sector Spdr Tr Bi Cons Stpls (XLP) | 0.0 | $16k | -10% | 198.00 | 78.37 |
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| Structure Therapeutics Ponsored Ads (GPCR) | 0.0 | $15k | 550.00 | 28.00 |
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| Extra Space Storage Om (EXR) | 0.0 | $15k | +8% | 105.00 | 140.94 |
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| BXP Om (BXP) | 0.0 | $15k | -18% | 197.00 | 74.34 |
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| Spdr Series Trust &p Divid Etf (SDY) | 0.0 | $14k | 100.00 | 140.05 |
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| Taiwan Semiconductor Mfg Ponsored Ads (TSM) | 0.0 | $14k | 50.00 | 279.30 |
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| Wisdomtree Tr S Ai Enhanced (AIVL) | 0.0 | $13k | 117.00 | 114.27 |
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| Vanguard Index Fds M Cp Val Etf (VBR) | 0.0 | $13k | 63.00 | 208.71 |
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| The Cigna Group Om (CI) | 0.0 | $13k | 44.00 | 288.25 |
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| Ishares Tr Us 1000 Grw Etf (IWF) | 0.0 | $13k | 27.00 | 468.41 |
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| Asml Holding N V Y Registry Shs (ASML) | 0.0 | $13k | 13.00 | 968.08 |
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| Exelon Corp Om (EXC) | 0.0 | $13k | 279.00 | 45.01 |
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| Cushman Wakefield HS (CWK) | 0.0 | $12k | -58% | 733.00 | 15.92 |
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| Vanguard Index Fds Cap Vl Idxvip (VOE) | 0.0 | $11k | 64.00 | 174.58 |
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| Dupont De Nemours Om (DD) | 0.0 | $11k | 142.00 | 77.90 |
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| Vanguard Index Fds Cap Gr Idxvip (VOT) | 0.0 | $11k | 37.00 | 293.78 |
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| Americold Realty Trust Om (COLD) | 0.0 | $11k | 873.00 | 12.24 |
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| Ark Etf Tr Enomic Rev Etf (ARKG) | 0.0 | $10k | 375.00 | 27.77 |
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| Spdr Series Trust Ortfolio Agrgte (SPAB) | 0.0 | $9.9k | 384.00 | 25.85 |
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| Idacorp Om (IDA) | 0.0 | $9.9k | 75.00 | 132.15 |
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| Global X Fds Btcs Artfl Inte (BOTZ) | 0.0 | $9.9k | 278.00 | 35.43 |
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| Corteva Om (CTVA) | 0.0 | $9.6k | 142.00 | 67.63 |
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| Simon Ppty Group Om (SPG) | 0.0 | $9.6k | +45% | 51.00 | 187.67 |
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| Vaxcyte Om (PCVX) | 0.0 | $9.0k | 250.00 | 36.02 |
|
|
| Carnival Corp Nit 99/99/9999 (CCL) | 0.0 | $8.7k | 300.00 | 28.91 |
|
|
| Vertex Pharmaceuticals Om (VRTX) | 0.0 | $8.6k | 22.00 | 391.64 |
|
|
| Kellanova Om (K) | 0.0 | $8.2k | 100.00 | 82.02 |
|
|
| Cvs Health Corp Om (CVS) | 0.0 | $8.1k | 107.00 | 75.39 |
|
|
| Cohen & Steers Om (CNS) | 0.0 | $7.9k | 121.00 | 65.61 |
|
|
| Dimensional Etf Trust Orld Ex Us Core (DFAX) | 0.0 | $7.8k | 248.00 | 31.38 |
|
|
| Cardinal Health Om (CAH) | 0.0 | $7.7k | 49.00 | 156.96 |
|
|
| Intel Corp Om (INTC) | 0.0 | $7.4k | 220.00 | 33.55 |
|
|
| Intuitive Surgical Om New (ISRG) | 0.0 | $6.7k | 15.00 | 447.20 |
|
|
| Warner Bros Discovery Om Ser A (WBD) | 0.0 | $6.4k | 330.00 | 19.53 |
|
|
| Exact Sciences Corp Om (EXAS) | 0.0 | $6.1k | 112.00 | 54.71 |
|
|
| Ishares Tr &p 100 Etf (OEF) | 0.0 | $6.0k | NEW | 18.00 | 332.83 |
|
| Vanguard Index Fds Ml Cp Grw Etf (VBK) | 0.0 | $6.0k | 20.00 | 297.60 |
|
|
| Natera Om (NTRA) | 0.0 | $5.8k | 36.00 | 160.97 |
|
|
| Illumina Om (ILMN) | 0.0 | $5.5k | 58.00 | 94.97 |
|
|
| Sangamo Therapeutics Om (SGMO) | 0.0 | $3.8k | 5.6k | 0.67 |
|
|
| Cytokinetics Om New (CYTK) | 0.0 | $3.7k | 68.00 | 54.96 |
|
|
| Dow Om (DOW) | 0.0 | $3.3k | 142.00 | 22.93 |
|
|
| Vanguard Scottsdale Fds Ng Rus2000idx (VTWO) | 0.0 | $3.1k | NEW | 32.00 | 97.81 |
|
| Blackrock Etf Trust Ii Shares High Yie (HIMU) | 0.0 | $2.8k | NEW | 57.00 | 49.19 |
|
| Acadia Pharmaceuticals Om (ACAD) | 0.0 | $2.8k | 131.00 | 21.34 |
|
|
| Ishares Tr Afe Sml Cp Etf (SCZ) | 0.0 | $2.8k | NEW | 36.00 | 76.72 |
|
| Ishares Tr Ore Us Aggbd Et (AGG) | 0.0 | $2.5k | -3% | 25.00 | 100.24 |
|
| Maravai Lifesciences Hldgs I Om Cl A (MRVI) | 0.0 | $2.3k | 808.00 | 2.87 |
|
|
| Pacific Biosciences Calif In Om (PACB) | 0.0 | $2.1k | 1.7k | 1.28 |
|
|
| Regenxbio Om (RGNX) | 0.0 | $1.8k | 191.00 | 9.65 |
|
|
| Wabtec Om (WAB) | 0.0 | $1.6k | 8.00 | 200.50 |
|
|
| Vanguard Whitehall Fds M Mk Gov Bd Etf (VWOB) | 0.0 | $1.5k | NEW | 22.00 | 66.91 |
|
| Novavax Om New (NVAX) | 0.0 | $1.0k | 120.00 | 8.67 |
|
|
| Moderna Om (MRNA) | 0.0 | $1.0k | 40.00 | 25.82 |
|
|
| Omniab Om (OABI) | 0.0 | $658.011000 | 411.00 | 1.60 |
|
|
| Fortrea Hldgs Ommon Stock (FTRE) | 0.0 | $337.000000 | 40.00 | 8.43 |
|
|
| Amentum Holdings Om (AMTM) | 0.0 | $24.000000 | -98% | 1.00 | 24.00 |
|
| Apartment Invt & Mgmt L A (AIV) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Dynamic Wealth Strategies
SEC 13F filings are viewable for Dynamic Wealth Strategies going back to 2024
- 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