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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, VTV, VMBS, VGIT, and represent 35.02% of Dynamic Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$8.3M), IEF, VO, SPIB, VMBS, IGV, SPYG, VUG, Exxon Mobil Corp, KLAC.
Started 11 new stock positions in CARR, AZN, MU, CCL, Exxon Mobil Corp, OWL, HONA, DD, TGT, HON. SPCX.
Reduced shares in these 10 stocks: SGOV (-$12M), , COPX, SMLF, Honeywell International, EWU, GDX, PFF, LRCX, ITA.
Sold out of its positions in Carnival Corporation, CNS, Dupont De Nemours, EXC, XOM, Honeywell International, ORCL, Sangamo Biosciences.
Dynamic Wealth Strategies was a net buyer of stock by $2.1M.
Dynamic Wealth Strategies has $188M in assets under management (AUM), dropping by 8.61%.
Central Index Key (CIK): 0001812853

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Portfolio Holdings for Dynamic Wealth Strategies

Dynamic Wealth Strategies holds 291 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Bond Market Etf Etf (BND)	8.9	$17M		227k	73.41	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	8.8	$17M		102k	163.58	View chart
Vanguard Value Etf Etf (VTV)	6.8	$13M		58k	217.93	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	5.7	$11M	+9%	230k	46.81	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	4.8	$9.0M	+2%	153k	58.98	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	4.8	$9.0M	+1275%	154k	58.20	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	4.5	$8.5M		94k	90.10	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.6	$6.7M	+6%	57k	118.99	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.6	$6.7M		94k	71.25	View chart
Ishares Msci Eafe Etf Etf (EFA)	3.3	$6.2M		59k	103.88	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	3.2	$6.0M	-2%	58k	102.30	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	2.3	$4.4M	+112%	47k	94.57	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	2.2	$4.1M	+2%	29k	141.89	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.0	$3.7M	-4%	48k	76.55	View chart
Ishares Msci Japan Etf Etf (EWJ)	1.9	$3.6M	-3%	39k	93.27	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	1.8	$3.3M	+20%	37k	90.60	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.7	$3.1M	+7%	59k	53.61	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	1.6	$3.0M	+55%	90k	33.46	View chart
Vanguard Mid-cap Etf Etf (VO)	1.3	$2.5M	+308%	31k	80.57	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.3	$2.5M		23k	107.13	View chart
Vaneck Gold Miners Etf Etf (GDX)	1.3	$2.4M	-9%	31k	75.45	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.0	$1.9M		22k	86.42	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	1.0	$1.9M	+12%	12k	158.66	View chart
Global X Copper Miners Etf Etf (COPX)	0.9	$1.7M	-16%	23k	76.97	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.9	$1.7M	-16%	19k	89.14	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.9	$1.6M	+12%	28k	59.69	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.9	$1.6M	+19%	34k	47.52	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.9	$1.6M	-4%	53k	30.01	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.8	$1.5M	-8%	8.0k	190.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$1.2M	-8%	3.5k	357.37	View chart
Ishares Msci Germany Etf Etf (EWG)	0.6	$1.2M		30k	41.37	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.6	$1.1M		10k	106.47	View chart
Apple Stock (AAPL)	0.5	$876k		3.0k	289.36	View chart
Nvidia Corporation Stock (NVDA)	0.4	$730k	-10%	3.6k	200.09	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$727k		2.2k	327.33	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.4	$715k	+29%	16k	45.34	View chart
Broadcom Stock (AVGO)	0.3	$631k	+3%	1.7k	377.75	View chart
Lam Research Corp Stock (LRCX)	0.3	$604k	-24%	1.4k	433.33	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.3	$576k	-34%	13k	46.14	View chart
Amazon Stock (AMZN)	0.3	$555k	-5%	2.3k	238.34	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$546k	-3%	8.1k	67.24	View chart
Microsoft Corp Stock (MSFT)	0.3	$510k	-24%	1.4k	373.02	View chart
Analog Devices Stock (ADI)	0.3	$491k		1.2k	397.17	View chart
Spdr Gold Shares Etf (GLD)	0.2	$449k		1.2k	368.38	View chart
Franklin Ftse United Kingdom Etf Etf (FLGB)	0.2	$438k		12k	35.29	View chart
Eli Lilly & Co Stock (LLY)	0.2	$438k	-20%	365.00	1199.43	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$422k		3.6k	117.28	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$418k	+500%	4.8k	86.14	View chart
Gilead Sciences Stock (GILD)	0.2	$401k	-8%	3.2k	126.34	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$399k	+12%	784.00	509.46	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$394k	-15%	421.00	935.47	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$374k		4.5k	82.65	View chart
Kla Corp Stock (KLAC)	0.2	$364k	+547%	1.2k	301.71	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$361k	+2%	7.5k	48.43	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.2	$348k		2.2k	158.25	View chart
Johnson & Johnson Stock (JNJ)	0.2	$342k	-4%	1.3k	253.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$335k	-8%	3.1k	107.62	View chart
Travelers Companies Stock (TRV)	0.2	$332k	-3%	1.0k	330.12	View chart
Walmart Stock (WMT)	0.2	$331k		2.9k	113.26	View chart
Capital One Finl Corp Stock (COF)	0.2	$327k	+21%	1.6k	200.62	View chart
Exxonmobil Holdings Corp Stock	0.2	$316k	NEW	2.3k	136.72	View chart
Home Depot Stock (HD)	0.2	$314k	+31%	891.00	352.68	View chart
Servicenow Stock (NOW)	0.2	$310k	+28%	3.1k	99.28	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.2	$296k		1.6k	185.23	View chart
Chevron Corporation Stock (CVX)	0.2	$292k	-9%	1.8k	165.76	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$287k	-9%	510.00	563.29	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$284k		566.00	501.36	View chart
Visa Inc Com Cl A Stock (V)	0.2	$283k	-3%	826.00	343.09	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$274k	-42%	9.0k	30.49	View chart
Borgwarner Stock (BWA)	0.1	$265k	-9%	4.0k	66.40	View chart
Texas Instrs Stock (TXN)	0.1	$263k		883.00	298.07	View chart
Jacobs Solutions Stock (J)	0.1	$261k	+11%	2.1k	126.00	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$248k	+65%	2.7k	92.27	View chart
Fortinet Stock (FTNT)	0.1	$226k	-36%	1.5k	153.62	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$224k		2.7k	83.07	View chart
Salesforce Stock (CRM)	0.1	$222k	+6%	1.4k	156.66	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$215k	-4%	430.00	500.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$212k		897.00	236.62	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$207k	-3%	2.1k	96.43	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$203k		676.00	300.45	View chart
Abbvie Stock (ABBV)	0.1	$200k		796.00	251.64	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$197k	-2%	4.3k	45.70	View chart
Arista Networks Stock (ANET)	0.1	$196k	-9%	1.2k	169.88	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$192k		3.5k	54.69	View chart
Procter & Gamble Stock (PG)	0.1	$186k		1.3k	146.64	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$184k	-98%	1.8k	100.67	View chart
Cme Group Stock (CME)	0.1	$180k	-7%	815.00	220.83	View chart
Labcorp Holdings Stock (LH)	0.1	$174k	-5%	622.00	280.00	View chart
Blackrock Stock (BLK)	0.1	$172k		179.00	961.56	View chart
Metlife Stock (MET)	0.1	$165k	-5%	1.9k	84.61	View chart
Emerson Elec Stock (EMR)	0.1	$163k	+4%	1.1k	143.15	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$160k	-14%	848.00	188.69	View chart
T-mobile Us Stock (TMUS)	0.1	$159k		949.00	167.73	View chart
Merck & Co Stock (MRK)	0.1	$154k		1.2k	128.50	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$148k		2.8k	53.11	View chart
Coca Cola Stock (KO)	0.1	$148k	-21%	1.8k	81.27	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.1	$145k	+3%	2.8k	50.83	View chart
Adobe Stock (ADBE)	0.1	$142k	+5%	690.00	205.02	View chart
Gentex Corp Stock (GNTX)	0.1	$140k	-4%	5.5k	25.27	View chart
Cisco Sys Stock (CSCO)	0.1	$140k	+20%	1.2k	117.46	View chart
Nextera Energy Stock (NEE)	0.1	$136k	-11%	1.5k	87.77	View chart
Bath & Body Works Stock (BBWI)	0.1	$132k	-5%	5.7k	23.13	View chart
Rtx Corporation Stock (RTX)	0.1	$131k	+5%	691.00	189.73	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$131k		897.00	146.11	View chart
Corteva Stock (CTVA)	0.1	$130k	-7%	1.5k	84.69	View chart
Ppl Corp Stock (PPL)	0.1	$129k	-11%	3.6k	36.35	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$129k	-8%	6.1k	21.03	View chart
Idex Corp Stock (IEX)	0.1	$128k	-9%	565.00	226.95	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$128k		515.00	247.89	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$126k	+6%	5.1k	24.51	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$123k		807.00	152.18	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$121k		164.00	736.40	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$120k		967.00	124.42	View chart
Honeywell Aerospace Stock (HONA)	0.1	$116k	NEW	526.00	221.08	View chart
Abbott Laboratories Stock (ABT)	0.1	$116k		1.3k	90.74	View chart
Public Storage Reit (PSA)	0.1	$116k	+20%	364.00	318.31	View chart
Honeywell Intl Stock (HON)	0.1	$114k	NEW	509.00	223.90	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$112k	+26%	816.00	137.74	View chart
Illinois Tool Wks Stock (ITW)	0.1	$111k	-9%	411.00	270.47	View chart
Advanced Micro Devices Stock (AMD)	0.1	$110k	-59%	189.00	580.91	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$104k	-2%	729.00	143.10	View chart
Aflac Stock (AFL)	0.1	$104k		889.00	117.25	View chart
Boston Scientific Corp Stock (BSX)	0.1	$100k	+31%	2.3k	42.68	View chart
Mcdonalds Corp Stock (MCD)	0.1	$99k	+5%	366.00	270.31	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$89k		119.00	746.77	View chart
Cooper Cos Stock (COO)	0.0	$89k	-3%	1.2k	71.71	View chart
Autodesk Stock (ADSK)	0.0	$87k		448.00	194.42	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$82k		360.00	228.79	View chart
American Tower Corp Reit (AMT)	0.0	$81k	-12%	494.00	163.57	View chart
Equinix Reit (EQIX)	0.0	$80k	+5%	77.00	1042.39	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$80k		422.00	190.19	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$78k	+23%	2.5k	31.97	View chart
Ge Aerospace Stock (GE)	0.0	$78k		208.00	373.73	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$75k	-10%	1.7k	44.03	View chart
Dominos Pizza Stock (DPZ)	0.0	$73k	-5%	248.00	296.04	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$73k		950.00	77.11	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$69k	-73%	285.00	242.42	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$65k	+8%	705.00	91.64	View chart
Principal Financial Group Stock (PFG)	0.0	$62k	+3%	577.00	107.78	View chart
Digital Rlty Tr Reit (DLR)	0.0	$62k	+7%	346.00	179.58	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$61k	+400%	2.2k	27.41	View chart
Royal Caribbean Group Stock (RCL)	0.0	$61k		193.00	317.53	View chart
American Elec Pwr Stock (AEP)	0.0	$61k	+21%	445.00	136.81	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$60k		974.00	61.46	View chart
Unitedhealth Group Stock (UNH)	0.0	$59k	-4%	142.00	415.63	View chart
Mckesson Corp Stock (MCK)	0.0	$58k	+2%	77.00	755.60	View chart
Lululemon Athletica Stock (LULU)	0.0	$57k	+22%	499.00	114.18	View chart
Phillips 66 Stock (PSX)	0.0	$56k		330.00	169.05	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$55k		975.00	56.37	View chart
Prologis Reit (PLD)	0.0	$54k		400.00	135.47	View chart
Altria Group Stock (MO)	0.0	$53k		741.00	71.95	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$53k	+400%	605.00	87.91	View chart
Novartis Adr (NVS)	0.0	$53k		338.00	156.72	View chart
Ge Vernova Stock (GEV)	0.0	$52k		44.00	1174.86	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$51k		898.00	56.48	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$50k	NEW	266.00	189.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$50k		67.00	748.90	View chart
Welltower Reit (WELL)	0.0	$49k	-28%	217.00	226.97	View chart
Virtus Biotech Clinical Trials Etf Etf (BBC)	0.0	$49k		927.00	52.69	View chart
Simon Ppty Group Reit (SPG)	0.0	$47k		210.00	223.65	View chart
Rockwell Automation Stock (ROK)	0.0	$47k	-7%	94.00	495.09	View chart
Constellation Energy Corp Stock (CEG)	0.0	$46k		185.00	248.37	View chart
Independence Rlty Tr Reit (IRT)	0.0	$45k		2.7k	16.69	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$45k		142.00	314.59	View chart
Tjx Cos Stock (TJX)	0.0	$44k		290.00	151.50	View chart
Starbucks Corp Stock (SBUX)	0.0	$44k		427.00	102.19	View chart
Tesla Stock (TSLA)	0.0	$42k	-10%	99.00	420.60	View chart
Boeing Stock (BA)	0.0	$40k		186.00	216.47	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$38k		300.00	126.31	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$37k		229.00	163.45	View chart
Amgen Stock (AMGN)	0.0	$37k	+3%	103.00	362.12	View chart
Duke Energy Corp Stock (DUK)	0.0	$37k		294.00	126.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$37k		166.00	222.88	View chart
Realty Income Corp Reit (O)	0.0	$36k		585.00	61.96	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$34k		600.00	56.98	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$34k		66.00	513.61	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$34k		191.00	176.32	View chart
Omnicom Group Stock (OMC)	0.0	$33k	-4%	459.00	72.83	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$33k		1.1k	31.71	View chart
At&t Stock (T)	0.0	$32k	+6%	1.5k	20.70	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$32k		405.00	78.28	View chart
Kroger Stock (KR)	0.0	$31k		559.00	55.53	View chart
Intel Corp Stock (INTC)	0.0	$31k		220.00	139.63	View chart
Entergy Corp Stock (ETR)	0.0	$31k		267.00	114.86	View chart
Synopsys Stock (SNPS)	0.0	$30k	+4%	67.00	446.07	View chart
Pepsico Stock (PEP)	0.0	$30k	+35%	220.00	135.40	View chart
Royal Bk Cda Stock (RY)	0.0	$29k	+30%	141.00	206.97	View chart
Ishares Gold Trust Etf (IAU)	0.0	$29k		380.00	75.51	View chart
Csx Corp Stock (CSX)	0.0	$28k	+16%	594.00	47.53	View chart
Air Products And Chemicals Stock (APD)	0.0	$28k	-45%	94.00	293.18	View chart
Dominion Energy Stock (D)	0.0	$28k	-5%	402.00	68.29	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$27k		400.00	67.93	View chart
Medtronic Stock (MDT)	0.0	$27k	+2%	345.00	78.23	View chart
Ventas Reit (VTR)	0.0	$27k		300.00	88.80	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$27k		459.00	57.84	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$26k		273.00	96.44	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$26k		13.00	1989.46	View chart
Pfizer Stock (PFE)	0.0	$26k		1.1k	24.08	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$24k		100.00	242.43	View chart
Vici Pptys Reit (VICI)	0.0	$24k		900.00	26.55	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$24k		50.00	477.58	View chart
Weyerhaeuser Reit (WY)	0.0	$23k		979.00	23.94	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$20k		95.00	210.57	View chart
Rayonier Reit (RYN)	0.0	$19k		900.00	21.28	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$19k	+29%	157.00	121.43	View chart
Invitation Homes Reit (INVH)	0.0	$18k		602.00	30.21	View chart
Paccar Stock (PCAR)	0.0	$18k		148.00	120.12	View chart
Kimco Realty Corp Reit (KIM)	0.0	$18k	-12%	700.00	25.35	View chart
Sba Communications Corp Cl A Reit (SBAC)	0.0	$18k		100.00	176.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$18k		716.00	24.55	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$17k	+800%	18.00	965.00	View chart
Angel Studios Inc. Cl A Stock (ANGX)	0.0	$17k		4.7k	3.67	View chart
Regency Ctrs Corp Reit (REG)	0.0	$16k		201.00	79.74	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$16k		375.00	42.06	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$15k		117.00	131.13	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$15k		63.00	242.98	View chart
Extra Space Storage Reit (EXR)	0.0	$15k		105.00	145.30	View chart
Disney Walt Stock (DIS)	0.0	$15k		158.00	96.25	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$15k	-73%	153.00	94.69	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$13k	+300%	108.00	124.17	View chart
Varonis Sys Stock (VRNS)	0.0	$13k		310.00	41.96	View chart
Healthpeak Properties Reit (DOC)	0.0	$13k	+14%	600.00	21.40	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$13k		64.00	197.59	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$12k		100.00	123.44	View chart
The Cigna Group Stock (CI)	0.0	$12k		44.00	275.68	View chart
Sun Cmntys Reit (SUI)	0.0	$12k		100.00	119.91	View chart
Cardinal Health Stock (CAH)	0.0	$12k		49.00	237.55	View chart
Qnity Electronics Stock (Q)	0.0	$12k		71.00	163.31	View chart
Idacorp Stock (IDA)	0.0	$11k		75.00	151.31	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$11k		37.00	306.30	View chart
General Mills Stock (GIS)	0.0	$11k		321.00	34.80	View chart
Verizon Communications Stock (VZ)	0.0	$11k		263.00	42.34	View chart
Cvs Health Corp Stock (CVS)	0.0	$11k		107.00	103.45	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$11k		190.00	57.62	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$11k		22.00	496.73	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$11k		278.00	37.94	View chart
Illumina Stock (ILMN)	0.0	$10k		58.00	175.83	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$9.8k	+54%	218.00	45.11	View chart
Target Corp Stock (TGT)	0.0	$9.8k	NEW	75.00	130.61	View chart
Natera Stock (NTRA)	0.0	$9.8k		36.00	271.44	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$9.6k		375.00	25.52	View chart
Cushman And Wakefield Ltd Common Shares Stock (CWK)	0.0	$9.4k		700.00	13.39	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$9.3k		27.00	342.81	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$9.1k		248.00	36.84	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$8.8k		330.00	26.66	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.0	$8.6k	NEW	300.00	28.57	View chart
Structure Therapeutics Adr (GPCR)	0.0	$8.1k		150.00	53.67	View chart
Williams Cos Stock (WMB)	0.0	$8.0k	+111%	108.00	74.34	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$8.0k		65.00	122.42	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$7.3k		20.00	365.70	View chart
Eaton Corp Stock (ETN)	0.0	$7.2k	+54%	17.00	426.12	View chart
Dollar Gen Corp Stock (DG)	0.0	$7.1k		62.00	115.11	View chart
American Express Stock (AXP)	0.0	$7.1k	+40%	21.00	338.24	View chart
Micron Technology Stock (MU)	0.0	$6.9k	NEW	6.00	1154.33	View chart
BXP Reit (BXP)	0.0	$6.6k		100.00	66.31	View chart
Dupont De Nemours Stock (DD)	0.0	$6.4k	NEW	47.00	135.64	View chart
Intuitive Surgical Stock (ISRG)	0.0	$6.0k		15.00	397.67	View chart
Cytokinetics Stock (CYTK)	0.0	$5.8k		68.00	85.19	View chart
International Business Machs Stock (IBM)	0.0	$5.6k	+185%	20.00	281.20	View chart
Truist Finl Corp Stock (TFC)	0.0	$5.4k	+194%	109.00	49.82	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$5.3k	-45%	60.00	88.60	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$5.3k	NEW	31.00	170.87	View chart
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI)	0.0	$5.0k		808.00	6.24	View chart
Vaxcyte Stock (PCVX)	0.0	$5.0k		86.00	58.13	View chart
Synchrony Financial Stock (SYF)	0.0	$4.9k	+100%	64.00	76.05	View chart
Wells Fargo & Co Stock (WFC)	0.0	$4.6k	+124%	56.00	82.64	View chart
General Dynamics Corp Stock (GD)	0.0	$4.6k	+62%	13.00	354.23	View chart
Alcon Ag Ord Stock (ALC)	0.0	$4.5k		67.00	67.10	View chart
Xcel Energy Stock (XEL)	0.0	$4.3k	+125%	54.00	80.30	View chart
Caterpillar Stock (CAT)	0.0	$4.3k	+100%	4.00	1065.00	View chart
Dow Hldgs Stock (DOW)	0.0	$3.9k		142.00	27.36	View chart
Allstate Corp Stock (ALL)	0.0	$3.8k	+166%	16.00	237.94	View chart
Carrier Global Corporation Stock (CARR)	0.0	$3.5k	NEW	48.00	73.35	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.0	$3.4k		100.00	33.52	View chart
Acadia Pharmaceuticals Stock (ACAD)	0.0	$3.3k		131.00	25.30	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$3.1k		160.00	19.65	View chart
Pacific Biosciences Calif Stock (PACB)	0.0	$2.8k		1.7k	1.68	View chart
Moderna Stock (MRNA)	0.0	$2.8k		40.00	70.03	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.0	$2.7k	NEW	303.00	8.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$2.5k		25.00	99.00	View chart
Hca Healthcare Stock (HCA)	0.0	$2.3k		6.00	389.83	View chart
Regenxbio Stock (RGNX)	0.0	$2.3k		191.00	11.98	View chart
Wabtec Stock (WAB)	0.0	$2.2k		8.00	269.62	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$2.0k	+66%	25.00	81.16	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$1.6k		26.00	62.88	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$1.3k	+121%	31.00	40.55	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$1.3k		8.00	157.00	View chart
Novavax Stock (NVAX)	0.0	$1.1k		120.00	9.42	View chart
Omniab Stock (OABI)	0.0	$1.0k		411.00	2.46	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$1.0k		28.00	36.00	View chart
Americold Realty Trust Reit (COLD)	0.0	$47.000100	-99%	3.00	15.67	View chart

Past Filings by Dynamic Wealth Strategies

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

Dynamic Wealth Strategies 2026 Q2 filed July 23, 2026
Dynamic Wealth Strategies 2026 Q1 filed May 13, 2026
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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