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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, SGOV, IGM, VTV, VMBS, and represent 35.97% of Dynamic Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: BND, XLK, VMBS, XLC, VGSH, XLF, XLY, VEA, IGV, SPYG.
Started 44 new stock positions in AEP, WMB, PCAR, GD, VSNT, ALL, SYF, VTR, CSX, TD.
Reduced shares in these 10 stocks: IEF, GOOGL, MSFT, AMZN, LRCX, GILD, META, COST, NOW, CME.
Sold out of its positions in CSGP, ESS, JPC, SABR, SKYE, VYMI.
Dynamic Wealth Strategies was a net buyer of stock by $7.0M.
Dynamic Wealth Strategies has $173M in assets under management (AUM), dropping by 2.90%.
Central Index Key (CIK): 0001812853

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Portfolio Holdings for Dynamic Wealth Strategies

Dynamic Wealth Strategies holds 288 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Bond Market Etf Etf (BND)	9.6	$17M	+7%	226k	73.64	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	7.0	$12M		121k	100.66	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	7.0	$12M	+2%	102k	118.51	View chart
Vanguard Value Etf Etf (VTV)	6.7	$12M		59k	196.20	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	5.7	$9.8M	+8%	209k	46.95	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	5.2	$9.0M	+2%	150k	59.55	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	4.1	$7.1M	+2%	94k	75.19	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.5	$6.1M	+6%	95k	64.08	View chart
Ishares Msci Eafe Etf Etf (EFA)	3.3	$5.8M		59k	97.13	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.0	$5.2M	+6%	53k	97.91	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.7	$4.7M	+3%	60k	78.66	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.2	$3.7M	+2%	50k	74.35	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	2.0	$3.5M	+2%	28k	125.13	View chart
Ishares Msci Japan Etf Etf (EWJ)	2.0	$3.4M	+2%	40k	84.44	View chart
Vaneck Gold Miners Etf Etf (GDX)	1.8	$3.2M		35k	91.77	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.6	$2.7M	+20%	54k	49.37	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.5	$2.6M	+24%	23k	110.86	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	1.4	$2.4M	+15%	31k	80.05	View chart
Vanguard Mid-cap Etf Etf (VO)	1.3	$2.2M	+5%	7.7k	287.18	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.2	$2.1M	-25%	22k	95.44	View chart
Global X Copper Miners Etf Etf (COPX)	1.2	$2.1M		27k	76.35	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.1	$2.0M		23k	86.69	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	1.1	$1.9M	+11%	58k	33.54	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	1.0	$1.7M		22k	75.49	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	1.0	$1.7M		56k	30.07	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.9	$1.5M	+19%	11k	146.61	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.8	$1.4M	+5%	29k	47.59	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$1.3M	+3%	25k	54.05	View chart
Ishares Msci Germany Etf Etf (EWG)	0.7	$1.2M	+4%	30k	39.67	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.7	$1.2M	+2896%	8.7k	132.90	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.6	$1.1M		10k	106.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.1M	-16%	3.8k	287.56	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.5	$871k		19k	45.56	View chart
Apple Stock (AAPL)	0.4	$766k	-7%	3.0k	253.79	View chart
Nvidia Corporation Stock (NVDA)	0.4	$712k	-11%	4.1k	174.40	View chart
Microsoft Corp Stock (MSFT)	0.4	$674k	-19%	1.8k	370.17	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.4	$656k	+259%	11k	58.54	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$642k	+42%	2.2k	294.16	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.3	$560k	+17%	12k	45.89	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$553k	+9%	8.4k	65.69	View chart
Spdr Gold Shares Etf (GLD)	0.3	$524k		1.2k	430.29	View chart
Amazon Stock (AMZN)	0.3	$512k	-23%	2.5k	208.27	View chart
Broadcom Stock (AVGO)	0.3	$498k	+27%	1.6k	309.51	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$494k	-17%	496.00	996.43	View chart
Gilead Sciences Stock (GILD)	0.3	$484k	-20%	3.5k	139.37	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.3	$476k	+2%	16k	30.32	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$432k	-18%	2.5k	169.66	View chart
Franklin Ftse United Kingdom Etf Etf (FLGB)	0.2	$430k	+8%	12k	34.76	View chart
Eli Lilly & Co Stock (LLY)	0.2	$425k	+113%	462.00	919.77	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$421k	-7%	697.00	604.39	View chart
Chevron Corporation Stock (CVX)	0.2	$403k	-12%	1.9k	206.90	View chart
Lam Research Corp Stock (LRCX)	0.2	$394k	-24%	1.8k	213.66	View chart
Analog Devices Stock (ADI)	0.2	$393k		1.2k	318.14	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$392k	NEW	3.6k	108.98	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$374k		4.5k	82.75	View chart
Walmart Stock (WMT)	0.2	$363k	-15%	2.9k	124.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$360k		3.4k	106.15	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$353k		808.00	436.79	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$349k	+7%	7.3k	48.05	View chart
Johnson & Johnson Stock (JNJ)	0.2	$347k	+58%	1.4k	244.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$323k	-26%	564.00	572.13	View chart
Honeywell Intl Stock (HON)	0.2	$306k	-14%	1.4k	226.03	View chart
Travelers Companies Stock (TRV)	0.2	$303k	-16%	1.0k	291.68	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.2	$281k		2.2k	127.73	View chart
Kla Corp Stock (KLAC)	0.2	$274k	-4%	186.00	1472.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$273k		556.00	491.53	View chart
Cme Group Stock (CME)	0.2	$261k	-27%	883.00	295.35	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$259k	+60%	1.6k	161.73	View chart
Visa Inc Com Cl A Stock (V)	0.1	$259k		856.00	302.24	View chart
Servicenow Stock (NOW)	0.1	$254k	-28%	2.4k	104.55	View chart
Salesforce Stock (CRM)	0.1	$248k	-23%	1.3k	186.67	View chart
Capital One Finl Corp Stock (COF)	0.1	$244k	-18%	1.3k	182.43	View chart
Borgwarner Stock (BWA)	0.1	$240k	-15%	4.4k	54.26	View chart
Jacobs Solutions Stock (J)	0.1	$238k		1.9k	127.28	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$233k	-2%	1.1k	218.75	View chart
Home Depot Stock (HD)	0.1	$224k	+3%	680.00	328.89	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$221k	+92%	2.7k	81.98	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$217k	-18%	452.00	479.20	View chart
T-mobile Us Stock (TMUS)	0.1	$199k		948.00	210.03	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$197k		4.4k	44.85	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$197k	-3%	2.2k	88.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$193k	NEW	897.00	215.06	View chart
Fortinet Stock (FTNT)	0.1	$190k	-23%	2.3k	81.72	View chart
Procter & Gamble Stock (PG)	0.1	$181k	+114%	1.3k	144.44	View chart
Coca Cola Stock (KO)	0.1	$175k	+40%	2.3k	76.05	View chart
Labcorp Holdings Stock (LH)	0.1	$175k	-23%	656.00	266.81	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$175k	+110%	2.8k	61.26	View chart
Abbvie Stock (ABBV)	0.1	$173k	+298%	796.00	217.49	View chart
Texas Instrs Stock (TXN)	0.1	$171k	+9%	883.00	194.14	View chart
Blackrock Stock (BLK)	0.1	$171k	+21%	178.00	961.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$168k	-2%	679.00	248.00	View chart
Nextera Energy Stock (NEE)	0.1	$163k	-29%	1.8k	92.88	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$162k	-17%	993.00	163.35	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$160k		3.5k	45.47	View chart
Adobe Stock (ADBE)	0.1	$160k	-23%	657.00	243.08	View chart
Arista Networks Stock (ANET)	0.1	$156k		1.3k	122.78	View chart
Ppl Corp Stock (PPL)	0.1	$154k	-24%	4.0k	38.20	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$153k	-29%	1.6k	93.98	View chart
Merck & Co Stock (MRK)	0.1	$147k	-9%	1.2k	120.29	View chart
Metlife Stock (MET)	0.1	$146k	-23%	2.1k	70.72	View chart
Emerson Elec Stock (EMR)	0.1	$142k	+104%	1.1k	131.02	View chart
Corteva Stock (CTVA)	0.1	$139k		1.7k	83.71	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.1	$137k	+66%	2.7k	49.97	View chart
Abbott Laboratories Stock (ABT)	0.1	$131k	+75%	1.3k	102.67	View chart
Rtx Corporation Stock (RTX)	0.1	$127k		657.00	192.90	View chart
Gentex Corp Stock (GNTX)	0.1	$126k		5.8k	21.85	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$123k	-25%	6.7k	18.34	View chart
Idex Corp Stock (IEX)	0.1	$119k		627.00	189.55	View chart
Illinois Tool Wks Stock (ITW)	0.1	$118k	-20%	455.00	260.29	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$118k	+707%	807.00	145.94	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$118k		897.00	130.95	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$116k	-15%	4.8k	23.87	View chart
Bath & Body Works Stock (BBWI)	0.1	$113k	-26%	6.1k	18.67	View chart
Boston Scientific Corp Stock (BSX)	0.1	$111k		1.8k	62.75	View chart
Autodesk Stock (ADSK)	0.1	$109k	-32%	457.00	239.40	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$108k		967.00	111.37	View chart
Mcdonalds Corp Stock (MCD)	0.1	$108k	+29%	346.00	310.79	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$103k		515.00	200.82	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$102k	-24%	644.00	158.04	View chart
Aflac Stock (AFL)	0.1	$98k		889.00	109.71	View chart
American Tower Corp Reit (AMT)	0.1	$98k	+21%	565.00	172.58	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$95k		164.00	577.18	View chart
Advanced Micro Devices Stock (AMD)	0.1	$95k	-18%	465.00	203.43	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$95k		749.00	126.28	View chart
Dominos Pizza Stock (DPZ)	0.1	$94k	-43%	262.00	358.79	View chart
Cooper Cos Stock (COO)	0.1	$91k	-14%	1.3k	71.50	View chart
Public Storage Oper Reit (PSA)	0.0	$82k	-37%	301.00	270.88	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$81k	-6%	360.00	225.34	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$78k	+850%	1.9k	40.83	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$77k		119.00	650.34	View chart
Cisco Sys Stock (CSCO)	0.0	$76k	-11%	985.00	77.59	View chart
Equinix Reit (EQIX)	0.0	$72k	+143%	73.00	980.25	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$71k		422.00	168.85	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$67k	NEW	2.0k	33.53	View chart
Mckesson Corp Stock (MCK)	0.0	$65k	+15%	75.00	865.36	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$64k		950.00	67.53	View chart
Lululemon Athletica Stock (LULU)	0.0	$62k	-34%	407.00	153.10	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$61k	NEW	448.00	135.72	View chart
Phillips 66 Stock (PSX)	0.0	$60k		330.00	182.18	View chart
Welltower Reit (WELL)	0.0	$60k	NEW	303.00	197.71	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$59k	NEW	647.00	91.64	View chart
Ge Aerospace Stock (GE)	0.0	$59k		208.00	283.77	View chart
Digital Rlty Tr Reit (DLR)	0.0	$58k	+134%	321.00	180.21	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$54k	NEW	974.00	55.52	View chart
Royal Caribbean Group Stock (RCL)	0.0	$53k		193.00	275.18	View chart
Prologis Reit (PLD)	0.0	$53k	+78%	400.00	132.18	View chart
Constellation Energy Corp Stock (CEG)	0.0	$52k	-35%	185.00	279.25	View chart
Novartis Adr (NVS)	0.0	$52k	NEW	338.00	152.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$51k	NEW	898.00	56.68	View chart
Principal Financial Group Stock (PFG)	0.0	$50k	+5%	558.00	90.11	View chart
Air Products And Chemicals Stock (APD)	0.0	$50k	-49%	172.00	290.49	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$49k		588.00	83.21	View chart
Altria Group Stock (MO)	0.0	$49k		741.00	65.99	View chart
American Elec Pwr Stock (AEP)	0.0	$48k	NEW	365.00	131.08	View chart
Tjx Cos Stock (TJX)	0.0	$46k	+3%	290.00	159.70	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$45k	NEW	975.00	46.46	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$45k		121.00	367.44	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$44k		67.00	653.21	View chart
At&t Stock (T)	0.0	$42k	+6%	1.5k	28.99	View chart
Tesla Stock (TSLA)	0.0	$41k	-59%	111.00	371.75	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$41k	NEW	142.00	287.00	View chart
Kroger Stock (KR)	0.0	$40k		559.00	72.36	View chart
Unitedhealth Group Stock (UNH)	0.0	$40k		148.00	270.59	View chart
Independence Rlty Tr Reit (IRT)	0.0	$40k		2.7k	14.89	View chart
Simon Ppty Group Reit (SPG)	0.0	$39k	+195%	210.00	186.53	View chart
Virtus Biotech Clinical Trials Etf Etf (BBC)	0.0	$39k		927.00	41.62	View chart
Duke Energy Corp Stock (DUK)	0.0	$39k	NEW	294.00	130.94	View chart
Ge Vernova Stock (GEV)	0.0	$38k		44.00	872.91	View chart
Starbucks Corp Stock (SBUX)	0.0	$38k		427.00	89.59	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$38k		166.00	229.79	View chart
Boeing Stock (BA)	0.0	$37k		186.00	199.03	View chart
Rockwell Automation Stock (ROK)	0.0	$37k		102.00	358.88	View chart
Omnicom Group Stock (OMC)	0.0	$36k	-29%	479.00	75.31	View chart
Realty Income Corp Reit (O)	0.0	$36k	+16%	585.00	61.18	View chart
Amgen Stock (AMGN)	0.0	$35k		100.00	351.85	View chart
Ishares Gold Trust Etf (IAU)	0.0	$34k	-14%	380.00	88.16	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$33k		229.00	144.95	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$33k		66.00	499.67	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$32k		1.1k	30.68	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$31k	NEW	300.00	102.14	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$30k		405.00	74.35	View chart
Entergy Corp Stock (ETR)	0.0	$30k	NEW	267.00	112.36	View chart
Pfizer Stock (PFE)	0.0	$30k		1.1k	28.08	View chart
Bank America Corp Stock (BAC)	0.0	$29k		600.00	48.75	View chart
Medtronic Stock (MDT)	0.0	$29k	-58%	337.00	86.65	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$27k	-52%	459.00	57.64	View chart
Dominion Energy Stock (D)	0.0	$26k		426.00	61.82	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$26k		273.00	93.93	View chart
Synopsys Stock (SNPS)	0.0	$25k		64.00	396.48	View chart
Pepsico Stock (PEP)	0.0	$25k	+62%	162.00	155.29	View chart
Vici Pptys Reit (VICI)	0.0	$25k	NEW	900.00	27.32	View chart
Ventas Reit (VTR)	0.0	$25k	NEW	300.00	81.78	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$24k		191.00	126.35	View chart
Weyerhaeuser Reit (WY)	0.0	$24k		979.00	24.43	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$24k	+23%	400.00	59.15	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$21k		100.00	213.67	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$21k		95.00	221.13	View chart
Csx Corp Stock (CSX)	0.0	$21k	NEW	511.00	41.05	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$21k		716.00	28.71	View chart
Rayonier Reit (RYN)	0.0	$19k	-8%	900.00	20.62	View chart
Kimco Realty Corp Reit (KIM)	0.0	$18k	-30%	800.00	22.47	View chart
Royal Bk Cda Stock (RY)	0.0	$18k	NEW	108.00	161.78	View chart
Sba Communications Corp Cl A Reit (SBAC)	0.0	$17k	NEW	100.00	172.11	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$17k		13.00	1320.85	View chart
Paccar Stock (PCAR)	0.0	$17k	NEW	148.00	115.50	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$17k		50.00	337.96	View chart
Disney Walt Stock (DIS)	0.0	$15k		158.00	96.38	View chart
Regency Ctrs Corp Reit (REG)	0.0	$15k	-29%	201.00	75.66	View chart
Invitation Homes Reit (INVH)	0.0	$15k	+10%	602.00	24.85	View chart
Angel Studios Inc Cl A Stock (ANGX)	0.0	$14k		4.7k	3.05	View chart
Extra Space Storage Reit (EXR)	0.0	$14k		105.00	131.13	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$14k		63.00	217.25	View chart
Exelon Corp Stock (EXC)	0.0	$14k		279.00	49.02	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$14k		117.00	115.71	View chart
Verizon Communications Stock (VZ)	0.0	$13k		265.00	50.20	View chart
Sun Cmntys Reit (SUI)	0.0	$13k	-41%	100.00	125.96	View chart
General Mills Stock (GIS)	0.0	$12k		321.00	37.22	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$12k		64.00	184.28	View chart
The Cigna Group Stock (CI)	0.0	$12k		44.00	266.75	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$12k		190.00	60.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$12k		27.00	426.41	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$11k	NEW	121.00	93.31	View chart
Idacorp Stock (IDA)	0.0	$11k		75.00	142.97	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$11k	-35%	100.00	106.21	View chart
Cardinal Health Stock (CAH)	0.0	$10k		49.00	211.31	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$9.9k		375.00	26.42	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$9.8k		22.00	446.55	View chart
Intel Corp Stock (INTC)	0.0	$9.7k		220.00	44.13	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$9.6k		375.00	25.62	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$9.5k		37.00	257.35	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$9.2k		278.00	33.22	View chart
Americold Realty Trust Reit (COLD)	0.0	$9.2k	-8%	803.00	11.46	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$9.1k		330.00	27.46	View chart
Healthpeak Properties Reit (DOC)	0.0	$8.6k		523.00	16.43	View chart
Cushman And Wakefield Ltd Common Shares Stock (CWK)	0.0	$8.6k	-4%	700.00	12.26	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$8.4k		65.00	129.92	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$8.4k		248.00	33.97	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$8.4k	NEW	110.00	76.16	View chart
Qnity Electronics Stock (Q)	0.0	$8.2k	NEW	71.00	115.38	View chart
Carnival Corp Stock (CCL)	0.0	$7.8k		300.00	25.88	View chart
Cvs Health Corp Stock (CVS)	0.0	$7.7k		107.00	71.82	View chart
Dollar Gen Corp Stock (DG)	0.0	$7.4k		62.00	118.73	View chart
Structure Therapeutics Adr (GPCR)	0.0	$7.2k		150.00	48.20	View chart
Natera Stock (NTRA)	0.0	$7.2k		36.00	200.00	View chart
Illumina Stock (ILMN)	0.0	$7.1k		58.00	123.26	View chart
Intuitive Surgical Stock (ISRG)	0.0	$6.9k		15.00	461.00	View chart
Varonis Sys Stock (VRNS)	0.0	$6.7k		310.00	21.47	View chart
Dupont De Nemours Stock (DD)	0.0	$6.5k		142.00	45.80	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$6.5k		27.00	240.00	View chart
Cohen & Steers Stock (CNS)	0.0	$6.3k	-36%	100.00	62.55	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$6.0k		20.00	302.25	View chart
Dow Hldgs Stock (DOW)	0.0	$5.9k		142.00	41.65	View chart
BXP Reit (BXP)	0.0	$5.2k	+170%	100.00	51.90	View chart
Alcon Ag Ord Stock (ALC)	0.0	$5.0k	NEW	67.00	75.34	View chart
Vaxcyte Stock (PCVX)	0.0	$5.0k		86.00	58.10	View chart
American Express Stock (AXP)	0.0	$4.5k	NEW	15.00	302.47	View chart
Cytokinetics Stock (CYTK)	0.0	$4.5k		68.00	65.91	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$4.3k		160.00	27.00	View chart
Eaton Corp Stock (ETN)	0.0	$3.9k	NEW	11.00	357.64	View chart
Williams Cos Stock (WMB)	0.0	$3.7k	NEW	51.00	72.78	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$3.4k	NEW	141.00	23.81	View chart
Acadia Pharmaceuticals Stock (ACAD)	0.0	$2.9k		131.00	22.26	View chart
Hca Healthcare Stock (HCA)	0.0	$2.8k	NEW	6.00	473.17	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.0	$2.8k	NEW	100.00	27.92	View chart
General Dynamics Corp Stock (GD)	0.0	$2.7k	NEW	8.00	343.25	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$2.5k		25.00	99.28	View chart
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI)	0.0	$2.3k		808.00	2.83	View chart
Pacific Biosciences Calif Stock (PACB)	0.0	$2.2k		1.7k	1.32	View chart
Synchrony Financial Stock (SYF)	0.0	$2.2k	NEW	32.00	68.03	View chart
Moderna Stock (MRNA)	0.0	$2.0k		40.00	50.80	View chart
Wabtec Stock (WAB)	0.0	$2.0k		8.00	249.88	View chart
Wells Fargo & Co Stock (WFC)	0.0	$2.0k	NEW	25.00	79.60	View chart
Xcel Energy Stock (XEL)	0.0	$1.9k	NEW	24.00	79.46	View chart
Truist Finl Corp Stock (TFC)	0.0	$1.7k	NEW	37.00	45.97	View chart
International Business Machs Stock (IBM)	0.0	$1.7k	NEW	7.00	242.43	View chart
Regenxbio Stock (RGNX)	0.0	$1.6k		191.00	8.38	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$1.5k	NEW	26.00	58.77	View chart
Caterpillar Stock (CAT)	0.0	$1.4k	NEW	2.00	708.50	View chart
Sangamo Therapeutics Stock (SGMO)	0.0	$1.4k		5.6k	0.25	View chart
Allstate Corp Stock (ALL)	0.0	$1.2k	NEW	6.00	207.33	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$1.2k	NEW	15.00	80.93	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$1.1k		8.00	138.38	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$1.0k	NEW	28.00	37.04	View chart
Novavax Stock (NVAX)	0.0	$977.004000		120.00	8.14	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$784.000000	NEW	2.00	392.00	View chart
Omniab Stock (OABI)	0.0	$644.982300		411.00	1.57	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$567.000000	NEW	14.00	40.50	View chart
Oracle Corp Stock (ORCL)	0.0	$441.000000		3.00	147.00	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 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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