Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ABFL, DYNF, PWRD, BINC, and represent 28.26% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BAI (+$398M), IWF (+$294M), PWRD (+$198M), DYNF (+$198M), IYF (+$192M), JCPB (+$176M), IEMG (+$172M), IEFA (+$143M), BINC (+$138M), GLD (+$108M).
- Started 54 new stock positions in WING, BAI, AEG, VRTX, XLK, IWD, KNSL, BRK.B, EEM, APLS.
- Reduced shares in these 10 stocks: QUAL (-$82M), IJR (-$66M), SPYV (-$63M), TLT (-$57M), EUSA (-$51M), , USMV (-$35M), EFV (-$33M), HEFA (-$27M), IYW (-$26M).
- Sold out of its positions in BSY, CSGP, EMXC, KBR, Marsh & McLennan Companies, MUSA, SMMU, PG, JNK, SPR. SMCI, SNPS, TAK, Telefonica, TXN, Total, Unilever, VRSK, ZS, NBIS, RCL.
- Dynasty Wealth Management was a net buyer of stock by $2.6B.
- Dynasty Wealth Management has $10B in assets under management (AUM), dropping by 35.94%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 336 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $727M | +17% | 1.1M | 684.94 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 5.8 | $587M | +3% | 8.2M | 71.37 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.7 | $580M | +51% | 9.5M | 60.81 |
|
| Tcw Etf Trust Transform System (PWRD) | 5.0 | $510M | +63% | 5.3M | 96.16 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.7 | $475M | +41% | 9.0M | 52.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.6 | $464M | +44% | 5.2M | 89.46 |
|
| Ishares Core Msci Emkt (IEMG) | 4.4 | $453M | +61% | 6.7M | 67.22 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 4.0 | $409M | +4% | 3.8M | 106.70 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 4.0 | $408M | +6% | 7.4M | 54.84 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.9 | $398M | +29% | 8.7M | 46.04 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 3.9 | $398M | NEW | 12M | 33.30 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 3.4 | $343M | +26% | 4.8M | 71.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.1 | $311M | +1752% | 658k | 473.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $290M | +6% | 2.9M | 99.88 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 2.2 | $227M | +545% | 1.8M | 128.93 |
|
| Spdr Series Trust State Street Spd (SPYV) | 2.0 | $206M | -23% | 3.6M | 56.81 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.9 | $197M | -11% | 986k | 199.68 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.7 | $176M | NEW | 3.7M | 47.35 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.4 | $147M | -15% | 3.6M | 41.36 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $140M | +97% | 1.2M | 119.35 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $139M | -11% | 1.5M | 95.22 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.2 | $125M | +159% | 1.2M | 101.67 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.2 | $121M | +9% | 1.6M | 74.88 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.1 | $112M | +6% | 1.1M | 102.39 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $108M | NEW | 273k | 396.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $96M | 1.2M | 81.17 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.9 | $95M | +6% | 1.7M | 54.77 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $84M | -29% | 894k | 94.16 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $83M | NEW | 396k | 210.34 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.7 | $76M | 1.3M | 57.85 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.7 | $74M | NEW | 1.6M | 45.45 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $70M | 103k | 681.92 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.7 | $67M | NEW | 1.8M | 37.78 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $64M | -24% | 1.2M | 52.88 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $63M | -34% | 884k | 71.41 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 0.6 | $60M | NEW | 1.2M | 50.77 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $54M | +70% | 281k | 191.56 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $51M | +5% | 464k | 109.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $50M | -23% | 434k | 113.92 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.5 | $49M | NEW | 532k | 92.25 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $48M | NEW | 222k | 214.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $48M | +17% | 445k | 107.11 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.4 | $44M | +12% | 782k | 56.69 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.4 | $42M | NEW | 1.7M | 24.04 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $41M | +6% | 335k | 123.26 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $33M | -71% | 168k | 198.62 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $33M | -14% | 628k | 52.41 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $32M | +97% | 331k | 96.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $30M | -7% | 424k | 71.42 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $30M | +85% | 312k | 96.03 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $29M | +5% | 156k | 186.50 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $26M | +177% | 474k | 54.07 |
|
| Apple (AAPL) | 0.2 | $24M | +8% | 87k | 271.86 |
|
| Microsoft Corporation (MSFT) | 0.2 | $23M | +8% | 47k | 483.62 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $21M | +348% | 405k | 50.50 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $19M | +2% | 293k | 66.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $18M | +3% | 57k | 313.00 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $17M | -76% | 197k | 87.16 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $17M | +8% | 49k | 342.97 |
|
| Amazon (AMZN) | 0.1 | $15M | +8% | 64k | 230.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $14M | -9% | 227k | 62.47 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $13M | -83% | 106k | 120.18 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $13M | +412% | 127k | 98.50 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $12M | NEW | 234k | 50.94 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $11M | +112% | 468k | 23.02 |
|
| Broadcom (AVGO) | 0.1 | $11M | +8% | 31k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $10M | +9% | 31k | 322.22 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $9.3M | +6% | 110k | 84.64 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $9.2M | NEW | 202k | 45.71 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $9.1M | -8% | 180k | 50.32 |
|
| Abacus Fcf Etf Tr Abacus Fcf Inter (ABLG) | 0.1 | $9.0M | -33% | 285k | 31.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $9.0M | +7% | 29k | 313.80 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $8.8M | NEW | 235k | 37.39 |
|
| Tesla Motors (TSLA) | 0.1 | $7.9M | +7% | 18k | 449.72 |
|
| Meta Platforms Cl A (META) | 0.1 | $7.5M | -14% | 11k | 660.12 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $7.4M | 207k | 35.81 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $6.8M | NEW | 104k | 64.79 |
|
| Kinross Gold Corp (KGC) | 0.1 | $6.6M | +4% | 236k | 28.16 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $6.6M | +134% | 69k | 96.16 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $6.5M | 171k | 37.75 |
|
|
| Blackrock Etf Trust Ii Blackrock Etf Trust Ii (SHYM) | 0.1 | $6.1M | 276k | 22.22 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.8M | +7% | 17k | 335.27 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.7M | +6% | 9.9k | 570.90 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $5.1M | +10% | 51k | 99.85 |
|
| Abbvie (ABBV) | 0.0 | $5.1M | +5% | 22k | 228.49 |
|
| Micron Technology (MU) | 0.0 | $4.9M | +8% | 17k | 285.40 |
|
| AmerisourceBergen (COR) | 0.0 | $4.6M | +4% | 14k | 337.76 |
|
| Visa Com Cl A (V) | 0.0 | $4.6M | +4% | 13k | 350.70 |
|
| Oracle Corporation (ORCL) | 0.0 | $4.5M | +3% | 23k | 194.91 |
|
| CRH Ord (CRH) | 0.0 | $4.5M | +6% | 36k | 124.80 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.0 | $4.5M | 175k | 25.42 |
|
|
| Uber Technologies (UBER) | 0.0 | $4.4M | 54k | 81.71 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $4.4M | -44% | 24k | 183.86 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.1M | NEW | 74k | 54.71 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $4.0M | +12% | 88k | 45.66 |
|
| McKesson Corporation (MCK) | 0.0 | $3.9M | +11% | 4.8k | 820.23 |
|
| American Express Company (AXP) | 0.0 | $3.9M | +7% | 11k | 369.94 |
|
| Philip Morris International (PM) | 0.0 | $3.9M | -13% | 24k | 160.40 |
|
| Abbott Laboratories (ABT) | 0.0 | $3.8M | +2% | 30k | 125.29 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $3.6M | +13% | 48k | 75.32 |
|
| Wells Fargo & Company (WFC) | 0.0 | $3.6M | +23% | 39k | 93.20 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $3.4M | +9% | 9.5k | 357.15 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $3.3M | +235% | 3.1k | 1074.72 |
|
| Capital One Financial (COF) | 0.0 | $3.2M | +14% | 13k | 242.35 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.2M | 59k | 53.76 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $3.1M | +8% | 18k | 177.53 |
|
| Applied Materials (AMAT) | 0.0 | $3.1M | +13% | 12k | 257.00 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.0M | +28% | 175k | 17.35 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.0M | +4% | 2.8k | 1069.73 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $2.9M | +4% | 18k | 162.63 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.9M | +10% | 8.6k | 336.64 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.8M | +7% | 16k | 177.75 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.8M | +17% | 26k | 106.70 |
|
| Flex Ord (FLEX) | 0.0 | $2.7M | +2% | 45k | 60.42 |
|
| Goldman Sachs (GS) | 0.0 | $2.6M | +11% | 3.0k | 879.01 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.6M | +4% | 16k | 160.97 |
|
| AutoZone (AZO) | 0.0 | $2.6M | -12% | 753.00 | 3393.75 |
|
| FirstEnergy (FE) | 0.0 | $2.4M | +14% | 55k | 44.77 |
|
| Netflix (NFLX) | 0.0 | $2.4M | +865% | 26k | 93.76 |
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| Booking Holdings (BKNG) | 0.0 | $2.4M | +7% | 443.00 | 5359.52 |
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| United Rentals (URI) | 0.0 | $2.4M | +6% | 2.9k | 809.40 |
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| Honeywell International (HON) | 0.0 | $2.2M | +13% | 11k | 195.10 |
|
| Kla Corp Com New (KLAC) | 0.0 | $2.2M | +5% | 1.8k | 1215.25 |
|
| Shell Spon Ads (SHEL) | 0.0 | $2.2M | +3% | 30k | 73.48 |
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| Advanced Micro Devices (AMD) | 0.0 | $2.2M | +7% | 10k | 214.16 |
|
| PPL Corporation (PPL) | 0.0 | $2.2M | +4% | 62k | 35.02 |
|
| Coca-Cola Company (KO) | 0.0 | $2.1M | +93% | 31k | 69.91 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $2.1M | -67% | 36k | 58.73 |
|
| L3harris Technologies (LHX) | 0.0 | $2.1M | +7% | 7.3k | 293.56 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $2.1M | +7% | 179k | 11.73 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.1M | +6% | 16k | 125.88 |
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| Allstate Corporation (ALL) | 0.0 | $2.0M | -10% | 9.8k | 208.15 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $2.0M | +12% | 20k | 99.91 |
|
| Intuit (INTU) | 0.0 | $2.0M | +10% | 3.0k | 662.50 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $2.0M | -96% | 19k | 103.37 |
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| Norfolk Southern (NSC) | 0.0 | $2.0M | 6.9k | 288.70 |
|
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| CenterPoint Energy (CNP) | 0.0 | $2.0M | +4% | 51k | 38.34 |
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| Wabtec Corporation (WAB) | 0.0 | $1.9M | +7% | 9.0k | 213.44 |
|
| Stryker Corporation (SYK) | 0.0 | $1.8M | +3% | 5.2k | 351.47 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $1.8M | +5% | 23k | 78.67 |
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| Cenovus Energy (CVE) | 0.0 | $1.8M | +5% | 107k | 16.92 |
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| Home Depot (HD) | 0.0 | $1.8M | -14% | 5.2k | 344.07 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.8M | +4% | 10k | 173.53 |
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| Totalenergies Se Act (TTE) | 0.0 | $1.7M | NEW | 27k | 65.42 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.7M | +10% | 11k | 160.76 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.7M | +4% | 12k | 137.87 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $1.7M | +5% | 2.5k | 673.82 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.6M | NEW | 25k | 64.04 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.6M | +6% | 12k | 135.14 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.6M | -2% | 12k | 132.46 |
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| ConocoPhillips (COP) | 0.0 | $1.6M | -21% | 17k | 93.61 |
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| Hldgs (UAL) | 0.0 | $1.5M | +6% | 13k | 111.82 |
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| Entergy Corporation (ETR) | 0.0 | $1.5M | +8% | 16k | 92.43 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.5M | +14% | 16k | 90.70 |
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| Servicenow (NOW) | 0.0 | $1.4M | +416% | 9.3k | 153.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.4M | NEW | 9.9k | 143.97 |
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| AutoNation (AN) | 0.0 | $1.4M | 6.9k | 206.48 |
|
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| Diamondback Energy (FANG) | 0.0 | $1.4M | +7% | 9.4k | 150.33 |
|
| Leidos Holdings (LDOS) | 0.0 | $1.4M | +9% | 7.6k | 180.41 |
|
| Keysight Technologies (KEYS) | 0.0 | $1.4M | -3% | 6.7k | 203.19 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.4M | -4% | 3.8k | 352.86 |
|
| FedEx Corporation (FDX) | 0.0 | $1.4M | +43% | 4.7k | 288.85 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | +4% | 6.2k | 217.06 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $1.3M | +49% | 254k | 5.30 |
|
| Msci (MSCI) | 0.0 | $1.3M | -5% | 2.3k | 573.75 |
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| Automatic Data Processing (ADP) | 0.0 | $1.3M | -10% | 5.1k | 257.22 |
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| Merck & Co (MRK) | 0.0 | $1.3M | 12k | 105.26 |
|
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| Metropcs Communications (TMUS) | 0.0 | $1.3M | +3% | 6.3k | 203.05 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.3M | +8% | 22k | 56.62 |
|
| Medtronic SHS (MDT) | 0.0 | $1.3M | +12% | 13k | 96.06 |
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| Broadridge Financial Solutions (BR) | 0.0 | $1.2M | 5.5k | 223.18 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.2M | +4% | 48k | 25.60 |
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| Waste Management (WM) | 0.0 | $1.2M | -9% | 5.4k | 219.73 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $1.2M | +11% | 51k | 23.31 |
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| Canadian Natural Resources (CNQ) | 0.0 | $1.2M | +8% | 34k | 33.85 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.1M | -12% | 3.2k | 350.03 |
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| SLB Com Stk (SLB) | 0.0 | $1.1M | +19% | 29k | 38.38 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $1.1M | -2% | 14k | 79.11 |
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| SYSCO Corporation (SYY) | 0.0 | $1.1M | -43% | 15k | 73.69 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.0M | -7% | 3.5k | 300.93 |
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| Intercontinental Exchange (ICE) | 0.0 | $1.0M | +18% | 6.3k | 161.95 |
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| Casey's General Stores (CASY) | 0.0 | $1.0M | +5% | 1.8k | 552.76 |
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| Allegion Ord Shs (ALLE) | 0.0 | $1.0M | +6% | 6.3k | 159.23 |
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| Eni S P A Sponsored Adr (E) | 0.0 | $1.0M | +4% | 26k | 37.94 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $993k | +14% | 63k | 15.86 |
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| Walt Disney Company (DIS) | 0.0 | $987k | -21% | 8.7k | 113.77 |
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| Arista Networks Com Shs (ANET) | 0.0 | $949k | +8% | 7.2k | 131.03 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $948k | +17% | 5.5k | 171.19 |
|
| Johnson & Johnson (JNJ) | 0.0 | $945k | +25% | 4.6k | 206.94 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $944k | 2.5k | 373.43 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $917k | -2% | 11k | 81.03 |
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| Hubbell (HUBB) | 0.0 | $912k | +61% | 2.1k | 444.20 |
|
| Hershey Company (HSY) | 0.0 | $912k | -10% | 5.0k | 181.98 |
|
| BP Sponsored Adr (BP) | 0.0 | $909k | +5% | 26k | 34.73 |
|
| Expedia Group Com New (EXPE) | 0.0 | $885k | +10% | 3.1k | 283.29 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $885k | +5% | 32k | 28.00 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $870k | +7% | 14k | 60.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $864k | +4% | 3.2k | 268.27 |
|
| Haleon Spon Ads (HLN) | 0.0 | $840k | NEW | 83k | 10.11 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $814k | +5% | 5.0k | 162.02 |
|
| Barclays Adr (BCS) | 0.0 | $808k | NEW | 32k | 25.45 |
|
| Emerson Electric (EMR) | 0.0 | $798k | +13% | 6.0k | 132.73 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $782k | +13% | 27k | 29.22 |
|
| Chubb (CB) | 0.0 | $775k | -2% | 2.5k | 312.14 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $765k | NEW | 4.9k | 156.78 |
|
| Equifax (EFX) | 0.0 | $762k | -5% | 3.5k | 216.97 |
|
| Apollo Global Mgmt (APO) | 0.0 | $761k | +17% | 5.3k | 144.77 |
|
| Ross Stores (ROST) | 0.0 | $757k | 4.2k | 180.13 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $756k | +15% | 2.5k | 305.61 |
|
| Nextera Energy (NEE) | 0.0 | $754k | 9.4k | 80.28 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $738k | +12% | 9.4k | 78.35 |
|
| Sharkninja Com Shs (SN) | 0.0 | $736k | +77% | 6.6k | 111.90 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $709k | +2% | 2.2k | 324.10 |
|
| Cummins (CMI) | 0.0 | $705k | +102% | 1.4k | 510.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $704k | +9% | 1.5k | 468.76 |
|
| Qualcomm (QCOM) | 0.0 | $675k | +15% | 3.9k | 171.04 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $674k | -23% | 2.8k | 242.87 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $668k | +5% | 15k | 45.57 |
|
| Ge Aerospace Com New (GE) | 0.0 | $666k | +58% | 2.2k | 308.00 |
|
| Performance Food (PFGC) | 0.0 | $656k | -2% | 7.3k | 89.92 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $639k | +8% | 13k | 49.04 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $627k | +4% | 3.2k | 197.15 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $621k | +8% | 4.6k | 135.72 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $621k | -8% | 2.4k | 258.79 |
|
| Aptiv Com Shs (APTV) | 0.0 | $618k | +22% | 8.1k | 76.09 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $582k | +6% | 8.4k | 69.42 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $571k | +13% | 15k | 38.45 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $570k | +6% | 678.00 | 840.95 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $563k | -40% | 7.1k | 78.80 |
|
| Unilever Spon Adr New (UL) | 0.0 | $562k | NEW | 8.6k | 65.40 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $552k | +2% | 3.4k | 164.21 |
|
| Palo Alto Networks (PANW) | 0.0 | $552k | +11% | 3.0k | 184.20 |
|
| Amgen (AMGN) | 0.0 | $551k | +6% | 1.7k | 327.27 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $548k | 11k | 47.93 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $540k | NEW | 6.8k | 79.02 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $540k | 3.1k | 174.22 |
|
|
| Paycom Software (PAYC) | 0.0 | $539k | +3% | 3.4k | 159.36 |
|
| Gilead Sciences (GILD) | 0.0 | $525k | NEW | 4.3k | 122.75 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $511k | +17% | 3.3k | 153.30 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $496k | NEW | 1.7k | 288.91 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $488k | +13% | 17k | 29.48 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $477k | +4% | 29k | 16.74 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $476k | +33% | 2.2k | 214.05 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $469k | -7% | 3.0k | 154.13 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $459k | NEW | 1.0k | 453.36 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $455k | +3% | 29k | 15.59 |
|
| 3M Company (MMM) | 0.0 | $452k | +44% | 2.8k | 160.09 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $445k | 6.7k | 66.43 |
|
|
| UnitedHealth (UNH) | 0.0 | $437k | +64% | 1.3k | 330.18 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $437k | 47k | 9.35 |
|
|
| Workday Cl A (WDAY) | 0.0 | $422k | -28% | 2.0k | 214.78 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $412k | +5% | 25k | 16.31 |
|
| Microchip Technology (MCHP) | 0.0 | $407k | -55% | 6.4k | 63.72 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $403k | NEW | 2.0k | 198.72 |
|
| Vistra Energy (VST) | 0.0 | $399k | +6% | 2.5k | 161.34 |
|
| Hartford Financial Services (HIG) | 0.0 | $394k | 2.9k | 137.82 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $393k | +4% | 421.00 | 932.54 |
|
| O'reilly Automotive (ORLY) | 0.0 | $391k | +2% | 4.3k | 91.21 |
|
| MKS Instruments (MKSI) | 0.0 | $390k | -9% | 2.4k | 159.78 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $389k | +14% | 22k | 17.50 |
|
| Live Nation Entertainment (LYV) | 0.0 | $386k | -16% | 2.7k | 142.50 |
|
| Iqvia Holdings (IQV) | 0.0 | $377k | NEW | 1.7k | 225.41 |
|
| Sea Sponsord Ads (SE) | 0.0 | $375k | +5% | 2.9k | 127.57 |
|
| Sofi Technologies (SOFI) | 0.0 | $372k | +18% | 14k | 26.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $372k | -7% | 7.3k | 50.88 |
|
| Gartner (IT) | 0.0 | $370k | -4% | 1.5k | 252.28 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $363k | 1.4k | 258.01 |
|
|
| EQT Corporation (EQT) | 0.0 | $358k | +3% | 6.7k | 53.60 |
|
| Burlington Stores (BURL) | 0.0 | $354k | NEW | 1.2k | 288.85 |
|
| Ge Vernova (GEV) | 0.0 | $353k | +41% | 540.00 | 653.61 |
|
| Marvell Technology (MRVL) | 0.0 | $353k | +7% | 4.2k | 84.99 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $352k | +7% | 4.4k | 80.04 |
|
| Doordash Cl A (DASH) | 0.0 | $351k | +10% | 1.6k | 226.48 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $348k | +27% | 18k | 19.33 |
|
| Nrg Energy Com New (NRG) | 0.0 | $340k | +41% | 2.1k | 159.26 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $339k | -22% | 14k | 23.63 |
|
| Chevron Corporation (CVX) | 0.0 | $338k | +19% | 2.2k | 152.41 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $327k | -45% | 379.00 | 862.29 |
|
| Zoetis Cl A (ZTS) | 0.0 | $326k | -48% | 2.6k | 125.83 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $326k | +10% | 25k | 13.21 |
|
| Wingstop (WING) | 0.0 | $323k | NEW | 1.4k | 238.53 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $323k | +43% | 12k | 27.08 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $320k | +7% | 38k | 8.39 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $317k | 3.3k | 95.92 |
|
|
| Prudential Adr (PUK) | 0.0 | $315k | NEW | 10k | 31.12 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $315k | +21% | 4.1k | 77.35 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $305k | NEW | 539.00 | 566.36 |
|
| Omni (OMC) | 0.0 | $304k | -47% | 3.8k | 80.76 |
|
| Coupang Cl A (CPNG) | 0.0 | $299k | 13k | 23.59 |
|
|
| Api Group Corp Com Stk (APG) | 0.0 | $299k | 7.8k | 38.26 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $296k | NEW | 2.7k | 111.43 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $288k | NEW | 735.00 | 391.12 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $287k | -64% | 19k | 14.94 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $284k | -7% | 1.3k | 226.14 |
|
| Cigna Corp (CI) | 0.0 | $283k | NEW | 1.0k | 275.12 |
|
| Kkr & Co (KKR) | 0.0 | $283k | 2.2k | 127.50 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $275k | +10% | 1.3k | 219.36 |
|
| Deere & Company (DE) | 0.0 | $275k | -3% | 590.00 | 465.30 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $274k | 537.00 | 510.35 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $274k | +2% | 688.00 | 397.65 |
|
| Carvana Cl A (CVNA) | 0.0 | $273k | -23% | 646.00 | 422.02 |
|
| Monster Beverage Corp (MNST) | 0.0 | $270k | NEW | 3.5k | 76.67 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $268k | 4.4k | 61.37 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $264k | -14% | 12k | 21.52 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $262k | NEW | 1.8k | 148.17 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $257k | +17% | 1.9k | 135.99 |
|
| Constellation Energy (CEG) | 0.0 | $257k | +4% | 727.00 | 353.15 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $255k | -4% | 5.1k | 50.29 |
|
| Topbuild (BLD) | 0.0 | $255k | NEW | 611.00 | 417.19 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $254k | NEW | 3.2k | 79.67 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $254k | NEW | 1.4k | 183.45 |
|
| Quanta Services (PWR) | 0.0 | $250k | +2% | 591.00 | 422.21 |
|
| Cae (CAE) | 0.0 | $250k | +3% | 8.2k | 30.42 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $249k | -7% | 2.9k | 85.28 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $246k | -18% | 423.00 | 580.71 |
|
| Targa Res Corp (TRGP) | 0.0 | $244k | NEW | 1.3k | 184.48 |
|
| Crown Holdings (CCK) | 0.0 | $240k | NEW | 2.3k | 102.96 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $237k | NEW | 350.00 | 676.90 |
|
| Clean Harbors (CLH) | 0.0 | $235k | NEW | 1.0k | 234.48 |
|
| Apellis Pharmaceuticals (APLS) | 0.0 | $232k | NEW | 9.2k | 25.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $230k | NEW | 457.00 | 502.65 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $226k | NEW | 2.0k | 113.10 |
|
| Masco Corporation (MAS) | 0.0 | $224k | +13% | 3.5k | 63.45 |
|
| Pepsi (PEP) | 0.0 | $213k | NEW | 1.5k | 143.49 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $212k | NEW | 6.8k | 31.21 |
|
| Natera (NTRA) | 0.0 | $209k | NEW | 914.00 | 229.09 |
|
| Chewy Cl A (CHWY) | 0.0 | $209k | +6% | 6.3k | 33.05 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $209k | NEW | 6.1k | 34.46 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $208k | +4% | 6.3k | 32.81 |
|
| Twilio Cl A (TWLO) | 0.0 | $208k | NEW | 1.5k | 142.24 |
|
| Fortive (FTV) | 0.0 | $201k | -38% | 3.6k | 55.21 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $201k | 3.0k | 67.01 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $200k | NEW | 910.00 | 219.78 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $186k | +12% | 25k | 7.32 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $119k | -46% | 27k | 4.38 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $109k | NEW | 14k | 7.71 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2025 Q4 filed Feb. 10, 2026
- Dynasty Wealth Management 2025 Q3 filed Oct. 29, 2025
- Dynasty Wealth Management 2025 Q2 filed Aug. 5, 2025
- Dynasty Wealth Management 2025 Q1 filed May 2, 2025
- Dynasty Wealth Management 2024 Q4 filed Feb. 5, 2025
- Dynasty Wealth Management 2024 Q3 filed Nov. 12, 2024
- Dynasty Wealth Management 2024 Q2 filed Aug. 12, 2024
- Dynasty Wealth Management 2024 Q1 filed May 16, 2024
- Dynasty Wealth Management 2018 Q4 filed Feb. 12, 2019
- Dynasty Wealth Management 2018 Q3 filed Nov. 9, 2018
- Dynasty Wealth Management 2018 Q2 filed Aug. 16, 2018
- Dynasty Wealth Management 2018 Q1 filed April 20, 2018
- Dynasty Wealth Management 2017 Q4 filed Feb. 15, 2018