Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ABFL, SPYG, FBCG, DYNF, and represent 30.87% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$113M), ABFL (+$96M), DYNF (+$88M), PWRD (+$86M), FBCG (+$81M), SPYG (+$60M), JAVA (+$54M), EUSA (+$53M), IEFA (+$50M), IEMG (+$47M).
- Started 127 new stock positions in RIO, SN, HIG, NBIS, SUB, SOFI, HMC, PANW, CRWD, CPNG.
- Reduced shares in these 10 stocks: OEF (-$60M), HELO (-$38M), VTI (-$30M), EFA (-$28M), TLT (-$18M), MUNI (-$9.9M), VB (-$8.2M), RSP (-$8.0M), VWO (-$7.8M), VGSH (-$7.8M).
- Sold out of its positions in ARE, AMT, ASH, AVTR, BKR, BLDR, CDNS, CLH, CPRT, COTY.
- Dynasty Wealth Management was a net buyer of stock by $1.3B.
- Dynasty Wealth Management has $7.5B in assets under management (AUM), dropping by 27.63%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 303 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 Core S&p500 Etf (IVV) | 8.1 | $606M | +22% | 906k | 669.30 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 7.7 | $574M | +20% | 8.0M | 71.97 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 5.1 | $384M | +18% | 3.7M | 104.51 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 5.0 | $376M | +27% | 7.0M | 53.66 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.0 | $372M | +31% | 6.3M | 59.20 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.5 | $340M | +10% | 6.4M | 53.24 |
|
| Tcw Etf Trust Transform System (PWRD) | 4.2 | $317M | +37% | 3.2M | 97.69 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $313M | +19% | 3.6M | 87.31 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.1 | $308M | +13% | 6.7M | 46.24 |
|
| Ishares Core Msci Emkt (IEMG) | 3.7 | $276M | +20% | 4.2M | 65.92 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.6 | $273M | +10% | 2.7M | 100.25 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 3.5 | $262M | +12% | 4.7M | 55.33 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 3.5 | $259M | +26% | 3.8M | 68.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.9 | $218M | +6% | 1.1M | 195.86 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 2.2 | $166M | +15% | 4.2M | 39.61 |
|
| Ishares Tr Mbs Etf (MBB) | 2.1 | $157M | +10% | 1.6M | 95.15 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $120M | +7% | 1.3M | 95.14 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $113M | +18% | 582k | 194.50 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.4 | $109M | +39% | 1.5M | 73.54 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.4 | $106M | +10% | 1.0M | 103.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $92M | +23% | 1.4M | 67.83 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $88M | +6% | 1.2M | 72.77 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.2 | $87M | +6% | 1.6M | 53.87 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $85M | +9% | 1.6M | 53.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $78M | +5% | 658k | 118.83 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $77M | -18% | 856k | 89.37 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.0 | $73M | +32% | 1.3M | 56.58 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $71M | +120% | 593k | 119.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $69M | -4% | 104k | 666.18 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $65M | +24% | 571k | 113.88 |
|
| Ishares Msci Equal Weite (EUSA) | 0.7 | $53M | NEW | 515k | 102.97 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $49M | +7% | 440k | 111.22 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $49M | +75% | 473k | 102.99 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $40M | +34% | 378k | 106.49 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.5 | $40M | NEW | 792k | 50.57 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $39M | +23% | 693k | 55.71 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $39M | -20% | 737k | 52.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $38M | +70% | 316k | 120.72 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.5 | $35M | NEW | 273k | 126.64 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (SPLV) | 0.4 | $34M | -12% | 458k | 73.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $31M | -20% | 165k | 189.70 |
|
| Nvidia Corporation Nvidia Corporation (NVDA) | 0.4 | $28M | NEW | 148k | 186.58 |
|
| Microsoft Corp Microsoft Corp (MSFT) | 0.3 | $23M | +4804% | 43k | 517.96 |
|
| Apple (AAPL) | 0.3 | $21M | +397% | 81k | 254.63 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $19M | NEW | 287k | 65.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $17M | NEW | 36k | 468.41 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $16M | +10% | 168k | 95.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $16M | -64% | 168k | 93.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $15M | +42% | 252k | 59.92 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $15M | -80% | 45k | 332.84 |
|
| Alphabet Alphabet Inc (GOOGL) | 0.2 | $14M | +207% | 56k | 243.10 |
|
| Abacus Fcf Etf Tr Abacus Fcf Inter (ABLG) | 0.2 | $13M | +69% | 428k | 31.01 |
|
| Amazon (AMZN) | 0.2 | $13M | +63% | 59k | 219.57 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $9.9M | +27% | 197k | 50.51 |
|
| Meta Platforms Cl A (META) | 0.1 | $9.8M | +652% | 13k | 734.36 |
|
| Broadcom (AVGO) | 0.1 | $9.4M | NEW | 28k | 329.91 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $9.2M | NEW | 171k | 54.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $9.0M | NEW | 29k | 315.43 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $8.5M | +88% | 103k | 82.58 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $7.5M | NEW | 206k | 36.24 |
|
| Tesla Motors (TSLA) | 0.1 | $7.3M | NEW | 16k | 444.71 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $6.6M | -54% | 112k | 58.85 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $6.5M | +7% | 67k | 97.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $6.5M | NEW | 27k | 243.55 |
|
| Oracle Corporation (ORCL) | 0.1 | $6.3M | +3% | 23k | 281.24 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $6.2M | +60% | 174k | 35.91 |
|
| Blackrock Etf Trust Ii Short Duration H (SHYM) | 0.1 | $6.1M | +3% | 273k | 22.34 |
|
| Kinross Gold Corp (KGC) | 0.1 | $5.6M | +185% | 226k | 24.85 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.3M | -22% | 9.4k | 568.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.3M | -85% | 16k | 328.18 |
|
| Uber Technologies (UBER) | 0.1 | $5.2M | +153% | 53k | 97.97 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $5.1M | +107% | 221k | 23.12 |
|
| Abbvie (ABBV) | 0.1 | $4.9M | NEW | 21k | 231.54 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $4.6M | NEW | 90k | 50.47 |
|
| Philip Morris International (PM) | 0.1 | $4.5M | +53% | 28k | 162.20 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.1 | $4.4M | NEW | 173k | 25.42 |
|
| Visa Com Cl A (V) | 0.1 | $4.3M | NEW | 13k | 341.39 |
|
| AmerisourceBergen (COR) | 0.1 | $4.1M | +67% | 13k | 312.53 |
|
| CRH Ord (CRH) | 0.1 | $4.1M | +77% | 34k | 119.90 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.9M | NEW | 47k | 84.31 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.9M | -11% | 29k | 133.94 |
|
| AutoZone (AZO) | 0.0 | $3.7M | +59% | 862.00 | 4292.67 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $3.6M | +84% | 78k | 46.05 |
|
| McKesson Corporation (MCK) | 0.0 | $3.3M | +50% | 4.3k | 772.60 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $3.3M | +134% | 17k | 192.73 |
|
| American Express Company (AXP) | 0.0 | $3.3M | +71% | 9.9k | 332.15 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.3M | NEW | 43k | 76.72 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $3.3M | +90% | 43k | 76.62 |
|
| Netflix (NFLX) | 0.0 | $3.2M | NEW | 2.7k | 1198.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.2M | -70% | 59k | 54.18 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.9M | +60% | 8.7k | 332.68 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $2.8M | +429% | 29k | 96.46 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.7M | +72% | 7.8k | 340.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.6M | NEW | 15k | 182.42 |
|
| Micron Technology (MU) | 0.0 | $2.6M | +45% | 16k | 167.32 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.6M | +43% | 31k | 83.82 |
|
| United Rentals (URI) | 0.0 | $2.6M | +113% | 2.7k | 954.62 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.6M | NEW | 2.7k | 968.24 |
|
| Morgan Stanley Com New (MS) | 0.0 | $2.6M | +35% | 16k | 158.96 |
|
| Flex Ord (FLEX) | 0.0 | $2.5M | +80% | 44k | 57.97 |
|
| Capital One Financial (COF) | 0.0 | $2.5M | NEW | 12k | 212.57 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $2.5M | +14% | 25k | 100.05 |
|
| Home Depot (HD) | 0.0 | $2.5M | +17% | 6.1k | 405.20 |
|
| Allstate Corporation (ALL) | 0.0 | $2.4M | NEW | 11k | 214.65 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.4M | NEW | 22k | 106.78 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.4M | +53% | 136k | 17.27 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.3M | NEW | 16k | 148.61 |
|
| Booking Holdings (BKNG) | 0.0 | $2.2M | +229% | 412.00 | 5397.92 |
|
| FirstEnergy (FE) | 0.0 | $2.2M | +55% | 48k | 45.82 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.2M | +109% | 15k | 141.77 |
|
| PPL Corporation (PPL) | 0.0 | $2.2M | +7% | 59k | 37.16 |
|
| SYSCO Corporation (SYY) | 0.0 | $2.2M | -2% | 26k | 82.34 |
|
| Goldman Sachs (GS) | 0.0 | $2.1M | +83% | 2.7k | 796.49 |
|
| Applied Materials (AMAT) | 0.0 | $2.1M | +93% | 10k | 204.74 |
|
| Honeywell International (HON) | 0.0 | $2.1M | -4% | 9.9k | 210.50 |
|
| Norfolk Southern (NSC) | 0.0 | $2.1M | +11% | 6.9k | 300.43 |
|
| L3harris Technologies (LHX) | 0.0 | $2.1M | NEW | 6.7k | 305.41 |
|
| Shell Spon Ads (SHEL) | 0.0 | $2.0M | NEW | 29k | 71.53 |
|
| ConocoPhillips (COP) | 0.0 | $2.0M | +16% | 21k | 94.59 |
|
| CenterPoint Energy (CNP) | 0.0 | $1.9M | +37% | 49k | 38.80 |
|
| Intuit (INTU) | 0.0 | $1.9M | -15% | 2.7k | 682.79 |
|
| Stryker Corporation (SYK) | 0.0 | $1.9M | -27% | 5.0k | 369.68 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.9M | NEW | 9.7k | 190.58 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.9M | +68% | 12k | 149.86 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.8M | +7% | 1.7k | 1078.54 |
|
| Banco Santander Adr (SAN) | 0.0 | $1.7M | NEW | 166k | 10.48 |
|
| Cenovus Energy (CVE) | 0.0 | $1.7M | +59% | 102k | 16.99 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | +99% | 18k | 95.47 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $1.7M | +42% | 2.4k | 718.50 |
|
| Wabtec Corporation (WAB) | 0.0 | $1.7M | +84% | 8.3k | 200.47 |
|
| Servicenow (NOW) | 0.0 | $1.7M | +22% | 1.8k | 920.35 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.7M | -13% | 5.6k | 293.52 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.6M | NEW | 12k | 138.52 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $1.6M | NEW | 22k | 70.98 |
|
| AutoNation (AN) | 0.0 | $1.5M | +65% | 7.0k | 218.76 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.5M | NEW | 9.4k | 161.79 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.5M | NEW | 12k | 128.24 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.5M | -48% | 7.4k | 201.54 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $1.5M | NEW | 25k | 59.69 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.5M | -4% | 6.1k | 239.39 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.4M | -13% | 4.0k | 356.60 |
|
| Entergy Corporation (ETR) | 0.0 | $1.4M | NEW | 15k | 93.19 |
|
| Msci (MSCI) | 0.0 | $1.4M | -34% | 2.5k | 567.36 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.4M | +45% | 11k | 123.75 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | +226% | 5.9k | 227.73 |
|
| Waste Management (WM) | 0.0 | $1.3M | -7% | 6.0k | 220.83 |
|
| Leidos Holdings (LDOS) | 0.0 | $1.3M | +22% | 7.0k | 188.97 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.3M | NEW | 46k | 28.79 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $1.3M | -15% | 5.5k | 238.17 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.3M | +82% | 14k | 90.41 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | -24% | 3.7k | 352.75 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.3M | NEW | 9.6k | 132.40 |
|
| Walt Disney Company (DIS) | 0.0 | $1.3M | +31% | 11k | 114.50 |
|
| Diamondback Energy (FANG) | 0.0 | $1.2M | -38% | 8.7k | 143.10 |
|
| Keysight Technologies (KEYS) | 0.0 | $1.2M | -11% | 7.0k | 174.91 |
|
| Hldgs (UAL) | 0.0 | $1.2M | +42% | 13k | 96.50 |
|
| Medtronic SHS (MDT) | 0.0 | $1.1M | NEW | 12k | 95.24 |
|
| Corpay Com Shs (CPAY) | 0.0 | $1.1M | -39% | 3.8k | 288.05 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.1M | NEW | 20k | 53.08 |
|
| Hershey Company (HSY) | 0.0 | $1.1M | NEW | 5.6k | 187.06 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $1.1M | +65% | 5.9k | 177.34 |
|
| Coca-Cola Company (KO) | 0.0 | $1.0M | -25% | 16k | 66.32 |
|
| Merck & Co (MRK) | 0.0 | $1.0M | NEW | 12k | 83.93 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $1.0M | +12% | 32k | 31.96 |
|
| Casey's General Stores (CASY) | 0.0 | $972k | +9% | 1.7k | 565.18 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $970k | NEW | 6.7k | 145.71 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $964k | NEW | 3.6k | 267.22 |
|
| Equifax (EFX) | 0.0 | $955k | -14% | 3.7k | 256.54 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $948k | -83% | 12k | 78.91 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $938k | NEW | 14k | 65.42 |
|
| Microchip Technology (MCHP) | 0.0 | $929k | +48% | 15k | 64.22 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $923k | -71% | 2.5k | 365.42 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $915k | -31% | 54k | 16.93 |
|
| Intercontinental Exchange (ICE) | 0.0 | $898k | NEW | 5.3k | 168.47 |
|
| Eni S P A Sponsored Adr (E) | 0.0 | $879k | NEW | 25k | 34.95 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $876k | NEW | 46k | 19.25 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $868k | NEW | 54k | 15.94 |
|
| BP Sponsored Adr (BP) | 0.0 | $857k | NEW | 25k | 34.46 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $834k | -49% | 24k | 34.37 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $814k | +2% | 2.6k | 309.79 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $779k | NEW | 30k | 26.08 |
|
| Performance Food (PFGC) | 0.0 | $779k | -14% | 7.5k | 104.03 |
|
| FedEx Corporation (FDX) | 0.0 | $770k | NEW | 3.3k | 235.81 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $769k | NEW | 169k | 4.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $759k | -78% | 3.1k | 246.60 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $745k | NEW | 13k | 55.75 |
|
| Zoetis Cl A (ZTS) | 0.0 | $742k | -82% | 5.1k | 146.31 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $737k | -11% | 2.1k | 346.28 |
|
| Chubb (CB) | 0.0 | $720k | -13% | 2.6k | 282.26 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $716k | +75% | 4.7k | 150.85 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $706k | NEW | 48k | 14.64 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $705k | -77% | 924.00 | 762.61 |
|
| Emerson Electric (EMR) | 0.0 | $698k | -28% | 5.3k | 131.19 |
|
| Nextera Energy (NEE) | 0.0 | $696k | -13% | 9.2k | 75.49 |
|
| Trimble Navigation (TRMB) | 0.0 | $685k | +17% | 8.4k | 81.65 |
|
| Paycom Software (PAYC) | 0.0 | $679k | -25% | 3.3k | 208.15 |
|
| Johnson & Johnson (JNJ) | 0.0 | $673k | NEW | 3.6k | 185.40 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $669k | NEW | 1.4k | 490.38 |
|
| Workday Cl A (WDAY) | 0.0 | $664k | -61% | 2.8k | 240.73 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $652k | NEW | 3.0k | 214.57 |
|
| McDonald's Corporation (MCD) | 0.0 | $649k | -16% | 2.1k | 303.89 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $644k | NEW | 695.00 | 925.93 |
|
| Ross Stores (ROST) | 0.0 | $643k | +66% | 4.2k | 152.38 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $638k | +6% | 3.1k | 205.32 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $634k | NEW | 4.7k | 133.90 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $615k | NEW | 24k | 26.12 |
|
| Expedia Group Com New (EXPE) | 0.0 | $605k | -2% | 2.8k | 213.76 |
|
| Apollo Global Mgmt (APO) | 0.0 | $599k | -4% | 4.5k | 133.27 |
|
| Omni (OMC) | 0.0 | $582k | -45% | 7.1k | 81.52 |
|
| Aptiv Com Shs (APTV) | 0.0 | $573k | NEW | 6.6k | 86.22 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $568k | NEW | 3.3k | 173.91 |
|
| Qualcomm (QCOM) | 0.0 | $567k | NEW | 3.4k | 166.34 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $560k | NEW | 3.3k | 170.86 |
|
| Palo Alto Networks (PANW) | 0.0 | $547k | NEW | 2.7k | 203.62 |
|
| Hubbell (HUBB) | 0.0 | $546k | NEW | 1.3k | 430.20 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $536k | +22% | 11k | 47.51 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $535k | NEW | 7.9k | 68.08 |
|
| Live Nation Entertainment (LYV) | 0.0 | $532k | +40% | 3.3k | 163.40 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $520k | NEW | 12k | 43.16 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $512k | -70% | 4.2k | 121.42 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $501k | NEW | 14k | 36.15 |
|
| Sea Sponsord Ads (SE) | 0.0 | $497k | NEW | 2.8k | 178.70 |
|
| Murphy Usa (MUSA) | 0.0 | $483k | NEW | 1.2k | 388.26 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $470k | -12% | 637.00 | 737.56 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $467k | NEW | 13k | 35.77 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $463k | NEW | 46k | 9.96 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $458k | NEW | 1.4k | 337.47 |
|
| Vistra Energy (VST) | 0.0 | $456k | +48% | 2.3k | 195.92 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $454k | NEW | 19k | 24.38 |
|
| O'reilly Automotive (ORLY) | 0.0 | $449k | -17% | 4.2k | 107.81 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $448k | NEW | 15k | 30.80 |
|
| Amgen (AMGN) | 0.0 | $445k | NEW | 1.6k | 282.14 |
|
| Verisk Analytics (VRSK) | 0.0 | $441k | -38% | 1.8k | 251.48 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $438k | NEW | 7.9k | 55.49 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $436k | NEW | 27k | 16.01 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $435k | -98% | 6.7k | 65.00 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $424k | NEW | 28k | 15.05 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.0 | $414k | NEW | 11k | 38.60 |
|
| Ge Aerospace Com New (GE) | 0.0 | $410k | NEW | 1.4k | 300.76 |
|
| Coupang Cl A (CPNG) | 0.0 | $403k | NEW | 13k | 32.20 |
|
| Gartner (IT) | 0.0 | $401k | -29% | 1.5k | 262.85 |
|
| Sharkninja Com Shs (SN) | 0.0 | $383k | NEW | 3.7k | 103.15 |
|
| Doordash Cl A (DASH) | 0.0 | $383k | NEW | 1.4k | 272.02 |
|
| Hartford Financial Services (HIG) | 0.0 | $380k | NEW | 2.8k | 133.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $364k | -95% | 1.4k | 254.31 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $361k | NEW | 517.00 | 698.65 |
|
| EQT Corporation (EQT) | 0.0 | $351k | -19% | 6.5k | 54.43 |
|
| CoStar (CSGP) | 0.0 | $345k | -76% | 4.1k | 84.37 |
|
| MKS Instruments (MKSI) | 0.0 | $334k | NEW | 2.7k | 123.78 |
|
| Comfort Systems USA (FIX) | 0.0 | $334k | NEW | 404.00 | 826.12 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $331k | NEW | 2.8k | 117.16 |
|
| Procter & Gamble Company (PG) | 0.0 | $327k | NEW | 2.1k | 153.66 |
|
| Marvell Technology (MRVL) | 0.0 | $324k | -13% | 3.9k | 84.07 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $320k | -72% | 4.7k | 67.51 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $318k | NEW | 1.7k | 191.11 |
|
| Carvana Cl A (CVNA) | 0.0 | $317k | NEW | 841.00 | 377.12 |
|
| Sofi Technologies (SOFI) | 0.0 | $317k | NEW | 12k | 26.42 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $314k | -59% | 537.00 | 585.55 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $310k | NEW | 51k | 6.09 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $305k | -53% | 3.4k | 90.73 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $305k | NEW | 668.00 | 455.96 |
|
| 3M Company (MMM) | 0.0 | $302k | NEW | 1.9k | 155.18 |
|
| Kkr & Co (KKR) | 0.0 | $293k | NEW | 2.3k | 129.95 |
|
| Fortive (FTV) | 0.0 | $292k | -70% | 6.0k | 48.99 |
|
| Chevron Corporation (CVX) | 0.0 | $289k | NEW | 1.9k | 155.29 |
|
| Cummins (CMI) | 0.0 | $288k | NEW | 681.00 | 422.55 |
|
| Deere & Company (DE) | 0.0 | $281k | -56% | 614.00 | 457.61 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $280k | NEW | 24k | 11.69 |
|
| UnitedHealth (UNH) | 0.0 | $278k | NEW | 806.00 | 345.09 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $276k | NEW | 14k | 19.27 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $274k | NEW | 19k | 14.15 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $271k | -89% | 4.4k | 61.12 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $269k | NEW | 4.1k | 66.02 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $267k | -95% | 5.3k | 50.07 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $265k | -47% | 7.7k | 34.37 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $263k | -78% | 1.4k | 183.69 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $259k | NEW | 22k | 11.60 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $258k | NEW | 36k | 7.27 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $258k | NEW | 5.0k | 51.48 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $257k | NEW | 1.1k | 225.55 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $247k | NEW | 2.9k | 83.81 |
|
| Nrg Energy Com New (NRG) | 0.0 | $244k | -14% | 1.5k | 161.98 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $243k | NEW | 3.3k | 72.68 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $243k | NEW | 48k | 5.08 |
|
| Zscaler Incorporated (ZS) | 0.0 | $242k | NEW | 808.00 | 299.66 |
|
| Quanta Services (PWR) | 0.0 | $240k | NEW | 579.00 | 414.45 |
|
| Chewy Cl A (CHWY) | 0.0 | $240k | -44% | 5.9k | 40.45 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $237k | NEW | 14k | 16.74 |
|
| Cae (CAE) | 0.0 | $236k | -45% | 8.0k | 29.64 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $235k | NEW | 727.00 | 323.45 |
|
| Ge Vernova (GEV) | 0.0 | $234k | NEW | 381.00 | 614.36 |
|
| Unilever Spon Adr New (UL) | 0.0 | $232k | NEW | 3.9k | 59.28 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $232k | NEW | 4.8k | 47.94 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $229k | NEW | 1.6k | 142.40 |
|
| Constellation Energy (CEG) | 0.0 | $228k | NEW | 693.00 | 329.19 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $227k | NEW | 2.0k | 112.27 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $226k | NEW | 8.3k | 27.26 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $222k | NEW | 3.2k | 70.33 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $221k | NEW | 6.1k | 36.29 |
|
| Masco Corporation (MAS) | 0.0 | $219k | -69% | 3.1k | 70.40 |
|
| Synopsys (SNPS) | 0.0 | $217k | NEW | 439.00 | 493.28 |
|
| KBR (KBR) | 0.0 | $211k | -57% | 4.5k | 47.29 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $152k | NEW | 23k | 6.70 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- 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