Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BAI, DYNF, PWRD, BINC, and represent 29.10% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: EMOP (+$362M), BAI (+$254M), JAVA (+$246M), IWF (+$242M), EFV (+$196M), BINC (+$158M), IYK (+$149M), BRTR (+$143M), GOVT (+$141M), IYG (+$136M).
- Started 53 new stock positions in XYZ, BA, FIDI, TAK, U, STM, IGRO, MBSF, ONON, NICE.
- Reduced shares in these 10 stocks: IEMG (-$289M), ABFL (-$286M), IYF (-$227M), IYW (-$115M), IQLT (-$74M), USMV (-$63M), IGSB (-$62M), STIP (-$46M), EFG (-$37M), EMB (-$30M).
- Sold out of its positions in APG, AstraZeneca, ADP, OWL, BR, CAE, CI, CVX, CHWY, CLH.
- Dynasty Wealth Management was a net buyer of stock by $1.7B.
- Dynasty Wealth Management has $12B in assets under management (AUM), dropping by 12.64%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 333 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $780M | +12% | 1.2M | 653.21 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 5.6 | $648M | +64% | 20M | 32.95 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.6 | $644M | +16% | 11M | 58.18 |
|
| Tcw Etf Trust Transform System (PWRD) | 5.6 | $642M | +23% | 6.6M | 97.77 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 5.4 | $625M | +33% | 12M | 51.93 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 5.1 | $588M | +71% | 8.2M | 71.75 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $538M | +14% | 5.9M | 90.53 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.1 | $466M | +18% | 10M | 45.62 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.3 | $374M | 3.8M | 97.91 |
|
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 3.2 | $362M | NEW | 8.3M | 43.82 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 3.1 | $360M | -3% | 7.2M | 50.12 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $312M | +344% | 2.9M | 106.60 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 2.6 | $299M | -48% | 4.2M | 71.14 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.4 | $272M | -5% | 2.7M | 99.27 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.3 | $262M | +298% | 3.5M | 74.35 |
|
| Spdr Series Trust State Street Spd (SPYV) | 2.0 | $225M | +9% | 4.0M | 56.58 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.8 | $209M | +19% | 4.4M | 47.08 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 1.8 | $202M | +241% | 4.0M | 50.19 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.6 | $185M | +49% | 1.8M | 100.72 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $181M | -61% | 2.6M | 69.75 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.6 | $181M | +309% | 2.2M | 82.84 |
|
| Ishares Tr Mbs Etf (MBB) | 1.5 | $167M | +20% | 1.8M | 94.95 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.3 | $152M | +1316% | 6.6M | 22.91 |
|
| Ishares Tr Us Consm Staples (IYK) | 1.3 | $149M | NEW | 2.1M | 70.03 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.3 | $148M | -2% | 3.5M | 42.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $141M | +66% | 658k | 213.67 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.1 | $129M | -7% | 1.1M | 118.60 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $124M | +5% | 288k | 430.29 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.0 | $110M | -9% | 1.5M | 75.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $99M | +401% | 1.5M | 67.53 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.8 | $96M | +21% | 1.6M | 60.43 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.8 | $95M | +120% | 1.7M | 55.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.8 | $90M | +15189% | 1.3M | 70.18 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $89M | -14% | 1.0M | 88.16 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.7 | $79M | +88% | 3.3M | 23.91 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.6 | $74M | NEW | 2.4M | 31.23 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $69M | -18% | 1.4M | 49.37 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.6 | $69M | 1.8M | 38.00 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $69M | +40% | 313k | 218.75 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $67M | -40% | 650k | 103.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $66M | 101k | 650.34 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $64M | -64% | 353k | 181.42 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $56M | +18% | 526k | 106.15 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $54M | +4% | 485k | 110.36 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $41M | +7% | 361k | 113.11 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $40M | +96% | 797k | 49.99 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $36M | +42% | 677k | 53.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $35M | +13% | 355k | 97.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $34M | -36% | 177k | 191.92 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $31M | -5% | 592k | 52.19 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $29M | -8% | 153k | 191.81 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $29M | +4% | 164k | 174.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $23M | -24% | 320k | 73.14 |
|
| Apple (AAPL) | 0.2 | $22M | 87k | 253.79 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $20M | -76% | 213k | 92.74 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $19M | +57% | 369k | 50.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $16M | 57k | 287.56 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $15M | +60% | 177k | 86.64 |
|
| Microsoft Corporation (MSFT) | 0.1 | $15M | -13% | 41k | 370.17 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $13M | +41% | 286k | 45.34 |
|
| Amazon (AMZN) | 0.1 | $13M | -4% | 62k | 208.27 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $12M | -75% | 107k | 111.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $12M | -19% | 182k | 64.08 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $11M | +23% | 222k | 50.34 |
|
| Broadcom (AVGO) | 0.1 | $9.5M | 31k | 309.51 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $8.8M | +6% | 31k | 286.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $8.7M | -5% | 30k | 294.16 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $8.0M | +4% | 216k | 37.14 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $7.9M | +6% | 111k | 70.84 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $7.7M | +17% | 81k | 95.44 |
|
| Kinross Gold Corp (KGC) | 0.1 | $6.9M | -3% | 227k | 30.52 |
|
| Blackrock Etf Trust Ii Blackrock Etf Trust Ii (SHYM) | 0.1 | $6.7M | +10% | 303k | 22.02 |
|
| Meta Platforms Cl A (META) | 0.1 | $6.7M | +2% | 12k | 572.14 |
|
| Abacus Fcf Etf Tr Abacus Fcf Inter (ABLG) | 0.1 | $6.6M | -21% | 224k | 29.51 |
|
| Tesla Motors (TSLA) | 0.1 | $6.5M | 18k | 371.75 |
|
|
| Micron Technology (MU) | 0.0 | $5.7M | 17k | 337.85 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $5.5M | 51k | 108.25 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $5.2M | NEW | 135k | 38.42 |
|
| Abbvie (ABBV) | 0.0 | $4.6M | -4% | 21k | 217.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $4.6M | -7% | 9.2k | 499.66 |
|
| Astrazeneca Ord (AZN) | 0.0 | $4.5M | NEW | 23k | 197.22 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $4.3M | -2% | 47k | 92.21 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.0 | $4.3M | -2% | 170k | 25.30 |
|
| Philip Morris International (PM) | 0.0 | $4.2M | +6% | 26k | 165.34 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $4.2M | NEW | 47k | 89.00 |
|
| AmerisourceBergen (COR) | 0.0 | $4.2M | -2% | 13k | 314.15 |
|
| Applied Materials (AMAT) | 0.0 | $4.1M | 12k | 341.79 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $4.1M | +9% | 3.1k | 1320.67 |
|
| McKesson Corporation (MCK) | 0.0 | $4.0M | -2% | 4.7k | 865.37 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $4.0M | +103% | 39k | 101.77 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.0M | -8% | 16k | 244.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $4.0M | -28% | 12k | 320.81 |
|
| Visa Com Cl A (V) | 0.0 | $3.9M | 13k | 302.24 |
|
|
| CRH Ord (CRH) | 0.0 | $3.6M | -6% | 34k | 105.12 |
|
| Uber Technologies (UBER) | 0.0 | $3.3M | -15% | 46k | 71.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.3M | 60k | 54.05 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $3.1M | 39k | 79.61 |
|
|
| American Express Company (AXP) | 0.0 | $3.0M | -5% | 10k | 302.48 |
|
| Oracle Corporation (ORCL) | 0.0 | $3.0M | -12% | 20k | 147.11 |
|
| Cenovus Energy (CVE) | 0.0 | $2.9M | +2% | 109k | 26.53 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.9M | 8.4k | 343.24 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $2.9M | 18k | 164.57 |
|
|
| Flex Ord (FLEX) | 0.0 | $2.9M | -2% | 44k | 65.46 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $2.8M | -2% | 3.0k | 919.85 |
|
| United Rentals (URI) | 0.0 | $2.7M | +27% | 3.7k | 728.60 |
|
| FirstEnergy (FE) | 0.0 | $2.7M | 54k | 50.66 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $2.6M | -4% | 28k | 93.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $2.6M | 1.8k | 1472.04 |
|
|
| Honeywell International (HON) | 0.0 | $2.6M | 11k | 226.03 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $2.5M | -5% | 16k | 164.13 |
|
| L3harris Technologies (LHX) | 0.0 | $2.5M | 7.3k | 345.13 |
|
|
| Goldman Sachs (GS) | 0.0 | $2.5M | -2% | 2.9k | 846.00 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.5M | -14% | 8.1k | 300.81 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.4M | -11% | 155k | 15.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.4M | +5% | 17k | 146.28 |
|
| Diamondback Energy (FANG) | 0.0 | $2.4M | +26% | 12k | 197.79 |
|
| ConocoPhillips (COP) | 0.0 | $2.3M | +3% | 17k | 132.00 |
|
| Coca-Cola Company (KO) | 0.0 | $2.3M | -2% | 30k | 76.05 |
|
| Capital One Financial (COF) | 0.0 | $2.3M | -7% | 12k | 182.43 |
|
| Netflix (NFLX) | 0.0 | $2.3M | -9% | 23k | 96.15 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $2.2M | NEW | 16k | 142.19 |
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| Wabtec Corporation (WAB) | 0.0 | $2.2M | 8.9k | 249.91 |
|
|
| AutoZone (AZO) | 0.0 | $2.2M | -12% | 659.00 | 3375.22 |
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| PPL Corporation (PPL) | 0.0 | $2.2M | -5% | 58k | 38.20 |
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| CenterPoint Energy (CNP) | 0.0 | $2.2M | 51k | 43.16 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $2.1M | +12% | 7.6k | 282.37 |
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| Advanced Micro Devices (AMD) | 0.0 | $2.1M | +2% | 10k | 203.43 |
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| FedEx Corporation (FDX) | 0.0 | $2.0M | +20% | 5.7k | 356.16 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $2.0M | 10k | 195.98 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $2.0M | -18% | 22k | 90.98 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $1.9M | -5% | 169k | 11.28 |
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| Entergy Corporation (ETR) | 0.0 | $1.9M | +2% | 17k | 112.36 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.9M | 20k | 93.98 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.9M | 12k | 152.75 |
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|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.8M | -53% | 41k | 45.06 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $1.8M | -6% | 22k | 82.49 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $1.8M | +5% | 36k | 48.73 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.8M | 11k | 166.08 |
|
|
| Norfolk Southern (NSC) | 0.0 | $1.7M | -15% | 5.8k | 286.99 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.6M | -14% | 14k | 118.62 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.6M | +6% | 13k | 127.28 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.6M | -7% | 23k | 69.37 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $1.6M | +65% | 8.1k | 195.40 |
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| SLB Com Stk (SLB) | 0.0 | $1.5M | +3% | 30k | 51.39 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.5M | -97% | 29k | 52.56 |
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| Amphenol Corp Cl A (APH) | 0.0 | $1.5M | 12k | 126.35 |
|
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| Stryker Corporation (SYK) | 0.0 | $1.5M | -12% | 4.5k | 328.60 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.4M | -2% | 16k | 90.67 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.4M | -53% | 14k | 102.67 |
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| Eni S P A Sponsored Adr (E) | 0.0 | $1.4M | -5% | 25k | 56.61 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.4M | -34% | 24k | 58.54 |
|
| Home Depot (HD) | 0.0 | $1.4M | -18% | 4.2k | 328.92 |
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| Metropcs Communications (TMUS) | 0.0 | $1.4M | +2% | 6.4k | 210.03 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | +8% | 6.7k | 196.85 |
|
| Trimble Navigation (TRMB) | 0.0 | $1.3M | +112% | 20k | 65.23 |
|
| Casey's General Stores (CASY) | 0.0 | $1.3M | -2% | 1.8k | 727.69 |
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| Aon Shs Cl A (AON) | 0.0 | $1.3M | +3% | 4.0k | 322.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.3M | NEW | 23k | 56.68 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.3M | 22k | 58.47 |
|
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| Msci (MSCI) | 0.0 | $1.3M | 2.4k | 539.02 |
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| Waste Management (WM) | 0.0 | $1.3M | 5.5k | 229.78 |
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| Merck & Co (MRK) | 0.0 | $1.3M | -14% | 11k | 120.29 |
|
| Intercontinental Exchange (ICE) | 0.0 | $1.3M | +25% | 8.0k | 157.28 |
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| Hldgs (UAL) | 0.0 | $1.2M | 14k | 92.07 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.2M | +3% | 5.7k | 213.64 |
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| Hubbell (HUBB) | 0.0 | $1.2M | +18% | 2.4k | 490.77 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $1.2M | -7% | 234k | 5.03 |
|
| Marvell Technology (MRVL) | 0.0 | $1.2M | +186% | 12k | 99.05 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.2M | -6% | 4.7k | 250.59 |
|
| Corpay Com Shs (CPAY) | 0.0 | $1.2M | +15% | 4.0k | 290.99 |
|
| BP Sponsored Adr (BP) | 0.0 | $1.2M | -4% | 25k | 47.00 |
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| Leidos Holdings (LDOS) | 0.0 | $1.2M | 7.5k | 155.52 |
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| Booking Holdings (BKNG) | 0.0 | $1.1M | +1425% | 6.8k | 168.42 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $1.1M | +13% | 2.8k | 398.00 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.1M | -87% | 30k | 36.84 |
|
| Johnson & Johnson (JNJ) | 0.0 | $1.1M | -2% | 4.5k | 244.44 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $1.1M | -2% | 50k | 21.66 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.1M | +328% | 2.3k | 460.99 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $1.1M | 14k | 75.09 |
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| SYSCO Corporation (SYY) | 0.0 | $1.0M | 15k | 71.33 |
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| AutoNation (AN) | 0.0 | $1.0M | -23% | 5.3k | 195.26 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $1.0M | 14k | 72.74 |
|
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $1.0M | -4% | 60k | 16.97 |
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| Hershey Company (HSY) | 0.0 | $1.0M | -3% | 4.9k | 207.87 |
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| Servicenow (NOW) | 0.0 | $949k | -2% | 9.1k | 104.55 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $901k | NEW | 11k | 83.77 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $896k | -2% | 6.2k | 145.29 |
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| Ross Stores (ROST) | 0.0 | $896k | 4.1k | 216.61 |
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| Arista Networks Com Shs (ANET) | 0.0 | $878k | 7.2k | 122.78 |
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| Cummins (CMI) | 0.0 | $857k | +15% | 1.6k | 537.89 |
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| Allstate Corporation (ALL) | 0.0 | $842k | -58% | 4.1k | 207.35 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $824k | -97% | 8.8k | 93.93 |
|
| Medtronic SHS (MDT) | 0.0 | $819k | -27% | 9.5k | 86.65 |
|
| Ing Groep N V Sponsored Adr (ING) | 0.0 | $810k | 31k | 26.05 |
|
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $804k | 27k | 29.99 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $799k | NEW | 14k | 55.52 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $785k | +19% | 3.8k | 206.34 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $770k | -10% | 13k | 58.18 |
|
| Gilead Sciences (GILD) | 0.0 | $765k | +28% | 5.5k | 139.38 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $733k | -3% | 14k | 51.98 |
|
| Vistra Energy (VST) | 0.0 | $722k | +93% | 4.8k | 150.33 |
|
| Strategy Cl A New (MSTR) | 0.0 | $722k | NEW | 5.8k | 124.80 |
|
| Ge Vernova (GEV) | 0.0 | $708k | +50% | 811.00 | 873.01 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $707k | 13k | 55.19 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $706k | -21% | 2.0k | 356.53 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $705k | 30k | 23.88 |
|
|
| Walt Disney Company (DIS) | 0.0 | $693k | -17% | 7.2k | 96.38 |
|
| Expedia Group Com New (EXPE) | 0.0 | $684k | -5% | 3.0k | 230.91 |
|
| Haleon Spon Ads (HLN) | 0.0 | $674k | -18% | 67k | 10.01 |
|
| Barclays Adr (BCS) | 0.0 | $667k | 32k | 21.16 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $659k | -14% | 2.1k | 310.74 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $650k | +24% | 2.1k | 303.87 |
|
| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $642k | NEW | 23k | 28.43 |
|
| Ge Aerospace Com New (GE) | 0.0 | $638k | +3% | 2.2k | 283.82 |
|
| Performance Food (PFGC) | 0.0 | $628k | 7.3k | 85.66 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $627k | +8% | 5.0k | 126.28 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $623k | +2% | 15k | 42.20 |
|
| Block Cl A (XYZ) | 0.0 | $622k | NEW | 10k | 60.18 |
|
| Amgen (AMGN) | 0.0 | $617k | +4% | 1.8k | 351.91 |
|
| Dex (DXCM) | 0.0 | $615k | NEW | 9.8k | 62.80 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $605k | NEW | 20k | 30.81 |
|
| Aptiv Com Shs (APTV) | 0.0 | $603k | +26% | 10k | 58.82 |
|
| Sharkninja Com Shs (SN) | 0.0 | $599k | -13% | 5.7k | 105.90 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $597k | +14% | 2.8k | 216.57 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $592k | -54% | 4.5k | 132.90 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $577k | -9% | 3.0k | 191.74 |
|
| Comfort Systems USA (FIX) | 0.0 | $558k | -3% | 405.00 | 1378.20 |
|
| Nrg Energy Com New (NRG) | 0.0 | $548k | +75% | 3.7k | 146.16 |
|
| Kkr & Co (KKR) | 0.0 | $540k | +163% | 5.8k | 92.50 |
|
| Microchip Technology (MCHP) | 0.0 | $538k | +30% | 8.3k | 64.61 |
|
| Apellis Pharmaceuticals (APLS) | 0.0 | $536k | +44% | 13k | 40.23 |
|
| Emerson Electric (EMR) | 0.0 | $531k | -32% | 4.1k | 131.02 |
|
| Nextera Energy (NEE) | 0.0 | $525k | -39% | 5.7k | 92.88 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $489k | 669.00 | 730.25 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $487k | NEW | 11k | 46.52 |
|
| Live Nation Entertainment (LYV) | 0.0 | $483k | +16% | 3.2k | 152.51 |
|
| Burlington Stores (BURL) | 0.0 | $480k | +20% | 1.5k | 325.38 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $479k | +26% | 480.00 | 996.93 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $477k | +117% | 2.7k | 174.61 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $475k | +3% | 2.3k | 206.08 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $474k | -25% | 2.4k | 198.26 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $468k | +3% | 1.0k | 446.54 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $467k | -20% | 1.2k | 390.41 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $460k | 3.4k | 136.76 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $452k | NEW | 13k | 34.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $444k | -43% | 1.8k | 243.08 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $442k | NEW | 2.3k | 194.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $441k | -24% | 5.2k | 85.23 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $435k | -2% | 3.0k | 143.64 |
|
| Cava Group Ord (CAVA) | 0.0 | $434k | NEW | 5.4k | 80.90 |
|
| Iqvia Holdings (IQV) | 0.0 | $428k | +49% | 2.5k | 170.54 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $423k | -21% | 20k | 21.23 |
|
| Apollo Global Mgmt (APO) | 0.0 | $419k | -28% | 3.8k | 111.43 |
|
| UnitedHealth (UNH) | 0.0 | $417k | +16% | 1.5k | 270.60 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $411k | 29k | 14.37 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $408k | +79% | 1.2k | 330.87 |
|
| Quanta Services (PWR) | 0.0 | $399k | +23% | 727.00 | 549.28 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $398k | -43% | 1.2k | 320.43 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $396k | -3% | 4.2k | 93.29 |
|
| Steel Dynamics (STLD) | 0.0 | $386k | NEW | 2.1k | 180.02 |
|
| Unity Software (U) | 0.0 | $383k | NEW | 18k | 21.94 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $383k | +71% | 3.2k | 118.05 |
|
| Qualcomm (QCOM) | 0.0 | $383k | -24% | 3.0k | 128.79 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $381k | NEW | 802.00 | 474.56 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $381k | NEW | 1.4k | 275.11 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $368k | NEW | 7.3k | 50.66 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $366k | -2% | 46k | 8.02 |
|
| Unilever Spon Adr New (UL) | 0.0 | $364k | -25% | 6.4k | 56.97 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $364k | +5% | 4.3k | 84.60 |
|
| Targa Res Corp (TRGP) | 0.0 | $360k | +8% | 1.4k | 250.65 |
|
| Wal-Mart Stores (WMT) | 0.0 | $358k | +8% | 2.9k | 124.26 |
|
| 3M Company (MMM) | 0.0 | $356k | -13% | 2.5k | 145.26 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $356k | NEW | 16k | 22.69 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $348k | -45% | 6.2k | 56.56 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.0 | $347k | NEW | 6.7k | 51.84 |
|
| MKS Instruments (MKSI) | 0.0 | $347k | -38% | 1.5k | 229.78 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $345k | -2% | 18k | 19.75 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $343k | -7% | 23k | 15.02 |
|
| Rubrik Cl A (RBRK) | 0.0 | $337k | NEW | 6.9k | 48.97 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $333k | -9% | 1.3k | 261.85 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $330k | +86% | 5.6k | 59.04 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $324k | NEW | 2.9k | 110.26 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $323k | +13% | 3.3k | 97.36 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $315k | -4% | 21k | 14.90 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $313k | -18% | 1.7k | 188.71 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $308k | +18% | 2.1k | 147.54 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $307k | NEW | 4.7k | 65.09 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $305k | +60% | 2.0k | 150.82 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $304k | 39k | 7.89 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $300k | +12% | 14k | 21.76 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $299k | -8% | 11k | 27.40 |
|
| Monster Beverage Corp (MNST) | 0.0 | $297k | +16% | 4.1k | 72.46 |
|
| Prudential Adr (PUK) | 0.0 | $295k | +2% | 10k | 28.43 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $292k | +9% | 1.5k | 192.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $291k | +33% | 608.00 | 479.20 |
|
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $287k | NEW | 10k | 27.61 |
|
| Fastenal Company (FAST) | 0.0 | $284k | NEW | 6.1k | 46.40 |
|
| Topbuild (BLD) | 0.0 | $284k | +32% | 807.00 | 351.30 |
|
| Union Pacific Corporation (UNP) | 0.0 | $282k | NEW | 1.2k | 242.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $274k | -21% | 2.4k | 114.98 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $270k | NEW | 4.6k | 58.78 |
|
| Carvana Cl A (CVNA) | 0.0 | $269k | +563% | 4.3k | 62.88 |
|
| Twilio Cl A (TWLO) | 0.0 | $264k | +43% | 2.1k | 125.82 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $255k | NEW | 1.5k | 169.70 |
|
| Palo Alto Networks (PANW) | 0.0 | $254k | -47% | 1.6k | 160.32 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $253k | NEW | 749.00 | 337.84 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $251k | -14% | 3.7k | 67.00 |
|
| Caterpillar (CAT) | 0.0 | $250k | NEW | 353.00 | 707.60 |
|
| Sofi Technologies (SOFI) | 0.0 | $247k | +9% | 16k | 15.88 |
|
| Gartner (IT) | 0.0 | $243k | +4% | 1.5k | 158.34 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $243k | NEW | 3.1k | 78.98 |
|
| Reddit Cl A (RDDT) | 0.0 | $241k | NEW | 1.8k | 134.65 |
|
| Insmed (INSM) | 0.0 | $233k | NEW | 1.4k | 163.52 |
|
| Roper Industries (ROP) | 0.0 | $230k | NEW | 651.00 | 353.70 |
|
| Lumentum Hldgs (LITE) | 0.0 | $228k | NEW | 325.00 | 702.76 |
|
| Toast Cl A (TOST) | 0.0 | $223k | NEW | 8.4k | 26.51 |
|
| Boeing Company (BA) | 0.0 | $223k | NEW | 1.1k | 199.03 |
|
| Doximity Cl A (DOCS) | 0.0 | $221k | NEW | 9.5k | 23.30 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $220k | NEW | 365.00 | 603.91 |
|
| Pepsi (PEP) | 0.0 | $216k | -6% | 1.4k | 155.31 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $212k | -78% | 10k | 20.70 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $208k | NEW | 6.0k | 34.55 |
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 0.0 | $204k | NEW | 8.0k | 25.51 |
|
| ResMed (RMD) | 0.0 | $204k | NEW | 907.00 | 224.49 |
|
| salesforce (CRM) | 0.0 | $204k | NEW | 1.1k | 186.60 |
|
| Astera Labs (ALAB) | 0.0 | $204k | NEW | 1.9k | 109.60 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $201k | 6.3k | 31.78 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $201k | 25k | 7.94 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $201k | NEW | 3.1k | 64.22 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $195k | NEW | 11k | 18.52 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $174k | NEW | 13k | 13.30 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $151k | +47% | 21k | 7.26 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $81k | -17% | 23k | 3.62 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2026 Q1 filed May 14, 2026
- 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