Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DYNF, BAI, JAVA, BINC, and represent 28.71% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWB (+$342M), EFV (+$90M), JAVA (+$68M), BINC (+$57M), IEMG (+$47M), DYNF (+$42M), BRTR (+$42M), IEFA (+$38M), FBND (+$35M), GOVT (+$30M).
- Started 72 new stock positions in EME, RLI, SSD, IVZ, ALK, WTW, EUFN, BSX, FISV, VT.
- Reduced shares in these 10 stocks: BAI (-$290M), PWRD (-$129M), ABLD (-$68M), IYG (-$57M), IYK (-$28M), IYW (-$13M), FBCG (-$8.2M), SPLV (-$7.1M), MSFT (-$5.7M), NVDA.
- Sold out of its positions in ADBE, Apellis Pharmaceuticals, BX, BA, CVNA, CAVA, COIN, DOCS, BROS, XOM.
- Dynasty Wealth Management was a net buyer of stock by $460M.
- Dynasty Wealth Management has $14B in assets under management (AUM), dropping by 17.32%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 367 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $917M | +2% | 1.2M | 748.89 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.9 | $795M | +5% | 12M | 68.01 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 5.5 | $746M | -27% | 14M | 52.72 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 5.3 | $719M | +10% | 9.1M | 79.41 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 5.1 | $687M | +9% | 13M | 52.34 |
|
| Tcw Etf Trust Transform System (PWRD) | 5.0 | $679M | -15% | 5.5M | 122.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.5 | $611M | +6% | 6.3M | 96.58 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.7 | $499M | +7% | 11M | 45.49 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.4 | $454M | 3.8M | 118.99 |
|
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 3.3 | $451M | +4% | 8.6M | 52.23 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 3.3 | $438M | 7.1M | 62.11 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $367M | 3.0M | 124.17 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 2.7 | $365M | 4.2M | 85.86 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 2.7 | $360M | +33% | 4.7M | 76.55 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.6 | $343M | +42212% | 838k | 409.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $287M | +5% | 2.9M | 98.98 |
|
| Ishares Core Msci Emkt (IEMG) | 2.0 | $263M | +22% | 3.2M | 82.84 |
|
| Spdr Series Trust State Street Spd (SPYV) | 1.8 | $248M | +2% | 4.1M | 60.79 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 1.8 | $245M | +20% | 4.9M | 50.33 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.8 | $236M | +13% | 5.0M | 46.94 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.5 | $206M | +11% | 2.1M | 100.35 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.3 | $181M | +19% | 7.9M | 22.78 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $176M | +10% | 726k | 242.43 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $173M | +4% | 1.8M | 94.52 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.2 | $167M | +2% | 3.6M | 46.92 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.1 | $148M | +15% | 1.3M | 117.45 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.0 | $140M | -29% | 1.5M | 90.47 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.0 | $133M | +10% | 1.6M | 82.49 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.9 | $127M | -18% | 1.7M | 72.66 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $121M | +13% | 327k | 368.38 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.9 | $117M | 1.6M | 73.26 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $114M | 1.5M | 77.11 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.8 | $114M | +9% | 1.9M | 60.29 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $101M | +3% | 1.3M | 75.79 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.7 | $95M | +19% | 3.9M | 24.25 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.6 | $87M | 1.8M | 48.29 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $85M | +11% | 349k | 242.42 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $77M | 1.4M | 53.61 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $77M | 103k | 746.77 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $77M | 1.0M | 75.51 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $76M | -14% | 301k | 252.23 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $68M | +2% | 664k | 102.16 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $58M | +43% | 1.1M | 50.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $56M | 518k | 107.62 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $55M | +3% | 504k | 109.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $50M | 366k | 137.53 |
|
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $40M | +11% | 755k | 53.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $38M | +3% | 368k | 103.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $38M | 178k | 212.77 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $32M | -3% | 147k | 219.43 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $29M | -11% | 145k | 200.09 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $29M | -7% | 547k | 52.60 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $23M | +22% | 452k | 51.00 |
|
| Apple (AAPL) | 0.2 | $23M | -9% | 79k | 289.36 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $19M | -6% | 200k | 96.46 |
|
| Micron Technology (MU) | 0.1 | $18M | -6% | 16k | 1154.26 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $18M | +7% | 190k | 95.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $18M | -13% | 50k | 357.37 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $17M | -29% | 226k | 74.90 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $16M | +107% | 168k | 94.57 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $15M | +17% | 335k | 45.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $15M | +14% | 209k | 71.25 |
|
| Amazon (AMZN) | 0.1 | $14M | -4% | 59k | 238.34 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $13M | 106k | 124.42 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $13M | +17% | 260k | 50.38 |
|
| Broadcom (AVGO) | 0.1 | $11M | -6% | 29k | 377.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $9.9M | -8% | 28k | 353.33 |
|
| Microsoft Corporation (MSFT) | 0.1 | $9.5M | -37% | 26k | 373.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $9.5M | -2% | 29k | 327.33 |
|
| Applied Materials (AMAT) | 0.1 | $8.6M | 12k | 722.98 |
|
|
| Ishares Msci Equal Weite (EUSA) | 0.1 | $8.0M | +79% | 70k | 114.19 |
|
| Blackrock Etf Trust Ii Blackrock Etf Trust Ii (SHYM) | 0.1 | $7.1M | +4% | 318k | 22.45 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $6.9M | -29% | 153k | 45.26 |
|
| Dell Technologies CL C (DELL) | 0.0 | $6.7M | 16k | 431.47 |
|
|
| Flex Ord (FLEX) | 0.0 | $6.6M | -6% | 41k | 162.07 |
|
| Meta Platforms Cl A (META) | 0.0 | $6.4M | -2% | 11k | 563.31 |
|
| Tesla Motors (TSLA) | 0.0 | $6.3M | -14% | 15k | 420.60 |
|
| Abacus Fcf Etf Tr Abacus Fcf Inter (ABLG) | 0.0 | $5.9M | -19% | 181k | 32.79 |
|
| Advanced Micro Devices (AMD) | 0.0 | $5.3M | -10% | 9.2k | 580.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $5.2M | -15% | 2.6k | 1989.18 |
|
| Kinross Gold Corp (KGC) | 0.0 | $5.1M | -4% | 218k | 23.62 |
|
| Abbvie (ABBV) | 0.0 | $5.1M | -5% | 20k | 251.64 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $5.1M | +5% | 50k | 102.25 |
|
| Kla Corp Com New (KLAC) | 0.0 | $5.0M | +834% | 17k | 301.71 |
|
| Philip Morris International (PM) | 0.0 | $4.9M | +5% | 27k | 180.91 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $4.7M | +12% | 53k | 88.72 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.0 | $4.7M | +6% | 181k | 25.68 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $4.6M | -3% | 49k | 93.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $4.5M | 12k | 370.05 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $4.5M | -5% | 8.7k | 513.57 |
|
| Visa Com Cl A (V) | 0.0 | $4.4M | 13k | 343.10 |
|
|
| United Rentals (URI) | 0.0 | $4.1M | -2% | 3.6k | 1132.97 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.0M | -3% | 16k | 255.68 |
|
| Astrazeneca Ord (AZN) | 0.0 | $4.0M | -7% | 21k | 189.62 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $4.0M | +9% | 66k | 59.69 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $3.9M | +7% | 3.2k | 1199.33 |
|
| Morgan Stanley Com New (MS) | 0.0 | $3.6M | -2% | 17k | 209.04 |
|
| CRH Ord (CRH) | 0.0 | $3.5M | -3% | 33k | 107.00 |
|
| McKesson Corporation (MCK) | 0.0 | $3.5M | 4.6k | 755.66 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.0 | $3.5M | -95% | 115k | 30.09 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $3.4M | -49% | 57k | 59.71 |
|
| American Express Company (AXP) | 0.0 | $3.3M | 9.8k | 338.23 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $3.2M | +17% | 182k | 17.73 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $3.2M | +2% | 16k | 199.81 |
|
| Marvell Technology (MRVL) | 0.0 | $3.0M | -14% | 10k | 297.89 |
|
| Goldman Sachs (GS) | 0.0 | $2.9M | 2.9k | 1011.46 |
|
|
| AmerisourceBergen (COR) | 0.0 | $2.9M | -22% | 10k | 282.97 |
|
| Cenovus Energy (CVE) | 0.0 | $2.9M | +6% | 117k | 24.81 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $2.9M | -35% | 86k | 33.29 |
|
| Cummins (CMI) | 0.0 | $2.9M | +152% | 4.0k | 713.20 |
|
| FedEx Corporation (FDX) | 0.0 | $2.8M | +56% | 8.9k | 313.12 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.8M | -6% | 7.8k | 354.24 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.7M | -16% | 32k | 82.64 |
|
| Coca-Cola Company (KO) | 0.0 | $2.6M | +9% | 33k | 81.27 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $2.5M | +8% | 184k | 13.80 |
|
| Capital One Financial (COF) | 0.0 | $2.5M | +2% | 13k | 200.62 |
|
| Keysight Technologies (KEYS) | 0.0 | $2.4M | -8% | 7.0k | 350.07 |
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| Diamondback Energy (FANG) | 0.0 | $2.3M | +11% | 13k | 175.78 |
|
| Oracle Corporation (ORCL) | 0.0 | $2.3M | -22% | 16k | 146.55 |
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| FirstEnergy (FE) | 0.0 | $2.3M | -10% | 48k | 47.54 |
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| Wabtec Corporation (WAB) | 0.0 | $2.3M | -5% | 8.4k | 269.59 |
|
| Uber Technologies (UBER) | 0.0 | $2.2M | -31% | 31k | 72.16 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $2.2M | +40% | 22k | 100.07 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $2.2M | -10% | 5.1k | 433.32 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $2.2M | +5% | 23k | 95.09 |
|
| CenterPoint Energy (CNP) | 0.0 | $2.1M | -4% | 49k | 44.04 |
|
| L3harris Technologies (LHX) | 0.0 | $2.1M | 7.3k | 290.61 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.1M | +10% | 7.4k | 281.03 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $2.1M | -2% | 9.8k | 211.94 |
|
| ConocoPhillips (COP) | 0.0 | $2.1M | +15% | 20k | 103.96 |
|
| Shell Spon Ads (SHEL) | 0.0 | $2.1M | -6% | 27k | 77.54 |
|
| Hldgs (UAL) | 0.0 | $2.0M | +10% | 15k | 135.99 |
|
| SLB Com Stk (SLB) | 0.0 | $2.0M | +42% | 43k | 46.49 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.9M | -6% | 11k | 176.31 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.9M | +4% | 42k | 45.11 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.9M | -5% | 10k | 188.35 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.9M | 23k | 82.40 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $1.9M | -19% | 6.6k | 281.68 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.8M | -3% | 12k | 156.72 |
|
| Allstate Corporation (ALL) | 0.0 | $1.8M | +87% | 7.6k | 237.92 |
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| Entergy Corporation (ETR) | 0.0 | $1.8M | -5% | 16k | 114.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.7M | +36% | 31k | 56.48 |
|
| Norfolk Southern (NSC) | 0.0 | $1.7M | -7% | 5.3k | 314.57 |
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| AutoZone (AZO) | 0.0 | $1.6M | -25% | 493.00 | 3199.18 |
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $1.6M | NEW | 122k | 12.94 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $1.5M | NEW | 31k | 49.13 |
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| PPL Corporation (PPL) | 0.0 | $1.5M | -26% | 42k | 36.35 |
|
| Totalenergies Se Act (TTE) | 0.0 | $1.5M | -9% | 20k | 77.76 |
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| Lineage (LINE) | 0.0 | $1.5M | NEW | 35k | 43.25 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $1.5M | -12% | 7.0k | 216.60 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | -17% | 16k | 92.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.5M | -4% | 4.5k | 334.81 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $1.5M | +24% | 75k | 19.89 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $1.5M | +18% | 59k | 25.06 |
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| Brown & Brown (BRO) | 0.0 | $1.5M | NEW | 23k | 64.15 |
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| Jacobs Engineering Group (J) | 0.0 | $1.5M | -9% | 12k | 126.00 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.5M | +4% | 25k | 58.20 |
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| Canadian Natural Resources (CNQ) | 0.0 | $1.4M | 37k | 39.50 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $1.4M | +6% | 4.3k | 331.67 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $1.4M | +241% | 60k | 23.58 |
|
| Sharkninja Com Shs (SN) | 0.0 | $1.4M | +63% | 9.2k | 152.27 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $1.4M | +45% | 16k | 87.93 |
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| Casey's General Stores (CASY) | 0.0 | $1.4M | -3% | 1.7k | 794.80 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.4M | +113% | 5.9k | 229.58 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.3M | 22k | 61.76 |
|
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| Merck & Co (MRK) | 0.0 | $1.3M | 10k | 128.50 |
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| Rli (RLI) | 0.0 | $1.3M | NEW | 23k | 59.07 |
|
| Booking Holdings (BKNG) | 0.0 | $1.3M | +10% | 7.5k | 178.23 |
|
| Netflix (NFLX) | 0.0 | $1.3M | -20% | 19k | 71.40 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.3M | 4.0k | 333.27 |
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| Walt Disney Company (DIS) | 0.0 | $1.3M | +81% | 13k | 96.25 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $1.2M | -8% | 214k | 5.83 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $1.2M | -17% | 2.3k | 515.23 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $1.2M | 14k | 83.31 |
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| Waste Management (WM) | 0.0 | $1.2M | -4% | 5.3k | 222.88 |
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| Honeywell International (HON) | 0.0 | $1.2M | NEW | 5.2k | 223.90 |
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| Microchip Technology (MCHP) | 0.0 | $1.2M | +51% | 13k | 91.20 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $1.1M | +43% | 3.1k | 373.61 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.1M | +29% | 19k | 61.46 |
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| Honeywell Aerospace (HONA) | 0.0 | $1.1M | NEW | 5.2k | 221.08 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $1.1M | -41% | 9.7k | 116.67 |
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| Orix Corp Sponsored Adr (IX) | 0.0 | $1.1M | +9% | 29k | 38.04 |
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| Arista Networks Com Shs (ANET) | 0.0 | $1.1M | -8% | 6.6k | 169.88 |
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| Eni S P A Sponsored Adr (E) | 0.0 | $1.1M | -5% | 24k | 46.86 |
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| Metropcs Communications (TMUS) | 0.0 | $1.1M | 6.5k | 167.72 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $1.1M | -2% | 14k | 79.29 |
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| Johnson & Johnson (JNJ) | 0.0 | $1.1M | -5% | 4.2k | 253.94 |
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| Hubbell (HUBB) | 0.0 | $1.1M | -17% | 2.0k | 523.28 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.0M | -8% | 27k | 37.02 |
|
| Gilead Sciences (GILD) | 0.0 | $1.0M | +44% | 7.9k | 126.33 |
|
| Progressive Corporation (PGR) | 0.0 | $988k | NEW | 4.5k | 218.47 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $972k | +98% | 21k | 46.77 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $965k | -36% | 18k | 52.41 |
|
| Block Cl A (XYZ) | 0.0 | $958k | +21% | 13k | 76.00 |
|
| BP Sponsored Adr (BP) | 0.0 | $957k | +4% | 26k | 36.95 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $931k | -4% | 30k | 31.38 |
|
| Abbott Laboratories (ABT) | 0.0 | $925k | -27% | 10k | 90.74 |
|
| Stryker Corporation (SYK) | 0.0 | $908k | -36% | 2.9k | 314.89 |
|
| Nrg Energy Com New (NRG) | 0.0 | $906k | +65% | 6.2k | 146.06 |
|
| SYSCO Corporation (SYY) | 0.0 | $873k | -28% | 10k | 83.58 |
|
| Ge Vernova (GEV) | 0.0 | $860k | -9% | 732.00 | 1175.10 |
|
| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $848k | +25% | 28k | 30.02 |
|
| Ross Stores (ROST) | 0.0 | $831k | -5% | 3.9k | 212.85 |
|
| Baxter International (BAX) | 0.0 | $827k | NEW | 39k | 21.32 |
|
| Servicenow (NOW) | 0.0 | $825k | -8% | 8.3k | 99.28 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $824k | +143% | 94k | 8.78 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $821k | -3% | 14k | 60.22 |
|
| AutoNation (AN) | 0.0 | $809k | -17% | 4.4k | 185.79 |
|
| Barclays Adr (BCS) | 0.0 | $807k | -4% | 30k | 26.86 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $799k | -14% | 3.3k | 245.28 |
|
| Intercontinental Exchange (ICE) | 0.0 | $796k | -18% | 6.5k | 123.12 |
|
| Expedia Group Com New (EXPE) | 0.0 | $777k | +2% | 3.0k | 255.91 |
|
| Simpson Manufacturing (SSD) | 0.0 | $774k | NEW | 3.7k | 209.36 |
|
| Tractor Supply Company (TSCO) | 0.0 | $763k | NEW | 24k | 31.61 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $763k | -51% | 6.7k | 114.18 |
|
| Performance Food (PFGC) | 0.0 | $751k | -8% | 6.7k | 111.79 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $741k | -14% | 5.3k | 140.50 |
|
| Caterpillar (CAT) | 0.0 | $725k | +92% | 681.00 | 1064.71 |
|
| Astera Labs (ALAB) | 0.0 | $705k | -21% | 1.5k | 483.02 |
|
| Comfort Systems USA (FIX) | 0.0 | $699k | -12% | 353.00 | 1980.55 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $698k | +5% | 21k | 33.83 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $696k | NEW | 9.8k | 70.88 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $693k | -9% | 18k | 38.34 |
|
| Rubrik Cl A (RBRK) | 0.0 | $688k | +24% | 8.6k | 80.28 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $680k | -7% | 12k | 55.49 |
|
| Ge Aerospace Com New (GE) | 0.0 | $674k | -19% | 1.8k | 373.67 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $673k | +133% | 11k | 62.89 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $659k | NEW | 23k | 29.33 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $656k | NEW | 4.3k | 151.00 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $650k | -3% | 12k | 52.42 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $650k | NEW | 2.0k | 329.81 |
|
| Leidos Holdings (LDOS) | 0.0 | $647k | -15% | 6.3k | 102.98 |
|
| Hershey Company (HSY) | 0.0 | $646k | -24% | 3.7k | 175.45 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $640k | -24% | 6.6k | 96.44 |
|
| Sandisk Corp (SNDK) | 0.0 | $637k | NEW | 280.00 | 2273.73 |
|
| Medical Properties Trust (MPT) | 0.0 | $626k | NEW | 136k | 4.62 |
|
| MKS Instruments (MKSI) | 0.0 | $626k | -6% | 1.4k | 444.64 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $615k | -13% | 4.3k | 143.10 |
|
| Key (KEY) | 0.0 | $593k | NEW | 26k | 23.05 |
|
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $593k | +108% | 22k | 27.37 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $591k | -4% | 637.00 | 927.77 |
|
| Msci (MSCI) | 0.0 | $589k | -55% | 1.1k | 560.02 |
|
| Emerson Electric (EMR) | 0.0 | $572k | 4.0k | 143.16 |
|
|
| Vistra Energy (VST) | 0.0 | $557k | -26% | 3.5k | 158.61 |
|
| Haleon Spon Ads (HLN) | 0.0 | $557k | -11% | 60k | 9.33 |
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $555k | NEW | 20k | 28.11 |
|
| Amer Sports Com Shs (AS) | 0.0 | $539k | NEW | 16k | 33.84 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $536k | -6% | 28k | 19.32 |
|
| Citizens Financial (CFG) | 0.0 | $536k | NEW | 7.6k | 70.07 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $533k | NEW | 11k | 47.94 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $532k | -7% | 2.8k | 190.92 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.0 | $532k | +52% | 10k | 51.91 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $522k | +114% | 55k | 9.58 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $518k | +126% | 2.7k | 190.78 |
|
| Amgen (AMGN) | 0.0 | $515k | -18% | 1.4k | 362.20 |
|
| Southwest Airlines (LUV) | 0.0 | $508k | NEW | 9.9k | 51.42 |
|
| Generac Holdings (GNRC) | 0.0 | $493k | NEW | 1.7k | 292.81 |
|
| Nextera Energy (NEE) | 0.0 | $493k | 5.6k | 87.77 |
|
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $492k | +56% | 5.3k | 93.74 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $491k | NEW | 2.5k | 197.10 |
|
| Live Nation Entertainment (LYV) | 0.0 | $483k | -16% | 2.6k | 183.11 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $482k | 5.3k | 91.68 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $481k | -43% | 2.5k | 190.52 |
|
| Apollo Global Mgmt (APO) | 0.0 | $478k | +7% | 4.0k | 118.31 |
|
| Maplebear (CART) | 0.0 | $469k | NEW | 9.9k | 47.35 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $466k | 15k | 31.40 |
|
|
| Dex (DXCM) | 0.0 | $447k | -32% | 6.6k | 67.35 |
|
| Cigna Corp (CI) | 0.0 | $447k | NEW | 1.6k | 275.66 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $445k | -4% | 2.2k | 205.29 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $443k | NEW | 13k | 33.28 |
|
| Iqvia Holdings (IQV) | 0.0 | $441k | -8% | 2.3k | 193.22 |
|
| Unity Software (U) | 0.0 | $440k | -11% | 15k | 28.58 |
|
| Pure Storage Cl A (P) | 0.0 | $435k | 5.5k | 78.79 |
|
|
| Liberty Cap Corp Ser C Gci Group (GLIBK) | 0.0 | $434k | NEW | 20k | 21.56 |
|
| Twilio Cl A (TWLO) | 0.0 | $434k | 2.1k | 206.33 |
|
|
| Intuit (INTU) | 0.0 | $430k | NEW | 1.6k | 261.02 |
|
| Quanta Services (PWR) | 0.0 | $425k | -18% | 590.00 | 720.48 |
|
| Burlington Stores (BURL) | 0.0 | $423k | -9% | 1.3k | 316.80 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $421k | -6% | 5.6k | 74.89 |
|
| Home Depot (HD) | 0.0 | $421k | -71% | 1.2k | 352.54 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $415k | NEW | 13k | 33.26 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $414k | -20% | 833.00 | 496.73 |
|
| UnitedHealth (UNH) | 0.0 | $413k | -35% | 994.00 | 415.69 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $410k | 4.3k | 94.93 |
|
|
| International Paper Company (IP) | 0.0 | $409k | NEW | 11k | 38.10 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $402k | +49% | 5.0k | 80.89 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $402k | -10% | 430.00 | 934.47 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $394k | NEW | 2.8k | 142.21 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $394k | +5% | 22k | 17.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $386k | 1.3k | 303.19 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $385k | NEW | 4.0k | 95.83 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $384k | -5% | 2.9k | 134.11 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $378k | +6% | 4.6k | 82.86 |
|
| Steel Dynamics (STLD) | 0.0 | $375k | -23% | 1.6k | 229.42 |
|
| Qualcomm (QCOM) | 0.0 | $369k | -32% | 2.0k | 184.75 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $367k | +117% | 23k | 16.03 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $359k | -57% | 1.4k | 260.36 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $351k | 801.00 | 437.64 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $350k | +77% | 7.3k | 48.06 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 0.0 | $344k | NEW | 6.6k | 52.17 |
|
| Blackrock Etf Trust Ii Isha Secu In Etf (SECU) | 0.0 | $344k | NEW | 6.9k | 49.86 |
|
| Molina Healthcare (MOH) | 0.0 | $342k | NEW | 1.5k | 228.70 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $339k | NEW | 4.3k | 78.95 |
|
| Targa Res Corp (TRGP) | 0.0 | $339k | -11% | 1.3k | 268.09 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $337k | -5% | 706.00 | 477.60 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $331k | NEW | 13k | 25.56 |
|
| Fiserv (FISV) | 0.0 | $329k | NEW | 6.7k | 49.05 |
|
| Allegro Microsystems Ord (ALGM) | 0.0 | $328k | NEW | 4.7k | 69.62 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $327k | NEW | 13k | 25.26 |
|
| National Fuel Gas (NFG) | 0.0 | $319k | NEW | 4.1k | 77.21 |
|
| Aptiv Com Shs (APTV) | 0.0 | $316k | -49% | 5.1k | 61.38 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $310k | -10% | 1.9k | 166.65 |
|
| Palo Alto Networks (PANW) | 0.0 | $309k | -42% | 905.00 | 341.02 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $308k | NEW | 7.2k | 42.68 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $308k | -12% | 4.1k | 74.81 |
|
| Invesco SHS (IVZ) | 0.0 | $306k | NEW | 12k | 26.39 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $305k | -21% | 1.8k | 168.45 |
|
| American Intl Group Com New (AIG) | 0.0 | $300k | NEW | 4.0k | 74.54 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $298k | -30% | 865.00 | 344.35 |
|
| Fastenal Company (FAST) | 0.0 | $293k | 6.1k | 48.03 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $293k | -23% | 22k | 13.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $284k | -6% | 567.00 | 500.39 |
|
| Wingstop (WING) | 0.0 | $283k | NEW | 1.6k | 173.43 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $280k | NEW | 938.00 | 298.01 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $279k | NEW | 3.3k | 84.58 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $278k | -7% | 21k | 13.22 |
|
| Union Pacific Corporation (UNP) | 0.0 | $273k | -13% | 1.0k | 271.94 |
|
| Southern Company (SO) | 0.0 | $272k | NEW | 2.8k | 95.70 |
|
| Western Digital (WDC) | 0.0 | $270k | NEW | 422.00 | 638.91 |
|
| Lumentum Hldgs (LITE) | 0.0 | $269k | -3% | 313.00 | 858.06 |
|
| Emcor (EME) | 0.0 | $262k | NEW | 316.00 | 830.06 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $262k | +49% | 31k | 8.44 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $259k | NEW | 2.7k | 97.05 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $256k | NEW | 981.00 | 261.37 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $253k | -14% | 9.3k | 27.19 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $252k | -42% | 795.00 | 317.41 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $252k | 3.8k | 66.60 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $251k | -12% | 1.3k | 189.66 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $251k | NEW | 6.4k | 38.99 |
|
| Mongodb Cl A (MDB) | 0.0 | $244k | NEW | 727.00 | 335.90 |
|
| TJX Companies (TJX) | 0.0 | $240k | NEW | 1.6k | 151.46 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $235k | NEW | 1.4k | 173.11 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $233k | NEW | 876.00 | 265.51 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $232k | -6% | 13k | 17.97 |
|
| Medtronic SHS (MDT) | 0.0 | $232k | -68% | 3.0k | 78.24 |
|
| 3M Company (MMM) | 0.0 | $226k | -42% | 1.4k | 161.96 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $225k | -39% | 747.00 | 301.03 |
|
| Roper Industries (ROP) | 0.0 | $223k | 659.00 | 338.15 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $219k | +10% | 3.4k | 64.60 |
|
| Kemper Corp Del (KMPR) | 0.0 | $217k | NEW | 8.0k | 26.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $215k | NEW | 910.00 | 236.62 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $215k | NEW | 6.3k | 33.88 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $215k | NEW | 1.4k | 156.95 |
|
| Alaska Air (ALK) | 0.0 | $212k | NEW | 4.1k | 52.20 |
|
| Sofi Technologies (SOFI) | 0.0 | $212k | -24% | 12k | 17.93 |
|
| Cisco Systems (CSCO) | 0.0 | $208k | NEW | 1.8k | 117.46 |
|
| Wal-Mart Stores (WMT) | 0.0 | $208k | -36% | 1.8k | 113.28 |
|
| Howmet Aerospace (HWM) | 0.0 | $208k | NEW | 774.00 | 268.80 |
|
| At&t (T) | 0.0 | $207k | NEW | 10k | 20.70 |
|
| Dollar General (DG) | 0.0 | $207k | NEW | 1.8k | 115.11 |
|
| Saia (SAIA) | 0.0 | $206k | NEW | 489.00 | 421.16 |
|
| Prudential Adr (PUK) | 0.0 | $203k | -26% | 7.6k | 26.81 |
|
| Kkr & Co (KKR) | 0.0 | $202k | -62% | 2.2k | 91.78 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $200k | NEW | 18k | 10.90 |
|
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $176k | +242% | 77k | 2.29 |
|
| Niq Global Intelligence Ordinary Shares (NIQ) | 0.0 | $136k | NEW | 15k | 9.35 |
|
| Newell Rubbermaid (NWL) | 0.0 | $98k | NEW | 16k | 6.14 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2026 Q2 filed Aug. 13, 2026
- 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