§ 13F · FUND PROFILE
Dynasty Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.5B (13F)Positions · 309Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$618M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.19M | $780M | 6.8% | +12% |
| 2 | BAI | BLACKROCK ETF TRUST | 19.65M | $648M | 5.6% | +65% |
| 3 | DYNF | BLACKROCK ETF TRUST | 11.06M | $644M | 5.6% | +16% |
| 4 | PWRD | TCW ETF TRUST | 6.57M | $642M | 5.6% | +24% |
| 5 | BINC | BLACKROCK ETF TRUST II | 12.03M | $624M | 5.4% | +34% |
| 6 | JAVA | J P MORGAN EXCHANGE TRADED F | 8.20M | $588M | 5.1% | +72% |
| 7 | IEFA | ISHARES TR | 5.94M | $537M | 4.7% | +15% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 10.21M | $466M | 4.1% | +18% |
| 9 | SPYG | SPDR SERIES TRUST | 3.82M | $374M | 3.3% | ±0% |
| 10 | EMOP | AB ACTIVE ETFS INC | 8.26M | $362M | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DYNASTY SIGNAL
AC read
Dynasty Wealth Management, LLC is a Other fund managing $7.5 billion in assets. The fund runs a broad portfolio of 309 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed