§ 13F · FUND PROFILE
Dynasty Wealth Management, LLC.
AUM · $13.5B (13F)Positions · 367Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.22M | $917M | 6.8% | +3% |
| 2 | DYNF | BLACKROCK ETF TRUST | 11.68M | $795M | 5.9% | +6% |
| 3 | BAI | BLACKROCK ETF TRUST | 14.15M | $746M | 5.5% | −28% |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | 9.05M | $719M | 5.3% | +10% |
| 5 | BINC | BLACKROCK ETF TRUST II | 13.12M | $687M | 5.1% | +9% |
| 6 | PWRD | TCW ETF TRUST | 5.52M | $679M | 5.0% | −16% |
| 7 | IEFA | ISHARES TR | 6.33M | $611M | 4.5% | +7% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 10.97M | $499M | 3.7% | +7% |
| 9 | SPYG | SPDR SERIES TRUST | 3.81M | $454M | 3.4% | ±0% |
| 10 | EMOP | AB ACTIVE ETFS INC | 8.63M | $451M | 3.3% | +4% |
§ 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 $13.5 billion in assets. The fund runs a broad portfolio of 367 positions.
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