§ 13F · FUND PROFILE
Dynasty Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5868.9T (13F)Positions · 228Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1163.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.06M | $725.8T | 7.1% | +17% |
| 2 | ABFL | ABACUS FCF ETF TR | 8.22M | $586.6T | 5.8% | +3% |
| 3 | DYNF | BLACKROCK ETF TRUST | 9.53M | $579.5T | 5.7% | +52% |
| 4 | PWRD | TCW ETF TRUST | 5.30M | $509.9T | 5.0% | +64% |
| 5 | IEFA | ISHARES TR | 5.18M | $463.6T | 4.6% | +45% |
| 6 | SPYG | SPDR SERIES TRUST | 3.84M | $409.3T | 4.0% | +4% |
| 7 | FBCG | FIDELITY COVINGTON TRUST | 7.44M | $408.1T | 4.0% | +6% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 8.65M | $398.3T | 3.9% | +30% |
| 9 | BAI | BLACKROCK ETF TRUST | 11.94M | $397.6T | 3.9% | NEW |
| 10 | BINC | BLACKROCK ETF TRUST II | 7.15M | $377.6T | 3.7% | — |
§ 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 $5868927.4 trillion in assets. The fund runs a broad portfolio of 228 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed