StockDriftsStockDriftsTop 50 Dynamic Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | 8.86% | 226.5K | $16.6M | +0.41%(+932) | $72.84(-0.81%) | 2026-06-30 | |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 8.84% | 101.5K | $16.6M | -0.26%(-260) | $82.46(+99.71%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 6.76% | 58.3K | $12.7M | -0.71%(-417) | $146.50(+55.30%) | 2026-06-30 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 5.74% | 230.1K | $10.8M | +9.87%(+20.67K) | $46.48(-0.80%) | 2026-06-30 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 4.82% | 153.4K | $9.0M | +2.02%(+3.04K) | $59.11(-1.24%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 4.78% | 154.1K | $9.0M | +1275.70%(+142.89K) | $58.36(-0.35%) | 2026-06-30 | |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 4.51% | 94.0K | $8.5M | -0.21%(-202) | $53.87(+63.06%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.59% | 56.6K | $6.7M | +6.00%(+3.21K) | $81.90(+50.03%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.55% | 93.6K | $6.7M | -1.68%(-1.59K) | $59.15(+25.12%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 3.28% | 59.2K | $6.2M | -0.21%(-123) | $73.18(+48.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.49% |
Dynamic Wealth Strategies, LLC reports $187.75M in US-listed equity holdings across 291 positions in its most recent 13F filing. Its largest disclosed positions are BND (8.9%), IGM (8.8%) and VTV (6.8%). The top 20 holdings account for 74.01% of reported assets. Its disclosed equity book has returned +31.42% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dynamic Wealth Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812853). View Dynamic Wealth Strategies, LLC’s 13F filings on SEC