StockDriftsStockDriftsTop 50 Dynasty Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.81% | 1.22M | $916.7M | +2.57%(+30.65K) | $581.00(+34.50%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.91% | 11.68M | $794.7M | +5.63%(+623.05K) | $55.58(+26.57%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 5.54% | 14.15M | $746.0M | -27.99%(-5.50M) | $33.49(+39.37%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.34% | 9.05M | $718.9M | +10.43%(+855.43K) | $68.75(+21.70%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 5.1% | 13.12M | $686.8M | +9.12%(+1.10M) | $52.58(-0.97%) | 2026-06-30 | |
| PWRD | TCW ETF TRUST | 5.05% | 5.52M | $679.1M | -15.94%(-1.05M) | $87.07(+30.36%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.54% | 6.33M | $610.9M | +6.55%(+388.85K) | $81.51(+24.18%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.71% | 10.97M | $499.0M | +7.44%(+759.50K) | $45.65(-1.33%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.37% | 3.81M | $453.5M | -0.13%(-5.01K) | $76.20(+61.93%) | 2026-06-30 | |
| EMOP | AB ACTIVE ETFS INC | 3.35% | 8.63M | $450.5M | +4.45%(+367.32K) | $42.39(+20.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.57% | +27.98% | — | — | +18.97% |
| Top 20 Holdings Unweighted | +5.99% | +19.06% | — | — | +19.20% |
Dynasty Wealth Management LLC reports $13.46B in US-listed equity holdings across 367 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.8%), DYNF (5.9%) and BAI (5.5%). The top 20 holdings account for 72.13% of reported assets. Its disclosed equity book has returned +27.98% on a three-year cumulative basis. 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.
Sign up free to track Dynasty Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Dynasty Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727599). View Dynasty Wealth Management LLC’s 13F filings on SEC