StockDriftsStockDriftsTop 50 Dynasty Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.8% | 1.19M | $779.6M | +12.48%(+132.41K) | $578.15(+29.99%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 5.65% | 19.65M | $647.5M | +64.58%(+7.71M) | $33.49(+45.23%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.61% | 11.06M | $643.6M | +16.08%(+1.53M) | $55.21(+21.68%) | 2026-03-31 | |
| PWRD | TCW ETF TRUST | 5.6% | 6.57M | $642.4M | +23.90%(+1.27M) | $87.07(+31.52%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.44% | 12.03M | $624.5M | +33.73%(+3.03M) | $52.62(-0.79%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.13% | 8.20M | $588.2M | +71.63%(+3.42M) | $68.11(+12.38%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.69% | 5.94M | $537.5M | +14.55%(+754.25K) | $79.83(+21.40%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.06% | 10.21M | $465.8M | +18.04%(+1.56M) | $45.66(-0.35%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.26% | 3.82M | $373.7M | -0.50%(-19.28K) | $76.20(+57.84%) | 2026-03-31 | |
| EMOP | AB ACTIVE ETFS INC | 3.16% | 8.26M | $361.9M | new | $42.17(+22.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.92% | +5.87% |
| Top 20 Holdings Unweighted | +3.02% | +9.34% |
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