How many stocks does Dynasty Wealth Management, LLC own?

As of Q4 2025, Dynasty Wealth Management, LLC holds 336 positions in their 13F portfolio.

What is Dynasty Wealth Management, LLC's largest holding?

IVV at 7.1% of portfolio, worth $726.7M.

What is Dynasty Wealth Management, LLC's total portfolio value?

$10.2B as of Q4 2025, tracked across 336 holdings.

Is Dynasty Wealth Management, LLC a hedge fund?

Dynasty Wealth Management, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Dynasty Wealth Management, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Dynasty Wealth Management, LLC's portfolio changed in Q4 2025?

View Dynasty Wealth Management, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Dynasty Wealth Management, LLC's investment strategy?

Dynasty Wealth Management, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Dynasty Wealth Management, LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Dynasty Wealth Management, LLC

Institutional investor · Portfolio as of Q4 2025

Weak(1.0 / 5.0)

$10.2B

AUM

336

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Dynasty Wealth Management, LLC manages $10.2B across 336 positions as of Q4 2025. Top holdings: IVV (7.1%), ABFL (5.8%), DYNF (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.

Q4 2025 Summary

Active quarter - 54 new positions, 21 exits, 205 increased. Top move: PWRD (INCREASED, conviction 89). Portfolio: $10.2B across 336 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV7.14%

ABFL5.76%

DYNF5.69%

PWRD5.01%

BINC4.66%

IEFA4.55%

IEMG4.45%

SPYG4.02%

FBCG4.01%

FBND3.91%

Other3.90%

Similar Funds

Funds with similar investing DNA

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$14.3B

Unisphere Establishment

$13.4B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU8Q held

MICRON TECHNOLOGY INC

Avg $142.13 · $4.1M est. P&L

Est. P&L

+167.14%

VRT8Q held

VERTIV HOLDINGS CO

Avg $111.20 · $669,417 est. P&L

Est. P&L

+119.83%

KEYS8Q held

KEYSIGHT TECHNOLOGIES INC

Avg $150.20 · $1M est. P&L

Est. P&L

+101.43%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 336

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF ISHARES TR	1.1M	$726.7M	7.1%	—	$576.86	+18.46%	8 qtrssince 2024-Q1	Increased 72
ABFLETF ABACUS FCF ETF TR	8.2M	$586.6M	5.8%	—	$64.56	+12.31%	8 qtrssince 2024-Q1	Increased 63
DYNFETF BLACKROCK ETF TRUST	9.5M	$579.5M	5.7%	—	$55.53	+9.04%	5 qtrssince 2024-Q4	Increased 85
PWRDETF TCW ETF TRUST	5.3M	$509.9M	5.0%	—	$85.16	+21.87%	8 qtrssince 2024-Q1	Increased 89
BINCETF BLACKROCK ETF TRUST II	9M	$474.5M	4.7%	—	$50.14	+5.36%	5 qtrssince 2024-Q4	Increased 77
IEFAETF ISHARES TR	5.2M	$463.6M	4.6%	—	$78.62	+18.90%	8 qtrssince 2024-Q1	Increased 78
IEMGETF ISHARES INC	6.7M	$453.1M	4.4%	—	$58.84	+21.99%	8 qtrssince 2024-Q1	Increased 83
SPYGETF SPDR SERIES TRUST	3.8M	$409.3M	4.0%	—	$90.96	+12.93%	5 qtrssince 2024-Q4	Increased 60
FBCGETF FIDELITY COVINGTON TRUST	7.4M	$408.1M	4.0%	—	$47.78	+9.84%	5 qtrssince 2024-Q4	Increased 61
FBNDETF FIDELITY MERRIMACK STR TR	8.7M	$398.3M	3.9%	—	$43.99	+5.37%	7 qtrssince 2024-Q2	Increased 72
Showing 10 of 336 results.326 more with Pro.PROUpgrade to see all →