Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings367 positions
iShares Trust CORE S&P500 ETF | 1.2M | $916.7M | 6.8% | $584.31 | +33.02% | 10 qtrssince 2024-Q1 | Increased 63 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 11.7M | $794.7M | 5.9% | $56.03 | +25.12% | 7 qtrssince 2024-Q4 | Increased 65 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 14.2M | $746M | 5.5% | $33.59 | +41.69% | 3 qtrssince 2025-Q4 | Decreased 0 |
JPMORGAN ACTIVE VALUE ETF | 9.1M | $718.9M | 5.3% | $70.25 | +15.37% | 6 qtrssince 2025-Q1 | Increased 68 |
ISHARES FLEXIBLE INCOME ACTIVE ETF | 13.1M | $686.8M | 5.1% | $49.54 | +2.23% | 7 qtrssince 2024-Q4 | Increased 67 |
TCW TRANSFORM SYSTEMS ETF | 5.5M | $679.1M | 5.0% | $87.44 | +21.74% | 10 qtrssince 2024-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 6.3M | $610.9M | 4.5% | $81.49 | +17.64% | 10 qtrssince 2024-Q1 | Increased 62 |
FIDELITY TOTAL BOND ETF | 11M | $499M | 3.7% | $43.44 | +0.03% | 9 qtrssince 2024-Q2 | Increased 62 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.8M | $453.5M | 3.4% | $90.09 | +38.45% | 7 qtrssince 2024-Q4 | Decreased 0 |
AB EMERGING MARKETS OPPORTUNITIES ETF | 8.6M | $450.5M | 3.3% | $45.45 | +12.19% | 2 qtrssince 2026-Q1 | Increased 60 |
FIDELITY BLUE CHIP GROWTH ETF | 7.1M | $438.2M | 3.3% | $47.78 | +33.00% | 7 qtrssince 2024-Q4 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 3M | $367M | 2.7% | $109.00 | +16.61% | 4 qtrssince 2025-Q3 | Increased 54 |
ABACUS FCF LEADERS ETF | 4.2M | $364.5M | 2.7% | $64.29 | +26.70% | 10 qtrssince 2024-Q1 | Increased 54 |
ISHARES MSCI EAFE VALUE ETF | 4.7M | $359.7M | 2.7% | $69.60 | +12.02% | 7 qtrssince 2024-Q4 | Increased 68 |
ISHARES RUSSELL 1000 ETF | 838,203 | $343.2M | 2.6% | $408.34 | +3.47% | 5 qtrssince 2025-Q2 | Increased 86 |
ISHARES TR | 2.9M | $287M | 2.1% | $91.57 | +3.34% | 10 qtrssince 2024-Q1 | Increased 56 |
ISHARES INC | 3.2M | $262.5M | 2.0% | $63.18 | +27.42% | 10 qtrssince 2024-Q1 | Increased 58 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 4.1M | $248.2M | 1.8% | $50.27 | +23.71% | 10 qtrssince 2024-Q1 | Increased 50 |
ISHARES TOTAL RETURN ACTIVE ETF | 4.9M | $244.5M | 1.8% | $49.44 | -3.25% | 3 qtrssince 2025-Q4 | Increased 58 |
JPMORGAN CORE PLUS BOND ETF | 5M | $235.6M | 1.8% | $46.12 | -2.92% | 3 qtrssince 2025-Q4 | Increased 55 |
Dynasty Wealth Management, LLC manages $13.5B across 367 positions as of Q2 2026. Top holdings: IVV (6.8%), DYNF (5.9%), BAI (5.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 72 new positions, 38 exits, 126 increased. Top move: IWB (INCREASED, conviction 86). Portfolio: $13.5B across 367 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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