Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings251 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 521,089 | $274M | 8.7% | $513.70 | 0.00% | 1 qtr | New 95 |
SPDR PORTFOLIO S&P 500 GROWT | 3.6M | $262.6M | 8.4% | $72.36 | 0.00% | 1 qtr | New 95 |
ABACUS FCF ETF TR | 3.7M | $226.4M | 7.2% | $59.99 | 0.00% | 1 qtr | New 95 |
ISHARES CORE MSCI EAFE ETF | 2.9M | $213.2M | 6.8% | $69.20 | 0.00% | 1 qtr | New 94 |
ISHARES TR | 2.1M | $208.6M | 6.7% | $89.20 | 0.00% | 1 qtr | New 94 |
BLACKROCK ETF TRUST II | 3.1M | $163.9M | 5.2% | $45.43 | 0.00% | 1 qtr | New 94 |
ISHARES MBS ETF | 1.7M | $158M | 5.0% | $83.64 | 0.00% | 1 qtr | New 94 |
SPDR SERIES TRUST | 3.1M | $152.9M | 4.9% | $48.30 | 0.00% | 1 qtr | New 84 |
ISHA CURR HEDGED MSCI EAFE | 4.3M | $148.6M | 4.7% | $32.32 | 0.00% | 1 qtr | New 84 |
ISHARES USTECHNOLOGY ETF | 882,744 | $119.2M | 3.8% | $134.62 | 0.00% | 1 qtr | New 83 |
ISHARES 1-5Y INV GRADE CORP | 2.3M | $116.2M | 3.7% | $46.15 | 0.00% | 1 qtr | New 83 |
ISHARES EDGE MSCI MIN VOL US | 993,616 | $83M | 2.6% | $81.30 | 0.00% | 1 qtr | New 77 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 118,864 | $62.2M | 2.0% | $512.04 | 0.00% | 1 qtr | New 67 |
HEALTH CARE SELECT SECTOR SPDR | 363,263 | $53.7M | 1.7% | $143.42 | 0.00% | 1 qtr | New 67 |
TCW ETF TRUST | 774,499 | $53M | 1.7% | $67.94 | 0.00% | 1 qtr | New 67 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 479,451 | $53M | 1.7% | $107.00 | 0.00% | 1 qtr | New 67 |
ISHARES CORE MSCI EMERGING | 965,906 | $49.8M | 1.6% | $48.57 | 0.00% | 1 qtr | New 67 |
SPDR SERIES TRUST | 488,645 | $46.5M | 1.5% | $83.86 | 0.00% | 1 qtr | New 67 |
ISHARES 20 PLUS YEAR TREASURY BD | 468,677 | $44.3M | 1.4% | $85.28 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 444,804 | $44.2M | 1.4% | $89.73 | 0.00% | 1 qtr | New 67 |
Dynasty Wealth Management, LLC manages $3.1B across 251 positions as of Q1 2024. Top holdings: IVV (8.7%), SPYG (8.4%), ABFL (7.2%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 249 new positions, 1 exits, 2 increased. Top move: IVV (NEW, conviction 95). Portfolio: $3.1B across 251 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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