Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings333 positions
iShares Trust CORE S&P500 ETF | 1.2M | $779.6M | 6.8% | $580.14 | +11.97% | 9 qtrssince 2024-Q1 | Increased 69 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 19.7M | $647.5M | 5.6% | $33.59 | -0.31% | 2 qtrssince 2025-Q4 | Increased 89 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 11.1M | $643.6M | 5.6% | $55.37 | +4.67% | 6 qtrssince 2024-Q4 | Increased 71 |
TCW TRANSFORM SYSTEMS ETF | 6.6M | $642.4M | 5.6% | $87.44 | +11.76% | 9 qtrssince 2024-Q1 | Increased 75 |
ISHARES FLEXIBLE INCOME ACTIVE ETF | 12M | $624.5M | 5.4% | $49.33 | +2.96% | 6 qtrssince 2024-Q4 | Increased 79 |
JPMORGAN ACTIVE VALUE ETF | 8.2M | $588.2M | 5.1% | $69.30 | +7.80% | 5 qtrssince 2025-Q1 | Increased 91 |
ISHARES CORE MSCI EAFE ETF | 5.9M | $537.5M | 4.7% | $80.51 | +16.12% | 9 qtrssince 2024-Q1 | Increased 66 |
FIDELITY TOTAL BOND ETF | 10.2M | $465.8M | 4.1% | $43.30 | +3.77% | 8 qtrssince 2024-Q2 | Increased 67 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.8M | $373.7M | 3.3% | $90.09 | +8.42% | 6 qtrssince 2024-Q4 | Decreased 0 |
AB EMERGING MARKETS OPPORTUNITIES ETF | 8.3M | $361.9M | 3.2% | $45.15 | 0.00% | 1 qtr | New 86 |
FIDELITY BLUE CHIP GROWTH ETF | 7.2M | $360.2M | 3.1% | $47.78 | +9.84% | 6 qtrssince 2024-Q4 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 2.9M | $311.9M | 2.7% | $109.00 | -2.38% | 3 qtrssince 2025-Q3 | Increased 86 |
ABACUS FCF LEADERS ETF | 4.2M | $298.8M | 2.6% | $64.05 | +10.76% | 9 qtrssince 2024-Q1 | Decreased 0 |
ISHARES TR | 2.7M | $272M | 2.4% | $91.18 | +7.05% | 9 qtrssince 2024-Q1 | Decreased 0 |
ISHARES MSCI EAFE VALUE ETF | 3.5M | $261.9M | 2.3% | $67.28 | +7.65% | 6 qtrssince 2024-Q4 | Increased 85 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 4M | $224.7M | 2.0% | $49.98 | +12.21% | 9 qtrssince 2024-Q1 | Increased 53 |
JPMORGAN CORE PLUS BOND ETF | 4.4M | $209.1M | 1.8% | $46.06 | +0.19% | 2 qtrssince 2025-Q4 | Increased 57 |
ISHARES TOTAL RETURN ACTIVE ETF | 4M | $202.1M | 1.8% | $49.34 | -0.13% | 2 qtrssince 2025-Q4 | Increased 78 |
ISHARES 10-20 YEAR TREASURY BOND ETF | 1.8M | $184.8M | 1.6% | $98.29 | +0.53% | 9 qtrssince 2024-Q1 | Increased 66 |
ISHARES INC | 2.6M | $181.1M | 1.6% | $58.84 | +21.99% | 9 qtrssince 2024-Q1 | Decreased 0 |
Dynasty Wealth Management, LLC manages $11.5B across 333 positions as of Q1 2026. Top holdings: IVV (6.8%), BAI (5.6%), DYNF (5.6%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 53 new positions, 56 exits, 131 increased. Top move: JAVA (INCREASED, conviction 91). Portfolio: $11.5B across 333 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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