How many stocks does Dynasty Wealth Management, LLC own?

As of Q2 2026, Dynasty Wealth Management, LLC holds 367 positions in their 13F portfolio.

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

IVV at 6.8% of portfolio, worth $916.7M.

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

$13.5B as of Q2 2026, tracked across 367 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 Q2 2026?

View Dynasty Wealth Management, LLC's latest portfolio changes, new positions, and exits for Q2 2026 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

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings367 positions

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Activity:

				Price Trend
IVV ETF ISHARES S&P 500	1.2M	$916.7M	6.8%	—	$584.31	+30.60%	10 qtrssince 2024-Q1	Increased 63
DYNF ETF BLACKROCK ETF TRUST	11.7M	$794.7M	5.9%	—	$56.03	+18.50%	7 qtrssince 2024-Q4	Increased 65
BAI ETF BlackRock ETF Trust	14.2M	$746M	5.5%	—	$33.16	+8.47%	3 qtrssince 2025-Q4	Decreased 0
JAVA ETF JPMorgan Active Value ETF	9.1M	$718.9M	5.3%	—	$68.79	+22.83%	6 qtrssince 2025-Q1	Increased 68
BINC ETF BLACKROCK ETF TRUST II	13.1M	$686.8M	5.1%	—	$49.10	+3.36%	7 qtrssince 2024-Q4	Increased 67
PWRD ETF TCW ETF TRUST	5.5M	$679.1M	5.0%	—	$87.44	+9.57%	10 qtrssince 2024-Q1	Decreased 0
IEFA ETF ISHARES EAFE-IEFA	6.3M	$610.9M	4.5%	—	$80.13	+21.25%	10 qtrssince 2024-Q1	Increased 62
FBND ETF FIDELITY MERRIMACK STR TR	11M	$499M	3.7%	—	$42.94	+2.56%	9 qtrssince 2024-Q2	Increased 62
SPYG ETF SPDR SER TR	3.8M	$453.5M	3.4%	—	$90.09	+26.81%	7 qtrssince 2024-Q4	Decreased 0
EMOP ETF AB ACTIVE ETFS INC	8.6M	$450.5M	3.3%	—	$44.18	+3.24%	2 qtrssince 2026-Q1	Increased 60
FBCG ETF FIDELITY COVINGTON TRUST	7.1M	$438.2M	3.3%	—	$47.47	+20.19%	7 qtrssince 2024-Q4	Decreased 0
IWF ETF ISHARES RUSL1000 GRW	3M	$367M	2.7%	—	$109.00	+4.60%	4 qtrssince 2025-Q3	Decreased 0
ABFL ETF ABACUS FCF ETF TR	4.2M	$364.5M	2.7%	—	$64.29	+19.16%	10 qtrssince 2024-Q1	Increased 54
EFV ETF MSCI EAFE VALUE IDX	4.7M	$359.7M	2.7%	—	$69.60	+13.34%as of Nov 3	7 qtrssince 2024-Q4	Increased 68
IWB ETF ISHR RUSSELL 1000	838,203	$343.2M	2.6%	—	$408.34	+0.62%	5 qtrssince 2025-Q2	Increased 86
AGG ETF ISHARES AGG BONDS	2.9M	$287M	2.1%	—	$90.93	+5.44%	10 qtrssince 2024-Q1	Increased 56
IEMG ETF ISHARES EMERG-IEMG	3.2M	$262.5M	2.0%	—	$62.72	+17.61%	10 qtrssince 2024-Q1	Increased 58
SPYV ETF SPDR SERIES TRUST	4.1M	$248.2M	1.8%	—	$50.27	+28.16%	10 qtrssince 2024-Q1	Increased 50
BRTR ETF BLACKROCK ETF TRUST II	4.9M	$244.5M	1.8%	—	$49.05	-1.15%	3 qtrssince 2025-Q4	Increased 58
JCPB ETF J P MORGAN EXCHANGE	5M	$235.6M	1.8%	—	$45.74	-0.89%	3 qtrssince 2025-Q4	Increased 55

$13.5B

AUM

367

Positions

Q2 2026

Filing

HI rating · 2.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$6,001,970,663	3.53618438036%
2025-Q2	$5,868,927,370	-2.2166601683%
2025-Q3	$7,490,786,806	27.6346823491%
2025-Q4	$10,182,640,752	35.9355300814%
2026-Q1	$11,469,661,372	12.6393599789%
2026-Q2	$13,456,724,365	17.324513153%