Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings224 positions
ISHARES TR | 639,855 | $369.1M | 11.2% | $514.13 | +9.48% | 3 qtrssince 2024-Q1 | Decreased 0 |
ISHARES TR | 3M | $300.6M | 9.1% | $90.13 | +4.24% | 3 qtrssince 2024-Q1 | Increased 73 |
FIDELITY COVINGTON TRUST | 3.6M | $297.2M | 9.0% | $59.04 | +0.07% | 2 qtrssince 2024-Q2 | Increased 97 |
TRIMTABS ALL CAP US FREE-CAS | 4.1M | $267.9M | 8.1% | $59.85 | +7.52% | 3 qtrssince 2024-Q1 | Increased 62 |
ISHARES TR | 3.7M | $198.1M | 6.0% | $71.35 | +4.07% | 3 qtrssince 2024-Q1 | Increased 89 |
ISHARES TR | 2.4M | $187.2M | 5.7% | $84.57 | +4.54% | 3 qtrssince 2024-Q1 | Increased 72 |
SPDR SERIES TRUST | 1.9M | $184.9M | 5.6% | $47.63 | +6.85% | 3 qtrssince 2024-Q1 | Decreased 0 |
ISHARES TR | 4.4M | $154.2M | 4.7% | $137.13 | -2.72% | 1 qtr | New 84 |
ISHARES TR | 906,996 | $136.6M | 4.1% | $139.39 | +8.46% | 3 qtrssince 2024-Q1 | Increased 74 |
STATE STR SPDR S&P 500 ETF T | 520,043 | $116.1M | 3.5% | $548.40 | +2.26% | 3 qtrssince 2024-Q1 | Increased 89 |
ISHARES TR | 1.1M | $101.4M | 3.1% | $81.05 | +9.32% | 3 qtrssince 2024-Q1 | Increased 59 |
ISHARES TR | 1.4M | $75.9M | 2.3% | $110.66 | +2.31% | 3 qtrssince 2024-Q1 | Increased 82 |
ISHARES TR | 600,838 | $58.9M | 1.8% | $84.89 | +6.26% | 3 qtrssince 2024-Q1 | Decreased 0 |
FIDELITY MERRIMACK STR TR | 1.2M | $56.8M | 1.7% | $41.02 | +4.69% | 2 qtrssince 2024-Q2 | Increased 51 |
TCW ETF TRUST | 730,619 | $54M | 1.6% | $67.91 | +8.44% | 3 qtrssince 2024-Q1 | Decreased 0 |
PROSHARES TR | 585,503 | $51.4M | 1.6% | $44.37 | +2.86% | 1 qtr | New 67 |
INVESCO EXCHANGE TRADED FD T | 237,474 | $42.5M | 1.3% | $173.42 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 225,544 | $40.1M | 1.2% | $163.63 | +7.51% | 3 qtrssince 2024-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 554,817 | $39.8M | 1.2% | $62.89 | +9.87% | 3 qtrssince 2024-Q1 | Increased 46 |
TRIMTABS ETF TR | 1.2M | $38.6M | 1.2% | $28.02 | +6.18% | 3 qtrssince 2024-Q1 | Decreased 0 |
Dynasty Wealth Management, LLC manages $3.3B across 224 positions as of Q3 2024. Top holdings: IVV (11.2%), AGG (9.1%), FVAL (9.0%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 45 exits, 110 increased. Top move: FVAL (INCREASED, conviction 97). Portfolio: $3.3B across 224 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
Verify source filings on SEC EDGAR