Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings247 positions
ISHARES TR | 825,799 | $486.1M | 8.4% | $528.16 | +9.14% | 4 qtrssince 2024-Q1 | Increased 76 |
TRIMTABS ALL CAP US FREE-CAS | 7M | $467.8M | 8.1% | $62.29 | +5.49% | 4 qtrssince 2024-Q1 | Increased 91 |
BLACKROCK ETF TRUST II | 6.4M | $331M | 5.7% | $47.59 | 0.00% | 1 qtr | New 96 |
SPDR SERIES TRUST | 3.5M | $311.4M | 5.4% | $87.07 | 0.00% | 1 qtr | New 95 |
ISHARES TR | 2.9M | $285.7M | 4.9% | $90.13 | +1.00% | 4 qtrssince 2024-Q1 | Decreased 0 |
FIDELITY COVINGTON TRUST | 5.6M | $258.1M | 4.5% | $46.74 | 0.00% | 1 qtr | New 85 |
ISHARES TR | 3.7M | $257.5M | 4.4% | $71.35 | -5.01% | 4 qtrssince 2024-Q1 | Decreased 0 |
BLACKROCK ETF TRUST | 4.8M | $244.9M | 4.2% | $50.34 | 0.00% | 1 qtr | New 85 |
ISHARES TR | 1.4M | $224M | 3.9% | $146.38 | +8.71% | 4 qtrssince 2024-Q1 | Increased 79 |
TCW ETF TRUST | 2.7M | $193.3M | 3.3% | $71.13 | +1.71% | 4 qtrssince 2024-Q1 | Increased 90 |
ISHARES TR | 2M | $180.6M | 3.1% | $84.57 | +1.35% | 4 qtrssince 2024-Q1 | Decreased 0 |
SPDR SERIES TRUST | 3.3M | $169.3M | 2.9% | $48.44 | +2.33% | 4 qtrssince 2024-Q1 | Increased 78 |
ISHARES TR | 4.5M | $155M | 2.7% | $32.71 | 0.00% | 1 qtr | New 78 |
ISHARES INC | 2.6M | $135.7M | 2.3% | $50.76 | +0.08% | 4 qtrssince 2024-Q1 | Increased 84 |
FIDELITY MERRIMACK STR TR | 2.9M | $131.9M | 2.3% | $41.42 | +0.69% | 3 qtrssince 2024-Q2 | Increased 84 |
FIDELITY COVINGTON TRUST | 2M | $125.6M | 2.2% | $59.04 | +2.92% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 1.2M | $106.9M | 1.8% | $81.48 | +6.23% | 4 qtrssince 2024-Q1 | Increased 51 |
ISHARES TR | 523,946 | $93.3M | 1.6% | $170.25 | +2.94% | 4 qtrssince 2024-Q1 | Increased 76 |
TRIMTABS ETF TR | 3.2M | $90.9M | 1.6% | $27.63 | -0.90% | 4 qtrssince 2024-Q1 | Increased 76 |
ISHARES TR | 720,964 | $83.1M | 1.4% | $110.66 | +1.72% | 4 qtrssince 2024-Q1 | Decreased 0 |
Dynasty Wealth Management, LLC manages $5.8B across 247 positions as of Q4 2024. Top holdings: IVV (8.4%), ABFL (8.1%), BINC (5.7%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 52 new positions, 29 exits, 118 increased. Top move: BINC (NEW, conviction 96). Portfolio: $5.8B across 247 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR