Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings336 positions
iShares Trust CORE S&P500 ETF | 1.1M | $726.7M | 7.1% | $571.47 | +18.87% | 8 qtrssince 2024-Q1 | Increased 72 |
ABACUS FCF LEADERS ETF | 8.2M | $586.6M | 5.8% | $64.05 | +10.86% | 8 qtrssince 2024-Q1 | Increased 63 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 9.5M | $579.5M | 5.7% | $54.95 | +9.93% | 5 qtrssince 2024-Q4 | Increased 85 |
TCW TRANSFORM SYSTEMS ETF | 5.3M | $509.9M | 5.0% | $84.98 | +13.10% | 8 qtrssince 2024-Q1 | Increased 89 |
ISHARES FLEXIBLE INCOME ACTIVE ETF | 9M | $474.5M | 4.7% | $48.84 | +4.82% | 5 qtrssince 2024-Q4 | Increased 77 |
ISHARES CORE MSCI EAFE ETF | 5.2M | $463.6M | 4.6% | $78.62 | +14.31% | 8 qtrssince 2024-Q1 | Increased 78 |
ISHARES INC | 6.7M | $453.1M | 4.4% | $58.84 | +14.53% | 8 qtrssince 2024-Q1 | Increased 83 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3.8M | $409.3M | 4.0% | $90.09 | +18.00% | 5 qtrssince 2024-Q4 | Increased 60 |
FIDELITY BLUE CHIP GROWTH ETF | 7.4M | $408.1M | 4.0% | $47.78 | +15.61% | 5 qtrssince 2024-Q4 | Increased 61 |
FIDELITY TOTAL BOND ETF | 8.7M | $398.3M | 3.9% | $43.00 | +4.33% | 7 qtrssince 2024-Q2 | Increased 72 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 11.9M | $397.6M | 3.9% | $33.66 | 0.00% | 1 qtr | New 86 |
JPMORGAN ACTIVE VALUE ETF | 4.8M | $342.6M | 3.4% | $65.43 | +10.52% | 4 qtrssince 2025-Q1 | Increased 71 |
iShares Trust RUS 1000 GRW ETF | 657,578 | $311.2M | 3.1% | $117.94 | +0.06% | 2 qtrssince 2025-Q3 | Increased 92 |
ISHARES TR | 2.9M | $290.4M | 2.9% | $91.18 | +7.02% | 8 qtrssince 2024-Q1 | Increased 57 |
ISHARES U.S. FINANCIALS ETF | 1.8M | $227.2M | 2.2% | $129.35 | -1.57% | 2 qtrssince 2025-Q3 | Increased 85 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 3.6M | $205.7M | 2.0% | $49.39 | +13.60% | 8 qtrssince 2024-Q1 | Decreased 0 |
ISHARES U.S. TECHNOLOGY ETF | 986,140 | $196.9M | 1.9% | $149.21 | +33.71% | 8 qtrssince 2024-Q1 | Decreased 0 |
JPMORGAN CORE PLUS BOND ETF | 3.7M | $176.4M | 1.7% | $46.04 | 0.00% | 1 qtr | New 70 |
ISHARES CURRENCY HEDGED MSCI EAFE ETF | 3.6M | $147M | 1.4% | $33.40 | +21.99% | 5 qtrssince 2024-Q4 | Decreased 0 |
ISHARES 3-7 YEAR TREASURY BOND ETF | 1.2M | $139.7M | 1.4% | $115.43 | +1.20% | 4 qtrssince 2025-Q1 | Increased 76 |
Dynasty Wealth Management, LLC manages $10.2B across 336 positions as of Q4 2025. Top holdings: IVV (7.1%), ABFL (5.8%), DYNF (5.7%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 54 new positions, 21 exits, 205 increased. Top move: IWF (INCREASED, conviction 92). Portfolio: $10.2B across 336 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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