Dynasty Wealth Management, LLC 13F Holdings
CIK 0001727599 · ST. PETERSBURG, FL
As of Sep 30, 2025, Dynasty Wealth Management, LLC reported 309 positions worth $7.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 906,088 | $606.4M | 8.14% |
| TRIMTABS ETF TR | ABFL | — | 7,972,304 | $573.8M | 7.70% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 3,673,763 | $383.9M | 5.15% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 7,011,069 | $376.2M | 5.05% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 6,278,395 | $371.7M | 4.99% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 6,375,936 | $339.5M | 4.56% |
| TCW TRANSFORM SYSTEMS ETF | PWRD | — | 3,241,520 | $316.7M | 4.25% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 3,579,254 | $312.5M | 4.20% |
| FIDELITY TOTAL BOND ETF | FBND | — | 6,656,599 | $307.8M | 4.13% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 4,184,691 | $275.9M | 3.70% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 2,725,298 | $273.2M | 3.67% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 4,732,922 | $261.9M | 3.52% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 3,761,884 | $259.4M | 3.48% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 1,114,634 | $218.3M | 2.93% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 4,194,769 |