account_balance

Investment manager · 13F filer · SEC CIK 1727599

Dynasty Wealth Management, LLC

Reported value$13Bas of Sep 30, 2026
Positions339 15 new, 43 sold out
Top 10 weight51.0%IVV alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 7.2% Held
DYNF BlackRock ETF Trust 6.7% Added +7%
JAVA J P Morgan Exchange Traded F 5.9% Added +6%
BAI BlackRock ETF Trust 5.4% Added +6%
BINC BlackRock ETF Trust II 5.0% Trimmed −3%
IEFA iShares Tr 4.8% Held
PWRD TCW ETF Trust 4.7% Added +5%
FBND Fidelity Merrimack STR Tr 4.0% Added +8%
FBCG Fidelity Covington Trust 3.7% Added +8%
EMOP Ab Active Etfs Inc 3.7% Added +8%
EFV iShares Tr 3.0% Added +112%
IWF iShares Tr 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • ABLD +2450%
  • QUAL +291%
  • ITA +219%
  • EFV +112%
arrow_downwardTrimmed
  • XLF −55%
  • MBB −26%
  • BINC −3%
remove_circleSold out
  • SPYG $454M
  • HEFA $167M
  • FESM $87.2M
  • MUNI $28.8M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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