account_balance
Investment manager · 13F filer · SEC CIK 1812853
Dynamic Wealth Strategies, LLC
Reported value$188Mas of Sep 30, 2026
Positions298 14 new, 7 sold out
Top 10 weight55.4%BND alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Total Bond Market ETF
8.6%Added +2%
IGMiShares Expanded Tech Sector ETF
8.3%Trimmed −9%
VGSHVanguard Short-Term Treasury ETF
8.0%Added +70%
VTVVanguard Morningstar Value ETF
6.7%
VMBSVanguard Mortgage-Backed Securities ETF
5.7%Added +5%
SPHQInvesco S&P 500 Quality ETF
4.2%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
4.1%Added +10%
EMXCiShares MSCI Emerging Markets Ex China ETF
3.4%Added +12%
EFAiShares MSCI EAFE ETF
3.2%Trimmed −2%
VGITVanguard Intermediate-Term Treasury ETF
3.1%Trimmed −33%
VEAVanguard Ftse Developed Markets ETF
3.1%Trimmed −13%
GSLCTr Activebeta US Large Cap Equity ETF
2.2%
BNDVanguard Total Bond Market ETF
8.6%Added +2%
IGMiShares Expanded Tech Sector ETF
8.3%Trimmed −9%
VGSHVanguard Short-Term Treasury ETF
8.0%
VTVVanguard Morningstar Value ETF
6.7%
VMBSVanguard Mortgage-Backed Securities ETF
5.7%+5%
SPHQInvesco S&P 500 Quality ETF
4.2%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
4.1%
EMXCiShares MSCI Emerging Markets Ex China ETF
3.4%
EFA3.2%
VGIT
VEA3.1%
GSLC
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
BND Vanguard Total Bond Market ETF 8.6% Added +2%
IGM iShares Expanded Tech Sector ETF 8.3% Trimmed −9%
VGSH Vanguard Short-Term Treasury ETF 8.0% Added +70%
VTV Vanguard Morningstar Value ETF 6.7% Held
VMBS Vanguard Mortgage-Backed Securities ETF 5.7% Added +5%
SPHQ Invesco S&P 500 Quality ETF 4.2% Held
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 4.1% Added +10%
EMXC iShares MSCI Emerging Markets Ex China ETF 3.4% Added +12%
EFA iShares MSCI EAFE ETF 3.2% Trimmed −2%
VGIT Vanguard Intermediate-Term Treasury ETF 3.1% Trimmed −33%
VEA Vanguard Ftse Developed Markets ETF 3.1% Trimmed −13%
GSLC Tr Activebeta US Large Cap Equity ETF 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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