Dynasty Wealth Management, LLC: 13F holdings
CIK 17275992026Q2
| Positions | 367 |
|---|---|
| Reported value | $13.5bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 1,224,077 | $916.7m | 6.8% |
| DYNF BLACKROCK ETF TRUST | 11,684,774 | $794.7m | 5.9% |
| BAI BLACKROCK ETF TRUST | 14,150,853 | $746.0m | 5.5% |
| JAVA J P MORGAN EXCHANGE TRADED F | 9,053,209 | $718.9m | 5.3% |
| BINC BLACKROCK ETF TRUST II | 13,122,011 | $686.8m | 5.1% |
| TCW ETF TRUST | 5,522,892 | $679.1m | 5.0% |
| IEFA ISHARES TR | 6,325,648 | $610.9m | 4.5% |
| FBND FIDELITY MERRIMACK STR TR | 10,970,047 | $499.0m | 3.7% |
| SPYG SPDR SERIES TRUST | 3,811,664 | $453.5m | 3.4% |
| AB ACTIVE ETFS INC | 8,625,402 | $450.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1727599")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.