13F value (AUM)
$13.5B
Dynasty Wealth Management
DYNASTY WEALTH MANAGEMENT, LLC
$13.5B
13F long value · 2026-Q2Positions367
CategoryAsset Manager
Quarters tracked8
● #438 of 581 by 13F value
Size rank 3/10
24 ADD12 2×+34 TRIM1 NEAR EXIT
Snapshot
Dynasty Wealth Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
367 (20 unmapped)
Top 100 weight
96.9%
Quarters tracked
8
Latest 13F filed
Aug 13, 2026
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 96.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.8% | $916.7M | 1.2M | — |
| DYNF | BLACKROCK ETF TRUST | 5.9% | $794.7M | 11.7M | — |
| BAI | BLACKROCK ETF TRUST | 5.5% | $746.0M | 14.2M | -19.5% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.3% | $718.9M | 9.1M | — |
| BINC | BLACKROCK ETF TRUST II | 5.1% | $686.8M | 13.1M | +0.2% |
| PWRD | TCW ETF TRUST | 5.0% | $679.1M | 5.5M | — |
| IEFA | ISHARES TR | 4.5% | $610.9M | 6.3M | — |
| FBND | FIDELITY MERRIMACK STR TR | 3.7% | $499.0M | 11.0M | — |
| SPYG | SPDR SERIES TRUST | 3.4% | $453.5M | 3.8M | — |
| EMOP | AB ACTIVE ETFS INC | 3.3% | $450.5M | 8.6M | — |
| FBCG | FIDELITY COVINGTON TRUST | 3.3% | $438.2M | 7.1M | -5.7% |
| IWF | ISHARES TR | 2.7% | $367.0M | 3.0M | — |
| ABFL | ABACUS FCF ETF TR | 2.7% | $364.5M | 4.2M | — |
| EFV | ISHARES TR | 2.7% | $359.7M | 4.7M | — |
| IWB | ISHARES TR | 2.6% | $343.2M | 838.2K | — |
Quarterly changes — 2026-Q2
What Dynasty Wealth Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | IWB | ISHARES TR | 2.0K | 838.2K | +42212.1% | +$342.5M |
| TRIM | BAI | BLACKROCK ETF TRUST | 19.7M | 14.2M | -28.0% | +$98.5M |
| ADD | EFV | ISHARES TR | 3.5M | 4.7M | +33.4% | +$97.8M |
| NEAR EXIT | ABLD | ABACUS FCF ETF TR | 2.4M | 115.0K | -95.1% | -$70.4M |
| TRIM | IYG | ISHARES TR | 2.2M | 1.5M | -29.1% | -$40.7M |
| ADD | JMUB | J P MORGAN EXCHANGE TRADED F | 797.3K | 1.1M | +43.8% | +$18.2M |
| 2×+ | IEF | ISHARES TR | 81.1K | 168.4K | +107.7% | +$8.2M |
| TRIM | SPLV | INVESCO EXCH TRADED FD TR II | 320.0K | 225.6K | -29.5% | -$6.5M |
| TRIM | MSFT | MICROSOFT CORP | 40.8K | 25.6K | -37.2% | -$5.5M |
| TRIM | SHLD | GLOBAL X FDS | 111.3K | 56.7K | -49.0% | -$4.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.