Institutions / Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC
CIK 1727599 · Institution · as of Dec 31, 2025
Portfolio value
$10.18B
Positions
336
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 336 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $726.73M | 7.1% |
| Abacus Fcf ETF Tr | $586.64M | 5.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $579.49M | 5.7% |
| Tcw ETF Trust | $509.93M | 5.0% |
| BlackRock ETF Trust II | $474.55M | 4.7% |
| iShares Tr | $463.63M | 4.6% |
| iShares Inc | $453.08M | 4.4% |
| SPDR Series Trust | $409.30M | 4.0% |
| Fidelity Covington Trust | $408.13M | 4.0% |
| Fidelity Merrimack Str Tr | $398.26M | 3.9% |
| BlackRock ETF Trust | $397.60M | 3.9% |
| J P Morgan Exchange Traded F | $342.57M | 3.4% |
| iShares Tr | $311.23M | 3.1% |
| iShares Tr | $290.41M | 2.9% |
| iShares Tr | $227.25M | 2.2% |
| SPDR Series Trust | $205.68M | 2.0% |
| iShares Tr | $196.91M | 1.9% |
| J P Morgan Exchange Traded F | $176.37M | 1.7% |
| iShares Tr | $146.99M | 1.4% |
| iShares Tr | $139.70M | 1.4% |
| iShares Tr | $138.74M | 1.4% |
| iShares Tr | $124.89M | 1.2% |
| J P Morgan Exchange Traded F | $121.05M | 1.2% |
| iShares MSCI UAE ETF | $112.04M | 1.1% |
| SPDR Gold Tr | $108.32M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.