Dynasty Wealth Management, LLC — 13F holdings

Dynasty Wealth Management, LLC reported 367 holdings worth $13.5B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. IVV ISHARES TR — $917M (6.8%)
  2. DYNF BLACKROCK ETF TRUST — $795M (5.9%)
  3. BAI BLACKROCK ETF TRUST — $746M (5.5%)
  4. JAVA J P MORGAN EXCHANGE TRADED F — $719M (5.3%)
  5. BINC BLACKROCK ETF TRUST II — $687M (5.1%)
  6. PWRD TCW ETF TRUST — $679M (5.0%)
  7. IEFA ISHARES TR — $611M (4.5%)
  8. FBND FIDELITY MERRIMACK STR TR — $499M (3.7%)
  9. SPYG SPDR SERIES TRUST — $454M (3.4%)
  10. EMOP AB ACTIVE ETFS INC — $451M (3.3%)