Dynamic Wealth Strategies, LLC — 13F holdings

Dynamic Wealth Strategies, LLC reported 298 holdings worth $188M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. BND VANGUARD BD INDEX FDS — $16.2M (8.6%)
  2. IGM ISHARES TR — $15.6M (8.3%)
  3. VGSH VANGUARD SCOTTSDALE FDS — $15.0M (8.0%)
  4. VTV VANGUARD INDEX FDS — $12.5M (6.7%)
  5. VMBS VANGUARD SCOTTSDALE FDS — $10.7M (5.7%)
  6. SPHQ INVESCO EXCHANGE TRADED FD T — $7.82M (4.2%)
  7. SPYG SPDR SERIES TRUST — $7.66M (4.1%)
  8. EMXC ISHARES INC — $6.45M (3.4%)
  9. EFA ISHARES TR — $6.03M (3.2%)
  10. VGIT VANGUARD SCOTTSDALE FDS — $5.86M (3.1%)