Dynasty Wealth Management, LLC
CIK 1727599
13F filing for Q2 2026・No. 471
- Holdings
- US$13.46B
- Quarter change
- +US$1.99B
- Entries
- 367
- Net bought (estimate)
- +US$457.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 72
- Sold out 38
- Cut 168
- Added 127
- Corporate actions 2
- Unchanged 0
Largest holdings
367 stocks worth US$13.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 1,224,077 | US$916.7M | 6.81% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 11,684,774 | US$794.68M | 5.91% |
| BLACKROCK ETF TRUSTISHARES A I INNO | Cut | 14,150,853 | US$746.03M | 5.54% |
| J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | Added | 9,053,209 | US$718.92M | 5.34% |
| BLACKROCK ETF TRUST IIISHARES FLEXIBLE | Added | 13,122,011 | US$686.81M | 5.10% |
| TCW ETF TRUSTTRANSFORM SYSTEM | Cut | 5,522,892 | US$679.09M | 5.05% |
| ISHARES TRCORE MSCI EAFE | Added | 6,325,648 | US$610.93M | 4.54% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 10,970,047 | US$499.03M | 3.71% |
| SPDR SERIES TRUSTPRTFLO S&P500 GW | Cut | 3,811,664 | US$453.55M | 3.37% |
| AB ACTIVE ETFS INCEMERGING MKTS OP | Added | 8,625,402 | US$450.5M | 3.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.