Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dynamic Wealth Strategies, LLC (CIK 1812853) reported $172.9M across 283 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($16.6M, 9.61%), SGOV ($12.2M, 7.04%), IGM ($12.1M, 6.97%), VTV ($11.5M, 6.66%), VMBS ($9.8M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD TOTAL BOND MARKET ETF | $16.6M | 9.61% | 225,615 | Added |
| 2 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $12.2M | 7.04% | 120,886 | Trimmed |
| 3 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $12.1M | 6.97% | 101,716 | Added |
| 4 | VTV | VANGUARD VALUE ETF | $11.5M | 6.66% | 58,671 | Added |
| 5 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $9.8M | 5.69% | 209,435 | Added |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $9.0M | 5.18% | 150,395 | Added |
| 7 | SPHQ | INVESCO S&P 500 QUALITY ETF | $7.1M | 4.10% | 94,153 | Added |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.1M | 3.53% | 95,157 | Added |
| 9 | EFA | ISHARES MSCI EAFE ETF | $5.8M | 3.34% | 59,372 | Trimmed |
| 10 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $5.2M | 3.03% | 53,427 | Added |
| 11 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.7M | 2.71% | 59,606 | Added |
| 12 | EFV | ISHARES MSCI EAFE VALUE ETF | $3.7M | 2.16% | 50,247 | Added |
| 13 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $3.5M | 2.01% | 27,808 | Added |
| 14 | EWJ | ISHARES MSCI JAPAN ETF | $3.4M | 1.96% | 40,115 | Added |
| 15 | GDX | VANECK GOLD MINERS ETF | $3.2M | 1.83% | 34,472 | Added |
| 16 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.7M | 1.55% | 54,287 | Added |
| 17 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2.6M | 1.48% | 23,092 | Added |
| 18 | IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.4M | 1.41% | 30,505 | Added |
| 19 | VO | VANGUARD MID-CAP ETF | $2.2M | 1.28% | 7,681 | Added |
| 20 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.1M | 1.21% | 21,846 | Trimmed |
| 21 | COPX | GLOBAL X COPPER MINERS ETF | $2.1M | 1.20% | 27,105 | Trimmed |
| 22 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.0M | 1.14% | 22,656 | Added |
| 23 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1.9M | 1.12% | 57,506 | Added |
| 24 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.7M | 0.97% | 55,763 | Added |
| 25 | SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $1.7M | 0.97% | 22,314 | Added |
Source: SEC Form 13F filings · as of 2026-03-31