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.
Dynasty Wealth Management, LLC (CIK 1727599) reported $11.47B across 332 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($779.6M, 6.80%), BAI ($647.5M, 5.65%), DYNF ($643.6M, 5.61%), NETZ ($642.4M, 5.60%), BINC ($624.5M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $779.6M | 6.80% | 1.2M | Added |
| 2 | BAI | BLACKROCK ETF TRUST | $647.5M | 5.65% | 19.7M | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $643.6M | 5.61% | 11.1M | Added |
| 4 | NETZ | TCW ETF TRUST | $642.4M | 5.60% | 6.6M | Added |
| 5 | BINC | BLACKROCK ETF TRUST II | $624.5M | 5.44% | 12.0M | Added |
| 6 | JAVA | J P MORGAN EXCHANGE TRADED F | $588.2M | 5.13% | 8.2M | Added |
| 7 | IEFA | ISHARES TR | $537.5M | 4.69% | 5.9M | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $465.8M | 4.06% | 10.2M | Added |
| 9 | SPYG | SPDR SERIES TRUST | $373.7M | 3.26% | 3.8M | Trimmed |
| 10 | EMOP | AB ACTIVE ETFS INC | $361.9M | 3.16% | 8.3M | New |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $360.2M | 3.14% | 7.2M | Trimmed |
| 12 | IWF | ISHARES TR | $311.9M | 2.72% | 2.9M | Added |
| 13 | TTAC | ABACUS FCF ETF TR | $298.8M | 2.60% | 4.2M | Trimmed |
| 14 | AGG | ISHARES TR | $272.0M | 2.37% | 2.7M | Trimmed |
| 15 | EFV | ISHARES TR | $261.9M | 2.28% | 3.5M | Added |
| 16 | SPYV | SPDR SERIES TRUST | $224.7M | 1.96% | 4.0M | Added |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $209.1M | 1.82% | 4.4M | Added |
| 18 | BRTR | BLACKROCK ETF TRUST II | $202.1M | 1.76% | 4.0M | Added |
| 19 | TLH | ISHARES TR | $184.8M | 1.61% | 1.8M | Added |
| 20 | IEMG | ISHARES INC | $181.1M | 1.58% | 2.6M | Trimmed |
| 21 | IYG | ISHARES TR | $180.5M | 1.57% | 2.2M | Added |
| 22 | MBB | ISHARES TR | $167.1M | 1.46% | 1.8M | Added |
| 23 | GOVT | ISHARES TR | $151.9M | 1.32% | 6.6M | Added |
| 24 | IYK | ISHARES TR | $149.1M | 1.30% | 2.1M | New |
| 25 | HEFA | ISHARES TR | $147.6M | 1.29% | 3.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31