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 $13.46B across 367 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($916.7M, 6.81%), DYNF ($794.7M, 5.91%), BAI ($746.0M, 5.54%), JAVA ($718.9M, 5.34%), BINC ($686.8M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $916.7M | 6.81% | 1.2M | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $794.7M | 5.91% | 11.7M | Added |
| 3 | BAI | BLACKROCK ETF TRUST | $746.0M | 5.54% | 14.2M | Trimmed |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $718.9M | 5.34% | 9.1M | Added |
| 5 | BINC | BLACKROCK ETF TRUST II | $686.8M | 5.10% | 13.1M | Added |
| 6 | PWRD | TCW ETF TRUST | $679.1M | 5.05% | 5.5M | Trimmed |
| 7 | IEFA | ISHARES TR | $610.9M | 4.54% | 6.3M | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $499.0M | 3.71% | 11.0M | Added |
| 9 | SPYG | SPDR SERIES TRUST | $453.5M | 3.37% | 3.8M | Trimmed |
| 10 | EMOP | AB ACTIVE ETFS INC | $450.5M | 3.35% | 8.6M | Added |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $438.2M | 3.26% | 7.1M | Trimmed |
| 12 | IWF | ISHARES TR | $367.0M | 2.73% | 3.0M | Added |
| 13 | ABFL | ABACUS FCF ETF TR | $364.5M | 2.71% | 4.2M | Added |
| 14 | EFV | ISHARES TR | $359.7M | 2.67% | 4.7M | Added |
| 15 | IWB | ISHARES TR | $343.2M | 2.55% | 838,203 | Added |
| 16 | AGG | ISHARES TR | $287.0M | 2.13% | 2.9M | Added |
| 17 | IEMG | ISHARES INC | $262.5M | 1.95% | 3.2M | Added |
| 18 | SPYV | SPDR SERIES TRUST | $248.2M | 1.84% | 4.1M | Added |
| 19 | BRTR | BLACKROCK ETF TRUST II | $244.5M | 1.82% | 4.9M | Added |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $235.6M | 1.75% | 5.0M | Added |
| 21 | TLH | ISHARES TR | $205.7M | 1.53% | 2.1M | Added |
| 22 | GOVT | ISHARES TR | $180.7M | 1.34% | 7.9M | Added |
| 23 | IWD | ISHARES TR | $175.9M | 1.31% | 725,606 | Added |
| 24 | MBB | ISHARES TR | $173.3M | 1.29% | 1.8M | Added |
| 25 | HEFA | ISHARES TR | $167.2M | 1.24% | 3.6M | Added |
Source: SEC Form 13F filings · as of 2026-06-30