Dynasty Wealth Management, LLC Incresed Positions in Q3 2025

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NETZ
Engine No 1 ETF Tr Transform C

ETFs
879K
+ 37.18%
N/A
3.24M $317B
IVV
Ishares Core S&P 500 ETF

ETFs
168K
+ 22.81%
$620.67 - $670.08 $104M - $113M
906K $606B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.49M
+ 31.1%
$54.35 - $59.32 $81M - $88.4M
6.28M $372B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.5M
+ 27.3%
$47.75 - $54.24 $71.8M - $81.6M
7.01M $376B
TTAC
Fcf Us Quality ETF

ETFs
1.34M
+ 20.16%
$69.96 - $71.12 $93.6M - $95.1M
7.97M $574B
SPYG
Spdr Portfolio

ETFs
578K
+ 18.67%
$94.33 - $105.31 $54.5M - $60.9M
3.67M $384B
IEMG
Ishares Inc

ETFs
719K
+ 20.74%
N/A
4.18M $276B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
778K
+ 26.08%
$64.75 - $69.05 $50.4M - $53.7M
3.76M $259B
IEFA
Ishares Tr

ETFs
574K
+ 19.1%
$81.7 - $87.53 $46.9M - $50.2M
3.58M $313B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
544K
+ 12.98%
$52.12 - $55.33 $28.3M - $30.1M
4.73M $262B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
325K
+ 120.8%
$117.65 - $120.08 $38.2M - $39M
593K $70.9B
IYW
Ishares Dj Us Tech ETF

ETFs
64.1K
+ 6.11%
$171.38 - $197.01 $11M - $12.6M
1.11M $218B
Blackrock ETF Trust Ii
621K
+ 10.79%
N/A
6.38M $339B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
418K
+ 39.52%
$69.02 - $73.57 $28.8M - $30.7M
1.48M $108B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
259K
+ 10.48%
$97.75 - $100.75 $25.3M - $26M
2.73M $273B
HEFA
Ishares Currency Hedged Msci E

ETFs
557K
+ 15.31%
$37.2 - $39.61 $20.7M - $22.1M
4.19M $166B
QUAL
Ishares Msci Usa Quality Facto

ETFs
90.2K
+ 18.34%
$182.33 - $194.5 $16.4M - $17.5M
582K $113B
EFV
Msci Eafe Value ETF

ETFs
259K
+ 23.75%
$62.79 - $68.42 $16.3M - $17.7M
1.35M $91.7B
EMGF
Ishares Msci Emerging Markets

ETFs
315K
+ 32.16%
$51.93 - $56.75 $16.4M - $17.9M
1.29M $73.2B
MSFT
Microsoft Corp

Technology
42.5K
+ 4804.3%
$491.09 - $535.64 $20.9M - $22.7M
43.4K $22.5B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
203K
+ 75.09%
$98.52 - $103.93 $20M - $21.1M
473K $48.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
130K
+ 70.17%
$108.97 - $121.65 $14.2M - $15.8M
316K $38.1B
AAPL
Apple Inc.

Technology
64.4K
+ 397.57%
$202.38 - $256.87 $13M - $16.5M
80.6K $20.5B
MBB
Ishares Tr

ETFs
161K
+ 10.81%
$92.46 - $95.73 $14.9M - $15.4M
1.65M $157B
IAU
Ishares Gold Trust

ETFs
70.6K
+ 6.24%
$61.62 - $72.77 $4.35M - $5.14M
1.2M $87.5B
EFG
Msci Eafe Growth ETF

ETFs
113K
+ 24.56%
$106.99 - $114.46 $12M - $12.9M
571K $65B
MUB
Ishares National Muni Bond ETF

ETFs
97.3K
+ 34.68%
$103.24 - $106.68 $10M - $10.4M
378K $40.2B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
96.6K
+ 10.37%
$102.4 - $103.88 $9.9M - $10M
1.03M $106B
GOOGL
Alphabet Inc.

Communication Services
37.6K
+ 207.73%
$174.36 - $254.72 $6.55M - $9.57M
55.7K $13.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.2K
+ 5.31%
$108.46 - $120.63 $3.6M - $4.01M
658K $78.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
85K
+ 7.22%
$92.18 - $95.14 $7.83M - $8.08M
1.26M $120B
FDVV
Fidelity High Dividend ETF

ETFs
131K
+ 23.36%
$52.42 - $55.71 $6.88M - $7.31M
693K $38.6B
META
Meta Platforms, Inc.

Communication Services
11.6K
+ 652.54%
$695.21 - $791.73 $8.03M - $9.14M
13.3K $9.78B
XLF
Financial Sector Spdr

ETFs
102K
+ 6.72%
$51.37 - $54.25 $5.25M - $5.54M
1.62M $87.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
134K
+ 9.09%
$52.39 - $53.11 $7.02M - $7.11M
1.61M $85.3B
TTAI
Fcf International Quality ETF
175K
+ 69.06%
N/A
428K $13.3B
VEA
Vanguard Ftse Developed Market

ETFs
75.6K
+ 42.99%
$56.02 - $60.3 $4.24M - $4.56M
251K $15.1B
AMZN
Amazon Com Inc

Consumer Cyclical
22.9K
+ 63.68%
$211.65 - $238.24 $4.85M - $5.46M
58.9K $12.9B
KGC
Kinross Gold Corp

Basic Materials
147K
+ 185.41%
$15.19 - $24.85 $2.23M - $3.65M
226K $5.62B
IXUS
Ishares Tr

ETFs
48.4K
+ 88.51%
$76.35 - $82.58 $3.7M - $4M
103K $8.52B
TIP
Ishares Tr Tips Bd ETF

ETFs
32.3K
+ 7.92%
$109.11 - $111.88 $3.53M - $3.61M
440K $48.9B
UBER
Uber Technologies, Inc

Technology
32K
+ 153.33%
$86.91 - $99.57 $2.78M - $3.19M
52.9K $5.18B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
114K
+ 107.69%
$22.64 - $23.22 $2.59M - $2.66M
221K $5.1B
INTF
Ishares Tr

ETFs
65.5K
+ 60.38%
$33.72 - $36.17 $2.21M - $2.37M
174K $6.24B
CRH.L
Crh PLC

Basic Materials
14.9K
+ 77.48%
N/A
34.1K $4.09B
IEF
Ishares Barclays

ETFs
23.8K
+ 429.56%
$93.91 - $97.26 $2.24M - $2.32M
29.4K $2.84B
MEAR
Blackrock Short Maturity Munic

ETFs
42.1K
+ 27.22%
$50.17 - $50.56 $2.11M - $2.13M
197K $9.94B
MPC
Marathon Petroleum Corp

Energy
9.81K
+ 134.76%
$158.59 - $198.69 $1.56M - $1.95M
17.1K $3.29B
EMB
Ishares Tr

ETFs
15.9K
+ 10.49%
$91.52 - $95.59 $1.46M - $1.52M
168K $16B
Activity Summary
Buys All Purchases 232 New Holdings 127 Increased Positions 105 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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