Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025

Dynasty Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.87 Trillion distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fcf Us Quality ETF with a value of $469B, Ishares Core S&P 500 ETF with a value of $458B, Blackrock ETF Trust Ii with a value of $304B, Spdr Portfolio with a value of $295B, and Fidelity Merrimack Str Tr Tota with a value of $269B.

Examining the 13F form we can see an decrease of $133B in the current position value, from $6T to 5.87T.

Dynasty Wealth Management, LLC is based out at St. Petersburg, FL

Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.87 Trillion
Technology: $44 Billion
Financial Services: $33 Billion
ETFs: $32.9 Billion
Healthcare: $23.7 Billion
Industrials: $21.8 Billion
Consumer Cyclical: $21.2 Billion
Consumer Defensive: $10.3 Billion
Energy: $8.98 Billion
Other: $23.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$469 Billion 8.0% of portfolio
6,634,697
Q2 2025 Reduced 1.41%
$0
$458 Billion 7.81% of portfolio
737,774
Q2 2025 Reduced 11.14%
$0
$295 Billion 5.03% of portfolio
3,095,856
Q2 2025 Reduced 17.59%
$0
$269 Billion 4.58% of portfolio
5,869,906
Q2 2025 Reduced 1.68%
$0
$266 Billion 4.53% of portfolio
5,507,411
Q2 2025 Reduced 17.55%
$0
$261 Billion 4.44% of portfolio
4,788,949
Q2 2025 Reduced 10.94%
$0
$251 Billion 4.27% of portfolio
3,005,172
Q2 2025 Reduced 10.58%
$0
$245 Billion 4.17% of portfolio
2,466,758
Q2 2025 Reduced 0.98%
$0
$219 Billion 3.74% of portfolio
4,189,223
Q2 2025 Reduced 4.66%
$0
$208 Billion 3.55% of portfolio
3,465,893
Q2 2025 Reduced 11.2%
$0
$195 Billion 3.33% of portfolio
2,983,626
Q2 2025 Reduced 3.62%
$0
$182 Billion 3.1% of portfolio
1,050,498
Q2 2025 Reduced 19.69%
$0
$163 Billion 2.78% of portfolio
2,362,961
Q2 2025 Reduced 43.75%
$0
$140 Billion 2.38% of portfolio
1,488,220
Q2 2025 Reduced 2.07%
$0
$138 Billion 2.35% of portfolio
3,637,880
Q2 2025 Reduced 6.32%
$0
$110 Billion 1.88% of portfolio
1,176,869
Q2 2025 Reduced 1.47%
$0
$92.9 Billion 1.58% of portfolio
1,053,007
Q2 2025 Added 1.61%
$0
$89.9 Billion 1.53% of portfolio
491,900
Q2 2025 Reduced 7.5%
$0
$79.6 Billion 1.36% of portfolio
1,520,097
Q2 2025 Reduced 5.84%
$0
$77.8 Billion 1.33% of portfolio
1,473,979
Q2 2025 Reduced 2.96%
$0
$74.8 Billion 1.27% of portfolio
1,057,253
Q2 2025 Reduced 10.42%
$53.5B
$70.6 Billion 1.2% of portfolio
1,131,829
Q2 2025 Reduced 6.09%
$0
$69.3 Billion 1.18% of portfolio
1,092,377
Q2 2025 Reduced 7.61%
$0
$68.8 Billion 1.17% of portfolio
225,964
Q2 2025 Reduced 11.61%
$0
$68.3 Billion 1.16% of portfolio
624,862
Q2 2025 Reduced 3.85%
$0
$66.8 Billion 1.14% of portfolio
108,171
Q2 2025 Reduced 16.59%
$0
$51 Billion 0.87% of portfolio
978,931
Q2 2025 Reduced 11.07%
$0
$51.3 Billion 0.87% of portfolio
458,110
Q2 2025 Reduced 11.08%
$0
$47.6 Billion 0.81% of portfolio
925,848
Q2 2025 Reduced 0.91%
$0
$44.9 Billion 0.76% of portfolio
407,796
Q2 2025 Reduced 1.09%
$0
$42.2 Billion 0.72% of portfolio
472,499
Q2 2025 Added 4,354.6%
$0
$38 Billion 0.65% of portfolio
521,591
Q2 2025 Added 655.22%
$0
$37.6 Billion 0.64% of portfolio
206,817
Q2 2025 Reduced 60.85%
$0
$32.9 Billion 0.56% of portfolio
108,269
Q2 2025 New
$0
$32 Billion 0.55% of portfolio
268,623
Q2 2025 Reduced 1.59%
$0
$29.2 Billion 0.5% of portfolio
561,496
Q2 2025 Reduced 5.0%
$0
$29.3 Billion 0.5% of portfolio
280,593
Q2 2025 Added 2.62%
$0
$27.5 Billion 0.47% of portfolio
270,388
Q2 2025 Added 0.61%
$0
$20.4 Billion 0.35% of portfolio
185,503
Q2 2025 Reduced 16.83%
$0
$14.1 Billion 0.24% of portfolio
151,829
Q2 2025 Reduced 2.33%
$0
$14.4 Billion 0.24% of portfolio
244,484
Q2 2025 Added 1,112.12%
$0
$10 Billion 0.17% of portfolio
202,530
Q2 2025 Reduced 5.79%
$0
$10 Billion 0.17% of portfolio
175,878
Q2 2025 New
$0
$7.98 Billion 0.14% of portfolio
33,691
Q2 2025 Reduced 3.37%
$0
$7.77 Billion 0.13% of portfolio
154,659
Q2 2025 Reduced 1.01%
$0
$5.66 Billion 0.1% of portfolio
76,893
Q2 2025 Added 8.51%
$0
$5.87 Billion 0.1% of portfolio
263,063
Q2 2025 Reduced 0.41%
$0
$5.81 Billion 0.1% of portfolio
73,888
Q2 2025 Reduced 70.35%
$0
$5.64 Billion 0.1% of portfolio
114,975
Q2 2025 Added 2.57%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $5.87 Trillion
  • Prior Value $6 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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