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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.4B
$1.86 Billion 0.03% of portfolio
14,075
Q2 2025 Reduced 10.33%
$27.1B
$2.04 Billion 0.03% of portfolio
5,435
Q2 2025 Reduced 14.15%
$425B
$1.9 Billion 0.03% of portfolio
5,174
Q2 2025 Reduced 2.85%
$258B
$1.68 Billion 0.03% of portfolio
11,927
Q2 2025 Reduced 18.5%
$189B
$1.95 Billion 0.03% of portfolio
20,887
Q2 2025 Reduced 23.08%
$25.4B
$1.49 Billion 0.03% of portfolio
88,733
Q2 2025 Reduced 12.22%
$41.7B
$1.66 Billion 0.03% of portfolio
20,350
Q2 2025 Reduced 9.9%
$24.2B
$1.95 Billion 0.03% of portfolio
14,187
Q2 2025 Added 13.97%
$17.5B
$1.72 Billion 0.03% of portfolio
22,378
Q2 2025 Reduced 16.82%
$54.7B
$1.93 Billion 0.03% of portfolio
9,628
Q2 2025 Reduced 15.88%
$0
$1.94 Billion 0.03% of portfolio
21,585
Q2 2025 Reduced 10.91%
$29.1B
$1.24 Billion 0.02% of portfolio
79,260
Q2 2025 Reduced 21.4%
$15.9B
$945 Million 0.02% of portfolio
13,133
Q2 2025 Added 12.58%
$1.72T
$1.31 Billion 0.02% of portfolio
1,770
Q2 2025 New
$141B
$988 Million 0.02% of portfolio
5,399
Q2 2025 Reduced 22.17%
$91.3B
$1.21 Billion 0.02% of portfolio
7,281
Q2 2025 Reduced 14.44%
$24.4B
$898 Million 0.02% of portfolio
5,692
Q2 2025 Reduced 15.61%
Jacobs Solutions Inc
-
$966 Million 0.02% of portfolio
-
Q2 2025 Reduced 9.96%
$147B
$1.34 Billion 0.02% of portfolio
10,868
Q2 2025 Reduced 30.74%
$130B
$1.42 Billion 0.02% of portfolio
1,584
Q2 2025 Reduced 25.67%
$30.2B
$1.29 Billion 0.02% of portfolio
7,868
Q2 2025 Reduced 10.27%
$177B
$1.38 Billion 0.02% of portfolio
6,642
Q2 2025 Reduced 14.68%
$88.2B
$1.31 Billion 0.02% of portfolio
4,505
Q2 2025 Reduced 8.23%
$30.9B
$1.13 Billion 0.02% of portfolio
4,370
Q2 2025 Reduced 7.84%
$0
$1.09 Billion 0.02% of portfolio
17,248
Q2 2025 Reduced 9.34%
$42.2B
$896 Million 0.02% of portfolio
2,875
Q2 2025 Added 14.95%
$65.5B
$966 Million 0.02% of portfolio
1,282
Q2 2025 Reduced 14.76%
$24.8B
$1.24 Billion 0.02% of portfolio
30,896
Q2 2025 Reduced 1.99%
$31.4B
$902 Million 0.02% of portfolio
7,359
Q2 2025 Reduced 27.41%
$25.4B
$1.21 Billion 0.02% of portfolio
24,214
Q2 2025 Reduced 34.97%
$16.9B
$1.05 Billion 0.02% of portfolio
20,224
Q2 2025 Added 37.94%
$261B
$1.04 Billion 0.02% of portfolio
1,466
Q2 2025 Reduced 24.08%
$214B
$1.05 Billion 0.02% of portfolio
8,444
Q2 2025 Reduced 20.73%
$35.8B
$1.38 Billion 0.02% of portfolio
17,186
Q2 2025 Added 7.21%
$34.6B
$943 Million 0.02% of portfolio
4,503
Q2 2025 Reduced 14.99%
$78.1B
$991 Million 0.02% of portfolio
7,433
Q2 2025 Reduced 19.48%
$23.6B
$1.31 Billion 0.02% of portfolio
35,685
Q2 2025 Reduced 3.37%
$35.7B
$884 Million 0.02% of portfolio
28,156
Q2 2025 Reduced 3.29%
$58.7B
$396 Million 0.01% of portfolio
1,814
Q2 2025 Reduced 15.82%
$5.19B
$339 Million 0.01% of portfolio
15,360
Q2 2025 Reduced 21.58%
$9.47B
$474 Million 0.01% of portfolio
3,272
Q2 2025 Reduced 23.28%
$4.88B
$581 Million 0.01% of portfolio
21,187
Q2 2025 Reduced 0.72%
$80.7B
$303 Million 0.01% of portfolio
1,563
Q2 2025 Reduced 31.02%
$163B
$580 Million 0.01% of portfolio
1,656
Q2 2025 Reduced 99.94%
$6.71B
$454 Million 0.01% of portfolio
5,039
Q2 2025 New
$32.7B
$347 Million 0.01% of portfolio
2,703
Q2 2025 Reduced 37.95%
$0
$506 Million 0.01% of portfolio
5,485
Q2 2025 Added 55.87%
$3.93B
$535 Million 0.01% of portfolio
13,021
Q2 2025 Added 32.88%
$13.7B
$431 Million 0.01% of portfolio
5,929
Q2 2025 Added 23.99%

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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