Dynamic Wealth Strategies, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $14.4M, Vanguard Bd Index Fd Inc Total with a value of $12.6M, Ishares Expanded Tech Sector E with a value of $10.6M, Ishares Tr Msci Eafe ETF with a value of $10M, and Vanguard Value ETF with a value of $9.87M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $119M to 138M.
Dynamic Wealth Strategies, LLC is based out at Granite Bay, CA
Below you can find more details about Dynamic Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$138 Million
ETFs: $123 Million
Technology: $4.43 Million
Financial Services: $1.98 Million
Consumer Cyclical: $1.65 Million
Communication Services: $1.48 Million
Healthcare: $1.42 Million
Consumer Defensive: $1.16 Million
Industrials: $1.04 Million
Other: $1.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
