Dynamic Wealth Strategies, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Expanded Tech Sector E with a value of $11.9M, Vanguard Bd Index Fd Inc Total with a value of $11.9M, Vanguard Value ETF with a value of $10.3M, Ishares Trishares 0 3 Mnth Tre with a value of $9.92M, and Vanguard Intermediate Term Tre with a value of $8.31M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $138M to 149M.
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
$149 Million
ETFs: $132 Million
Technology: $5.03 Million
Financial Services: $2.2 Million
Communication Services: $1.91 Million
Consumer Cyclical: $1.86 Million
Healthcare: $1.56 Million
Industrials: $1.24 Million
Consumer Defensive: $1.14 Million
Other: $1.94 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
