Dynamic Wealth Strategies, LLC ETFs

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VAW Vanguard Materials ETF	$0	$78,000 0.05% of portfolio	384	Q2 2025 Added 0.26%
IJH Ishares Core S&P Mid Cap ETF	$0	$61,000 0.04% of portfolio	950	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$52,000 0.04% of portfolio	362	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$48,000 0.03% of portfolio	121	Q2 2025 New
XLB Select Sector Spdr Fd Material	$0	$46,000 0.03% of portfolio	521	Q1 2025 New
IVV Ishares Core S&P 500 ETF	$0	$44,000 0.03% of portfolio	67	Q1 2025 New
XLK Technology Sector Spdr	$0	$40,000 0.03% of portfolio	145	Q3 2025 Reduced 94.53%
IAU Ishares Gold Trust	$62.9B	$32,000 0.02% of portfolio	446	Q2 2025 Added 17.37%
MGV Vanguard Mega Cap Value	$0	$31,000 0.02% of portfolio	229	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$29,000 0.02% of portfolio	145	Q1 2025 New
XLE Energy Sector Spdr	$0	$24,000 0.02% of portfolio	276	Q3 2025 Reduced 0.72%
LIT Global X Fds Global X Lithium	$0	$23,000 0.02% of portfolio	405	Q1 2025 New
BBC Bioshares Biotechnology	$0	$21,000 0.01% of portfolio	802	Q1 2025 New
FLGB Franklin Templeton ETF Tr	$0	$17,000 0.01% of portfolio	535	Q3 2025 New
XLP Consumer Staples Sector Spdr	$0	$15,000 0.01% of portfolio	198	Q3 2025 Reduced 10.81%
SDY Spdr Series Tr Spdr S&P Divide	$0	$14,000 0.01% of portfolio	100	Q1 2025 New
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$13,000 0.01% of portfolio	117	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$13,000 0.01% of portfolio	63	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$12,000 0.01% of portfolio	27	Q1 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$11,000 0.01% of portfolio	64	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$10,000 0.01% of portfolio	37	Q2 2025 New
ARKG Ark Genomic Revolution ETF (De	$0	$10,000 0.01% of portfolio	375	Q1 2025 New
BOTZ Global X Fds	$0	$9,000 0.01% of portfolio	278	Q1 2025 New
SPAB Spdr Portfolio Aggregate Bond	$0	$9,000 0.01% of portfolio	384	Q1 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$5,000 0.0% of portfolio	20	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$4,000 0.0% of portfolio	18	Q3 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$3,000 0.0% of portfolio	32	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$2,000 0.0% of portfolio	36	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$2,000 0.0% of portfolio	25	Q3 2025 Reduced 3.85%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$1,000 0.0% of portfolio	22	Q3 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.