Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025

Dynasty Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.49 Trillion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $606B, Fcf Us Quality ETF with a value of $574B, Spdr Portfolio with a value of $384B, Fidelity Covington Tr Blue Chi with a value of $376B, and Blackrock ETF Tr U S Equity Fa with a value of $372B.

Examining the 13F form we can see an increase of $1.62T in the current position value, from $5.87T to 7.49T.

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 $7.49 Trillion
Technology: $137 Billion
Financial Services: $61 Billion
Communication Services: $39.7 Billion
Consumer Cyclical: $36.9 Billion
Healthcare: $34 Billion
Industrials: $27 Billion
Energy: $17.4 Billion
Consumer Defensive: $16.7 Billion
Other: $31.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$606 Billion 8.1% of portfolio
906,088
Q3 2025 Added 22.81%
$0
$574 Billion 7.66% of portfolio
7,972,304
Q3 2025 Added 20.16%
$0
$384 Billion 5.13% of portfolio
3,673,763
Q3 2025 Added 18.67%
$0
$376 Billion 5.02% of portfolio
7,011,069
Q3 2025 Added 27.3%
$0
$372 Billion 4.96% of portfolio
6,278,395
Q3 2025 Added 31.1%
Blackrock ETF Trust Ii
-
$339 Billion 4.53% of portfolio
-
Q3 2025 Added 10.79%
$0
$317 Billion 4.23% of portfolio
3,241,520
Q3 2025 Added 37.18%
$0
$313 Billion 4.17% of portfolio
3,579,254
Q3 2025 Added 19.1%
$0
$308 Billion 4.11% of portfolio
6,656,599
Q3 2025 Added 13.4%
$0
$276 Billion 3.68% of portfolio
4,184,691
Q3 2025 Added 20.74%
$0
$273 Billion 3.65% of portfolio
2,725,298
Q3 2025 Added 10.48%
$0
$262 Billion 3.5% of portfolio
4,732,922
Q3 2025 Added 12.98%
$0
$259 Billion 3.46% of portfolio
3,761,884
Q3 2025 Added 26.08%
$0
$218 Billion 2.91% of portfolio
1,114,634
Q3 2025 Added 6.11%
$0
$166 Billion 2.22% of portfolio
4,194,769
Q3 2025 Added 15.31%
$0
$157 Billion 2.09% of portfolio
1,649,146
Q3 2025 Added 10.81%
$0
$113 Billion 1.51% of portfolio
582,095
Q3 2025 Added 18.34%
$0
$108 Billion 1.45% of portfolio
1,475,057
Q3 2025 Added 39.52%
$0
$106 Billion 1.42% of portfolio
1,028,495
Q3 2025 Added 10.37%
$0
$91.7 Billion 1.22% of portfolio
1,351,798
Q3 2025 Added 23.75%
$63.9B
$87.5 Billion 1.17% of portfolio
1,202,449
Q3 2025 Added 6.24%
$0
$87.4 Billion 1.17% of portfolio
1,622,239
Q3 2025 Added 6.72%
$0
$85.3 Billion 1.14% of portfolio
1,607,939
Q3 2025 Added 9.09%
$0
$78.2 Billion 1.04% of portfolio
658,065
Q3 2025 Added 5.31%
$0
$76.5 Billion 1.02% of portfolio
855,851
Q3 2025 Reduced 18.72%
$0
$73.2 Billion 0.98% of portfolio
1,293,783
Q3 2025 Added 32.16%
$0
$70.9 Billion 0.95% of portfolio
593,126
Q3 2025 Added 120.8%
$0
$69.1 Billion 0.92% of portfolio
103,740
Q3 2025 Reduced 4.1%
$0
$65 Billion 0.87% of portfolio
570,629
Q3 2025 Added 24.56%
$0
$53.1 Billion 0.71% of portfolio
515,260
Q3 2025 New
$0
$48.9 Billion 0.65% of portfolio
440,105
Q3 2025 Added 7.92%
$0
$48.8 Billion 0.65% of portfolio
473,409
Q3 2025 Added 75.09%
$0
$40.2 Billion 0.54% of portfolio
377,905
Q3 2025 Added 34.68%
$0
$40 Billion 0.53% of portfolio
791,572
Q3 2025 New
$0
$38.6 Billion 0.52% of portfolio
692,656
Q3 2025 Added 23.36%
$0
$38.1 Billion 0.51% of portfolio
315,669
Q3 2025 Added 70.17%
$0
$38.5 Billion 0.51% of portfolio
737,363
Q3 2025 Reduced 20.36%
$0
$34.6 Billion 0.46% of portfolio
273,176
Q3 2025 New
$0
$33.6 Billion 0.45% of portfolio
457,781
Q3 2025 Reduced 12.23%
$0
$31.2 Billion 0.42% of portfolio
164,508
Q3 2025 Reduced 20.46%
$505B
$27.6 Billion 0.37% of portfolio
147,918
Q3 2025 New
$3.86T
$22.5 Billion 0.3% of portfolio
43,354
Q3 2025 Added 4,804.3%
$4.35T
$20.5 Billion 0.27% of portfolio
80,566
Q3 2025 Added 397.57%
$0
$18.7 Billion 0.25% of portfolio
286,781
Q3 2025 New
$0
$16.6 Billion 0.22% of portfolio
35,495
Q3 2025 New
$0
$16 Billion 0.21% of portfolio
167,758
Q3 2025 Added 10.49%
$0
$15.7 Billion 0.21% of portfolio
167,961
Q3 2025 Reduced 64.45%
$0
$14.9 Billion 0.2% of portfolio
44,783
Q3 2025 Reduced 80.18%
$0
$15.1 Billion 0.2% of portfolio
251,490
Q3 2025 Added 42.99%

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $7.49 Trillion
  • Prior Value $5.87 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 127 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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