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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.4B
$795 Million 0.01% of portfolio
16,196
Q2 2025 Added 12.52%
$41.8B
$726 Million 0.01% of portfolio
7,826
Q2 2025 Reduced 8.07%
$12.8B
$619 Million 0.01% of portfolio
2,677
Q2 2025 Reduced 16.73%
$115B
$858 Million 0.01% of portfolio
2,963
Q2 2025 Added 2.7%
$4.7B
$459 Million 0.01% of portfolio
10,759
Q2 2025 Reduced 25.91%
$31.5B
$870 Million 0.01% of portfolio
63,976
Q2 2025 Added 0.6%
$20.2B
$801 Million 0.01% of portfolio
1,570
Q2 2025 Reduced 16.67%
$8.32B
$430 Million 0.01% of portfolio
14,699
Q2 2025 Reduced 18.35%
$99.2B
$514 Million 0.01% of portfolio
1,667
Q2 2025 Reduced 19.55%
$21.9B
$597 Million 0.01% of portfolio
5,119
Q2 2025 Added 5.9%
$11.3B
$443 Million 0.01% of portfolio
4,303
Q2 2025 Reduced 15.16%
$144B
$720 Million 0.01% of portfolio
1,416
Q2 2025 Reduced 7.69%
$14.6B
$320 Million 0.01% of portfolio
5,797
Q2 2025 Reduced 17.16%
$8.11B
$347 Million 0.01% of portfolio
4,654
Q2 2025 Added 15.54%
$18.4B
$467 Million 0.01% of portfolio
8,005
Q2 2025 Reduced 11.35%
$33.1B
$488 Million 0.01% of portfolio
2,894
Q2 2025 Reduced 2.1%
$30.7B
$523 Million 0.01% of portfolio
25,584
Q2 2025 Reduced 24.55%
$16.7B
$682 Million 0.01% of portfolio
10,473
Q2 2025 Reduced 5.2%
$9.77B
$523 Million 0.01% of portfolio
2,908
Q2 2025 Reduced 11.69%
$13.8B
$648 Million 0.01% of portfolio
4,452
Q2 2025 Added 18.28%
$221B
$723 Million 0.01% of portfolio
125
Q2 2025 Reduced 21.88%
$45.5B
$339 Million 0.01% of portfolio
8,855
Q2 2025 Added 10.81%
$230B
$751 Million 0.01% of portfolio
2,570
Q2 2025 Added 4.77%
$3.72T
$440 Million 0.01% of portfolio
884
Q2 2025 Reduced 95.6%
$93.1B
$458 Million 0.01% of portfolio
912
Q2 2025 New
$33.1B
$664 Million 0.01% of portfolio
7,298
Q2 2025 Added 3.95%
$138B
$741 Million 0.01% of portfolio
10,671
Q2 2025 Reduced 0.96%
$9.11B
$447 Million 0.01% of portfolio
2,648
Q2 2025 Reduced 8.72%
$57B
$344 Million 0.01% of portfolio
4,438
Q2 2025 Reduced 21.81%
$39.2B
$351 Million 0.01% of portfolio
2,322
Q2 2025 Reduced 15.19%
$19.5B
$871 Million 0.01% of portfolio
2,156
Q2 2025 Added 3.31%
$35.8B
$688 Million 0.01% of portfolio
9,771
Q2 2025 Reduced 33.13%
$8.65B
$568 Million 0.01% of portfolio
42,174
Q2 2025 Added 18.29%
$11.2B
$841 Million 0.01% of portfolio
4,232
Q2 2025 Reduced 20.3%
$16.6B
$648 Million 0.01% of portfolio
10,062
Q2 2025 Added 8.04%
$42.4B
$400 Million 0.01% of portfolio
726
Q2 2025 Added 5.07%
$6.77B
$501 Million 0.01% of portfolio
10,453
Q2 2025 Added 1.5%
$35B
$730 Million 0.01% of portfolio
6,595
Q2 2025 Added 3.31%
$346M
$48.5 Million 0.0% of portfolio
39,127
Q2 2025 New
$31.2B
$260 Million 0.0% of portfolio
6,330
Q2 2025 Reduced 6.19%
$8.61B
$229 Million 0.0% of portfolio
2,188
Q2 2025 Added 4.64%
$17.2B
$209 Million 0.0% of portfolio
636
Q2 2025 Reduced 18.57%
$7.56B
$258 Million 0.0% of portfolio
5,984
Q2 2025 Reduced 4.85%
$81B
$268 Million 0.0% of portfolio
1,436
Q2 2025 Reduced 9.11%
$24.8B
$258 Million 0.0% of portfolio
1,072
Q2 2025 Reduced 8.53%
$2.89B
$245 Million 0.0% of portfolio
4,869
Q2 2025 Added 17.92%
$35.8B
$282 Million 0.0% of portfolio
1,756
Q2 2025 Reduced 42.78%
$20.6B
$268 Million 0.0% of portfolio
6,257
Q2 2025 Reduced 14.06%
$3.61B
$240 Million 0.0% of portfolio
51,609
Q2 2025 Added 17.64%

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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email