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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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