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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$557B
$6.81 Billion 0.12% of portfolio
12,120
Q2 2025 Added 19.09%
$0
$5.66 Billion 0.1% of portfolio
76,893
Q2 2025 Added 8.51%
$0
$5.87 Billion 0.1% of portfolio
263,063
Q2 2025 Reduced 0.41%
$0
$5.81 Billion 0.1% of portfolio
73,888
Q2 2025 Reduced 70.35%
$0
$5.64 Billion 0.1% of portfolio
114,975
Q2 2025 Added 2.57%
$0
$6.02 Billion 0.1% of portfolio
61,894
Q2 2025 Reduced 4.36%
$651B
$4.74 Billion 0.08% of portfolio
21,699
Q2 2025 Reduced 35.7%
$70.1B
$4.43 Billion 0.08% of portfolio
28,401
Q2 2025 Added 4.51%
$231B
$4.52 Billion 0.08% of portfolio
33,229
Q2 2025 Reduced 3.78%
$159B
$4.29 Billion 0.07% of portfolio
14,350
Q2 2025 Added 2.88%
$0
$4.23 Billion 0.07% of portfolio
54,704
Q2 2025 Reduced 10.61%
$0
$3.71 Billion 0.06% of portfolio
108,416
Q2 2025 Reduced 12.15%
$255B
$3.31 Billion 0.06% of portfolio
18,150
Q2 2025 Reduced 14.42%
$3.77T
$3.32 Billion 0.06% of portfolio
16,192
Q2 2025 Reduced 62.36%
$0
$3.07 Billion 0.05% of portfolio
64,735
Q2 2025 Reduced 2.37%
$0
$3.02 Billion 0.05% of portfolio
8,901
Q2 2025 New
$149B
$2.73 Billion 0.05% of portfolio
6,900
Q2 2025 Reduced 7.64%
$713B
$3.22 Billion 0.05% of portfolio
4,130
Q2 2025 Added 7.36%
$1.43T
$3.19 Billion 0.05% of portfolio
18,088
Q2 2025 Reduced 64.0%
$144B
$2.41 Billion 0.04% of portfolio
10,329
Q2 2025 Reduced 10.6%
$189B
$2.54 Billion 0.04% of portfolio
3,226
Q2 2025 Reduced 23.46%
$101B
$2.08 Billion 0.04% of portfolio
2,840
Q2 2025 Reduced 9.93%
$189B
$2.2 Billion 0.04% of portfolio
5,421
Q2 2025 Added 21.98%
$0
$2.44 Billion 0.04% of portfolio
106,191
Q2 2025 Reduced 32.61%
$38.4B
$2.35 Billion 0.04% of portfolio
7,830
Q2 2025 Reduced 34.93%
$0
$2.55 Billion 0.04% of portfolio
43,075
Q2 2025 Reduced 4.59%
Corpay Inc
-
$2.07 Billion 0.04% of portfolio
-
Q2 2025 Added 2.95%
$45.5B
$2.14 Billion 0.04% of portfolio
3,718
Q2 2025 Reduced 2.49%
$39B
$1.57 Billion 0.03% of portfolio
6,468
Q2 2025 Reduced 2.21%
$0
$1.93 Billion 0.03% of portfolio
42,514
Q2 2025 Reduced 2.53%
$50.7B
$1.62 Billion 0.03% of portfolio
48,065
Q2 2025 Added 21.2%
$117B
$1.64 Billion 0.03% of portfolio
18,246
Q2 2025 Added 14.6%
$302B
$1.52 Billion 0.03% of portfolio
6,379
Q2 2025 Added 10.33%
$293B
$1.49 Billion 0.03% of portfolio
21,051
Q2 2025 Reduced 1.41%
$123B
$2 Billion 0.03% of portfolio
6,474
Q2 2025 Reduced 2.72%
$189B
$1.52 Billion 0.03% of portfolio
1,481
Q2 2025 Reduced 22.26%
$90B
$1.48 Billion 0.03% of portfolio
6,471
Q2 2025 Reduced 0.68%
$81.5B
$2 Billion 0.03% of portfolio
540
Q2 2025 Added 0.75%
$7.86B
$1.52 Billion 0.03% of portfolio
79,203
Q2 2025 Added 2.52%
$242B
$1.84 Billion 0.03% of portfolio
5,753
Q2 2025 Reduced 17.13%
$307B
$1.76 Billion 0.03% of portfolio
21,908
Q2 2025 Reduced 11.99%
$41B
$2.03 Billion 0.03% of portfolio
26,835
Q2 2025 Reduced 2.9%
$46.4B
$1.73 Billion 0.03% of portfolio
7,212
Q2 2025 Reduced 3.32%
$75.8B
$1.64 Billion 0.03% of portfolio
4,601
Q2 2025 Added 8.82%
Kenvue Inc
-
$1.47 Billion 0.03% of portfolio
-
Q2 2025 Added 12.14%
$23.9B
$1.76 Billion 0.03% of portfolio
-
Q2 2025 Reduced 6.08%
$26.3B
$1.85 Billion 0.03% of portfolio
54,484
Q2 2025 Added 3.93%
$63.3B
$1.58 Billion 0.03% of portfolio
6,166
Q2 2025 Reduced 9.28%
$165B
$1.87 Billion 0.03% of portfolio
4,845
Q2 2025 Reduced 1.58%

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
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