EdgeMarket › What Dynasty Wealth Management, Llc reported owning
What Dynasty Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
11.5BPositions
333Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 779.6M | 6.8% | 1.2M | 769.31 | +20.0% |
| BAI iShares A.I. Innovation and Tech Active ETF | 647.5M | 5.6% | 19.7M | 44.30 | +46.6% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 643.6M | 5.6% | 11.1M | 69.08 | +22.3% |
| PWRD TCW Transform Systems ETF | 642.4M | 5.6% | 6.6M | 108.28 | +18.5% |
| BINC iShares Flexible Income Active ETF | 624.5M | 5.4% | 12.0M | 52.00 | -1.7% |
| JAVA JPMorgan Active Value ETF | 588.2M | 5.1% | 8.2M | 83.00 | +24.0% |
| IEFA iShares Core MSCI EAFE ETF | 537.5M | 4.7% | 5.9M | 100.85 | +16.8% |
| FBND Fidelity Total Bond ETF | 465.8M | 4.1% | 10.2M | 44.90 | -2.1% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 373.7M | 3.3% | 3.8M | 120.21 | +22.2% |
| EMOP AB Emerging Markets Opportunities ETF | 361.9M | 3.2% | 8.3M | 50.90 | +37.7% |
| FBCG Fidelity Blue Chip Growth ETF | 360.2M | 3.1% | 7.2M | 61.53 | +22.5% |
| IWF iShares Russell 1000 Growth Fund | 311.9M | 2.7% | 2.9M | 122.39 | +11.2% |
| ABFL Abacus FCF Leaders ETF | 298.8M | 2.6% | 4.2M | 82.84 | +20.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 272.0M | 2.4% | 2.7M | 97.35 | -1.7% |
| EFV iShares MSCI EAFE Value ETF | 261.9M | 2.3% | 3.5M | 82.23 | +21.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 224.7M | 2.0% | 4.0M | 63.51 | +17.5% |
| JCPB JPMorgan Core Plus Bond ETF | 209.1M | 1.8% | 4.4M | 46.16 | -1.8% |
| BRTR iShares Total Return Active ETF | 202.1M | 1.8% | 4.0M | 49.45 | -1.9% |
| TLH iShares 10-20 Year Treasury Bond ETF | 184.8M | 1.6% | 1.8M | 96.69 | -4.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 181.1M | 1.6% | 2.6M | 81.57 | +31.9% |
| IYG iShares U.S. Financial Services ETF | 180.5M | 1.6% | 2.2M | 96.72 | +10.8% |
| MBB iShares MBS ETF | 167.1M | 1.5% | 1.8M | 93.12 | -0.6% |
| GOVT iShares U.S. Treasury Bond ETF | 151.9M | 1.3% | 6.6M | 22.45 | -2.0% |
| IYK iShares U.S. Consumer Staples ETF | 149.1M | 1.3% | 2.1M | 75.32 | +5.1% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 147.6M | 1.3% | 3.5M | 47.25 | +20.3% |
| IWD iShares Russell 1000 Value ETF | 140.7M | 1.2% | 658.4K | 257.29 | +29.2% |
| IEI iShares 3-7 Year Treasury Bond ETF | 128.7M | 1.1% | 1.1M | 116.41 | -2.1% |
| GLD SPDR GOLD TRUST | 123.7M | 1.1% | 287.5K | 423.36 | +37.3% |
| JIRE JPMorgan International Research Enhanced Equit | 110.3M | 1.0% | 1.5M | 85.32 | +16.9% |
| IJH iShares Core S&P Mid-Cap ETF | 99.3M | 0.9% | 1.5M | 76.77 | +20.8% |
| EMGF iShares Emerging Markets Equity Factor ETF | 96.0M | 0.8% | 1.6M | 71.67 | +34.3% |
| FDVV Fidelity High Dividend ETF | 95.3M | 0.8% | 1.7M | 63.13 | +15.6% |
| DGRO iShares Core Dividend Growth ETF | 89.9M | 0.8% | 1.3M | 79.61 | +20.0% |
| IAU ISHARES GOLD TRUST | 89.2M | 0.8% | 1.0M | 86.79 | +37.5% |
| INMU iShares Intermediate Muni Income Active ETF | 78.7M | 0.7% | 3.3M | 23.77 | +1.3% |
| ABLD Abacus FCF Real Assets Leaders ETF | 73.9M | 0.6% | 2.4M | 33.30 | +16.3% |
| XLF State Street Financial Select Sector SPDR ETF | 69.4M | 0.6% | 1.4M | 57.48 | +8.7% |
| FESM Fidelity Enhanced Small Cap Core ETF | 68.8M | 0.6% | 1.8M | 47.94 | +41.3% |
| ITA iShares U.S. Aerospace & Defense ETF | 68.5M | 0.6% | 313.2K | 237.34 | +22.1% |
| STIP iShares 0-5 Year TIPS Bond ETF | 67.2M | 0.6% | 650.1K | 100.92 | -2.2% |
| SPY SPDR S&P 500 ETF TRUST | 66.0M | 0.6% | 101.4K | 765.72 | +20.0% |
| IYW iShares U.S. Technology ETF | 64.0M | 0.6% | 352.8K | 247.25 | +37.9% |
| MUB iShares National Muni Bond ETF | 55.9M | 0.5% | 526.4K | 105.34 | +1.2% |
| TIP iShares TIPS Bond ETF | 53.5M | 0.5% | 485.2K | 107.13 | -2.7% |
| IVW iShares S&P 500 Growth ETF | 40.9M | 0.4% | 361.2K | 138.83 | +22.2% |
| JMUB JPMorgan Municipal ETF | 39.9M | 0.3% | 797.3K | 49.69 | +0.5% |
| JBND JPMorgan Active Bond ETF | 36.4M | 0.3% | 677.1K | 52.65 | -1.7% |
| EFA iShares MSCI EAFE ETF | 34.5M | 0.3% | 355.0K | 108.24 | +17.1% |
| RSP Invesco S&P 500 Equal Weight ETF | 34.0M | 0.3% | 177.0K | 221.67 | +18.8% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 30.9M | 0.3% | 592.2K | 51.72 | +0.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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