Dynasty Wealth Management, LLC
334 holdingsFiling period: 2026-03-31Current AUM: $12.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.19M | $779.6M | $895.5M | 7.12% | +132.4K | 2026-03-31 |
| 2 | BAI | BLACKROCK ETF TRUST | 19.65M | $647.5M | $812.4M | 6.46% | +7.71M | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 11.06M | $643.6M | $746.1M | 5.93% | +1.53M | 2026-03-31 |
| 4 | PWRD | TCW ETF TRUST | 6.57M | $642.4M | $709.2M | 5.64% | +1.27M | 2026-03-31 |
| 5 | BINC | BLACKROCK ETF TRUST II | 12.03M | $624.5M | $625.2M | 4.97% | +3.03M | 2026-03-31 |
| 6 | JAVA | J P MORGAN EXCHANGE TRADED F | 8.20M | $588.2M | $668.6M | 5.31% | +3.42M | 2026-03-31 |
| 7 | IEFA | ISHARES TR | 5.94M | $537.5M | $583.3M | 4.64% | +754.2K | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 10.21M | $465.8M | $456.6M | 3.63% | +1.56M | 2026-03-31 |
| 9 | SPYG | SPDR SERIES TRUST | 3.82M | $373.7M | $447.1M | 3.55% | -19,280 | 2026-03-31 |
| 10 | EMOP | AB ACTIVE ETFS INC | 8.26M | $361.9M | $403.4M | 3.21% | -- | 2026-03-31 |
| 11 | FBCG | FIDELITY COVINGTON TRUST | 7.19M | $360.2M | $429.6M | 3.41% | -255,805 | 2026-03-31 |
| 12 | IWF | ISHARES TR | 2.93M | $311.9M | $346.1M | 2.75% | +2.27M | 2026-03-31 |
| 13 | ABFL | ABACUS FCF ETF TR | 4.20M | $298.8M | $341.5M | 2.71% | -4,020,237 | 2026-03-31 |
| 14 | AGG | ISHARES TR | 2.74M | $272.0M | $266.8M | 2.12% | -167,511 | 2026-03-31 |
| 15 | EFV | ISHARES TR | 3.52M | $261.9M | $284.9M | 2.26% | +2.64M | 2026-03-31 |
| 16 | SPYV | SPDR SERIES TRUST | 3.97M | $224.7M | $246.5M | 1.96% | +351.5K | 2026-03-31 |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | 4.44M | $209.1M | $205.1M | 1.63% | +715.9K | 2026-03-31 |
| 18 | BRTR | BLACKROCK ETF TRUST II | 4.03M | $202.1M | $199.1M | 1.58% | +2.85M | 2026-03-31 |
| 19 | TLH | ISHARES TR | 1.83M | $184.8M | $177.1M | 1.41% | +606.6K | 2026-03-31 |
| 20 | IEMG | ISHARES INC | 2.60M | $181.1M | $201.5M | 1.60% | -4,143,961 | 2026-03-31 |
| 21 | IYG | ISHARES TR | 2.18M | $180.5M | $208.1M | 1.65% | +1.65M | 2026-03-31 |
| 22 | MBB | ISHARES TR | 1.76M | $167.1M | $163.6M | 1.30% | +303.3K | 2026-03-31 |
| 23 | GOVT | ISHARES TR | 6.63M | $151.9M | $148.8M | 1.18% | +6.16M | 2026-03-31 |
| 24 | IYK | ISHARES TR | 2.13M | $149.1M | $159.1M | 1.26% | -- | 2026-03-31 |
| 25 | HEFA | ISHARES TR | 3.47M | $147.6M | $161.3M | 1.28% | -80,635 | 2026-03-31 |
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