Dynasty Wealth Management, LLC
367 holdingsFiling period: 2026-06-30Current AUM: $13.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.22M | $916.7M | $928.9M | 7.07% | +30.7K | 2026-06-30 |
| 2 | DYNF | BLACKROCK ETF TRUST | 11.68M | $794.7M | $803.4M | 6.11% | +623.0K | 2026-06-30 |
| 3 | BAI | BLACKROCK ETF TRUST | 14.15M | $746.0M | $601.7M | 4.58% | -5,500,264 | 2026-06-30 |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | 9.05M | $718.9M | $739.6M | 5.63% | +855.4K | 2026-06-30 |
| 5 | BINC | BLACKROCK ETF TRUST II | 13.12M | $686.8M | $671.3M | 5.11% | +1.10M | 2026-06-30 |
| 6 | PWRD | TCW ETF TRUST | 5.52M | $679.1M | $567.1M | 4.32% | -1,047,421 | 2026-06-30 |
| 7 | IEFA | ISHARES TR | 6.33M | $610.9M | $621.8M | 4.73% | +388.8K | 2026-06-30 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 10.97M | $499.0M | $484.8M | 3.69% | +759.5K | 2026-06-30 |
| 9 | SPYG | SPDR SERIES TRUST | 3.81M | $453.5M | $454.0M | 3.45% | -5,011 | 2026-06-30 |
| 10 | EMOP | AB ACTIVE ETFS INC | 8.63M | $450.5M | $433.2M | 3.30% | +367.3K | 2026-06-30 |
| 11 | FBCG | FIDELITY COVINGTON TRUST | 7.05M | $438.2M | $427.0M | 3.25% | -131,540 | 2026-06-30 |
| 12 | IWF | ISHARES TR | 2.96M | $367.0M | $356.0M | 2.71% | +30.5K | 2026-06-30 |
| 13 | ABFL | ABACUS FCF ETF TR | 4.25M | $364.5M | $339.3M | 2.58% | +45.7K | 2026-06-30 |
| 14 | EFV | ISHARES TR | 4.70M | $359.7M | $383.6M | 2.92% | +1.18M | 2026-06-30 |
| 15 | IWB | ISHARES TR | 838.2K | $343.2M | $346.3M | 2.64% | +836.2K | 2026-06-30 |
| 16 | AGG | ISHARES TR | 2.90M | $287.0M | $278.0M | 2.12% | +160.0K | 2026-06-30 |
| 17 | IEMG | ISHARES INC | 3.17M | $262.5M | $253.8M | 1.93% | +572.2K | 2026-06-30 |
| 18 | SPYV | SPDR SERIES TRUST | 4.08M | $248.2M | $256.1M | 1.95% | +111.5K | 2026-06-30 |
| 19 | BRTR | BLACKROCK ETF TRUST II | 4.86M | $244.5M | $236.1M | 1.80% | +831.1K | 2026-06-30 |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | 5.02M | $235.6M | $227.9M | 1.73% | +577.8K | 2026-06-30 |
| 21 | TLH | ISHARES TR | 2.05M | $205.7M | $194.4M | 1.48% | +215.1K | 2026-06-30 |
| 22 | GOVT | ISHARES TR | 7.93M | $180.7M | $175.5M | 1.34% | +1.30M | 2026-06-30 |
| 23 | IWD | ISHARES TR | 725.6K | $175.9M | $183.9M | 1.40% | +67.2K | 2026-06-30 |
| 24 | MBB | ISHARES TR | 1.83M | $173.3M | $167.3M | 1.27% | +73.2K | 2026-06-30 |
| 25 | HEFA | ISHARES TR | 3.56M | $167.2M | $165.2M | 1.26% | +89.5K | 2026-06-30 |
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