Notify me when Dynasty Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 336 | $10,178,268,205 | +$3,175,953,204 | -$580,774,592 | +$2,595,178,612 | IVV, ABFL, DYNF, PWRD, BINC | 13F-HR | 10 Feb 2026, 15:56 |
| Q3 2025 | 303 | $7,490,786,806 | +$1,560,200,132 | -$303,637,707 | +$1,256,562,425 | IVV, ABFL, SPYG, FBCG, DYNF | 13F-HR | 29 Oct 2025, 15:54 |
| Q2 2025 | 228 | $5,868,927,370 | +$145,515,325 | -$794,823,080 | -$649,307,755 | ABFL, IVV, BINC, SPYG, FBND | 13F-HR | 05 Aug 2025, 10:54 |
| Q1 2025 | 248 | $5,958,747,273 | +$1,123,127,970 | -$782,962,820 | +$340,165,150 | IVV, ABFL, BINC, SPYG, FBND | 13F-HR | 02 May 2025, 14:25 |
| Q4 2024 | 247 | $5,796,978,804 | +$2,774,890,016 | -$204,237,979 | +$2,570,652,037 | IVV, ABFL, BINC, SPYG, AGG | 13F-HR | 05 Feb 2025, 11:02 |
| Q3 2024 | 224 | $2,204,767,397 | +$321,735,617 | -$987,269,303 | -$665,533,686 | IVV, AGG, TTAC, MBB, IYW | 13F-HR | 12 Nov 2024, 11:02 |
| Q2 2024 | 238 | $3,340,771,028 | +$527,796,959 | -$326,941,978 | +$200,854,981 | IVV, SPYG, TTAC, AGG, BINC | 13F-HR | 12 Aug 2024, 12:06 |
| Q1 2024 | 251 | $3,135,765,586 | $0 | $0 | $0 | IVV, SPYG, TTAC, IEFA, AGG | 13F-HR | 15 May 2024, 17:47 |
| Q4 2018 | 3 | $760,000 | $0 | -$76,419,949 | -$76,419,949 | LYB, VEA, VTI | 13F-HR | 12 Feb 2019, 11:05 |
| Q3 2018 | 126 | $77,685,000 | +$29,595,582 | -$2,709,491 | +$26,886,091 | JNJ, SPY, IWB, XLK, IWM | 13F-HR | 09 Nov 2018, 14:35 |
| Q2 2018 | 75 | $48,306,000 | +$8,082,711 | -$188,703,120 | -$180,620,409 | JNJ, SPY, XLK, VEA, IWM | 13F-HR | 16 Aug 2018, 17:09 |
| Q1 2018 | 73 | $238,587,000 | +$199,480,292 | -$17,507,979 | +$181,972,313 | JNJ, SPY, VEA, XLK, PKW | 13F-HR | 20 Apr 2018, 14:38 |
| Q4 2017 | 100 | $57,912,000 | $0 | $0 | $0 | JNJ, VEA, IWN, PKW, IWM | 13F-HR | 15 Feb 2018, 15:52 |