13F Filings History of Dynamic Wealth Strategies, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$167,993,083
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
Granite Bay, CA
Summary
This page shows a list of all the recent 13F filings made by Dynamic Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dynamic Wealth Strategies, LLC reported 250 stock holdings with total value $167,993,083 as of Q4 2025. Top holdings included BND, IGM, SGOV, VTV, and VMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 250 $167,993,083 +$22,419,918 -$6,441,001 +$15,978,917 BND, IGM, SGOV, VTV, VMBS 13F-HR 03 Feb 2026, 21:54
Q3 2025 240 $149,672,432 +$20,867,146 -$17,303,018 +$3,564,128 IGM, BND, VTV, SGOV, VGIT 13F-HR 29 Oct 2025, 14:36
Q2 2025 234 $138,858,138 +$32,617,039 -$21,228,169 +$11,388,870 SGOV, BND, IGM, EFA, VTV 13F-HR 13 Aug 2025, 15:10
Q1 2025 233 $120,275,994 +$12,690,809 -$5,115,003 +$7,575,806 VTV, IEF, BND, EFA, IGM 13F-HR 12 May 2025, 18:48
Q4 2024 64 $112,353,416 +$6,996,225 -$14,319,919 -$7,323,694 VTV, IEF, BND, EFA, SPHQ 13F-HR 13 Feb 2025, 13:39
Q3 2024 230 $122,611,000 +$1,971,648 -$2,114,076 -$142,428 VTV, EFA, BND, IEF, SPHQ 13F-HR 13 Nov 2024, 17:29
Q2 2024 239 $116,358,000 +$2,000,980 -$3,585,210 -$1,584,230 VTV, EFA, BND, SPHQ, IEF 13F-HR 15 Aug 2024, 09:34
Q1 2024 244 $117,014,000 +$18,728,516 -$10,561,556 +$8,166,960 VTV, EFA, BND, SPHQ, IEF 13F-HR 15 May 2024, 10:07
Q4 2023 245 $108,600,766 $0 $0 $0 VTV, BND, EFA, SPHQ, VGIT 13F-HR 13 Feb 2024, 15:39