Institutional Fund
Dynasty Wealth Management, LLC
St. Petersburg, FLCIK 17275995 filings on record
Portfolio Value
$11.47B
Q1 2026
Holdings
333
Reported positions
New Buys
53
Opened this quarter
QoQ Change
+12.6%
from $10.18B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.8%
- Blackrock ETF Trust5.6%
- Blackrock ETF Trust5.6%
- Tcw ETF Trust5.6%
- Blackrock ETF Trust II5.4%
- J P Morgan Exchange Traded F5.1%
- Other65.8%
Portfolio Holdings
333 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.19M | $779.56M | 6.8% | +132.4K | Added |
| 2 | Blackrock ETF Trust | 19.65M | $647.50M | 5.6% | +7.71M | Added |
| 3 | Blackrock ETF Trust | 11.06M | $643.57M | 5.6% | +1.53M | Added |
| 4 | Tcw ETF Trust | 6.57M | $642.35M | 5.6% | +1.27M | Added |
| 5 | Blackrock ETF Trust II | 12.03M | $624.49M | 5.4% | +3.03M | Added |
| 6 | J P Morgan Exchange Traded F | 8.20M | $588.19M | 5.1% | +3.42M | Added |
| 7 | Ishares Tr | 5.94M | $537.46M | 4.7% | +754.2K | Added |
| 8 | Fidelity Merrimack Str Tr | 10.21M | $465.81M | 4.1% | +1.56M | Added |
| 9 | Spdr Series Trust | 3.82M | $373.69M | 3.3% | −19.3K | Reduced |
| 10 | Ab Active Etfs Inc | 8.26M | $361.87M | 3.2% | +8.26M | New |
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