Dynamic Wealth Strategies, LLC - Portfolio Stock Holdings
Dynamic Wealth Strategies, LLC disclosed 295 stock positions in a recent SEC 13F filing. $187,431,456 of stock holdings were filed, with the largest holdings including BND, IGM, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $190,658,400 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
295Est. Stock Holding Value:
$187,431,456Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dynamic Wealth Strategies, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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