Dynamic Wealth Strategies, LLC - Portfolio Stock Holdings
Dynamic Wealth Strategies, LLC disclosed 304 stock positions in a recent SEC 13F filing. $187,734,959 of stock holdings were filed, with the largest holdings including BND, IGM, and VGSH. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
304Est. Stock Holding Value:
$187,734,959Top 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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% Change
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