Dynasty Wealth Management, LLC - Portfolio Stock Holdings
Dynasty Wealth Management, LLC disclosed 402 stock positions in a recent SEC 13F filing. $13,456,723,814 of stock holdings were filed, with the largest holdings including IVV, DYNF, and BAI. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.We estimate the fund has a total AUM of $13,883,576,456 and has 200 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.
Report Period:
June 30, 2026No. of Stocks:
402Est. Stock Holding Value:
$13,456,723,814Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dynasty Wealth Management, LLC
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% of Portfolio
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