Dynasty Wealth Management, LLC - Portfolio Stock Holdings
Dynasty Wealth Management, LLC disclosed 380 stock positions in a recent SEC 13F filing. $12,977,079,214 of stock holdings were filed, with the largest holdings including IVV, DYNF, and JAVA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
380Est. Stock Holding Value:
$12,977,079,214Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dynasty Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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