Dynasty Wealth Management, LLC - Portfolio Stock Holdings
Dynasty Wealth Management, LLC disclosed 388 stock positions in a recent SEC 13F filing. $11,431,084,497 of stock holdings were filed, with the largest holdings including IVV, BAI, and DYNF. This filing represented positions held on March 31, 2026, and was filed on May 14, 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:
March 31, 2026No. of Stocks:
388Est. Stock Holding Value:
$11,431,084,497Top 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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