How many stocks does Dynasty Wealth Management, LLC own?

As of Q1 2026, Dynasty Wealth Management, LLC holds 333 positions in their 13F portfolio.

What is Dynasty Wealth Management, LLC's largest holding?

IVV at 6.8% of portfolio, worth $779.6M.

What is Dynasty Wealth Management, LLC's total portfolio value?

$11.5B as of Q1 2026, tracked across 333 holdings.

Is Dynasty Wealth Management, LLC a hedge fund?

Dynasty Wealth Management, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Dynasty Wealth Management, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Dynasty Wealth Management, LLC's portfolio changed in Q1 2026?

View Dynasty Wealth Management, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Dynasty Wealth Management, LLC's investment strategy?

Dynasty Wealth Management, LLC is classified as a Diversified Scout fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Dynasty Wealth Management, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Dynasty Wealth Management, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$11.5B

AUM

333

Positions

Q1 2026

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New14%Increased50%Decreased27%Exited9%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.1 years

<1Q12%1-4Q32%1-2Y11%2Y+45%

Q1 2026 Summary

Active quarter - 53 new positions, 56 exits, 131 increased. Top move: JAVA (INCREASED, conviction 91). Portfolio: $11.5B across 333 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.80%

BAI5.65%

DYNF5.61%

PWRD5.60%

BINC5.44%

JAVA5.13%

IEFA4.69%

FBND4.06%

SPYG3.26%

EMOP3.16%

Other3.14%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU9Q held

MICRON TECHNOLOGY INC

Avg $142.13 · $10.2M est. P&L

Est. P&L

+423.07%

VRT9Q held

VERTIV HOLDINGS CO

Avg $111.20 · $1.2M est. P&L

Est. P&L

+233.87%

FLEX9Q held

FLEXTRONICS INTL LTD

Avg $42.54 · $4.2M est. P&L

Est. P&L

+224.10%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings333 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	1.2M	$779.6M	6.8%	—	$588.67	+26.12%	9 qtrssince 2024-Q1	Increased 69
BAI ETF BLACKROCK ETF TRUST	19.7M	$647.5M	5.6%	—	$33.59	+39.28%	2 qtrssince 2025-Q4	Increased 89
DYNF ETF BLACKROCK ETF TRUST	11.1M	$643.6M	5.6%	—	$56.23	+17.88%	6 qtrssince 2024-Q4	Increased 71
PWRD ETF TCW ETF TRUST	6.6M	$642.4M	5.6%	—	$88.75	+26.17%	9 qtrssince 2024-Q1	Increased 75
BINC ETF BLACKROCK ETF TRUST II	12M	$624.5M	5.4%	—	$50.82	+2.46%	6 qtrssince 2024-Q4	Increased 79
JAVA ETF J P MORGAN EXCHANGE TRADED F	8.2M	$588.2M	5.1%	—	$69.30	+8.97%	5 qtrssince 2025-Q1	Increased 91
IEFA ETF ISHARES TR	5.9M	$537.5M	4.7%	—	$80.51	+18.26%	9 qtrssince 2024-Q1	Increased 66
FBND ETF FIDELITY MERRIMACK STR TR	10.2M	$465.8M	4.1%	—	$44.35	+1.97%	8 qtrssince 2024-Q2	Increased 67
SPYG ETF SPDR SERIES TRUST	3.8M	$373.7M	3.3%	—	$90.96	+30.13%	6 qtrssince 2024-Q4	Decreased 0
EMOP ETF AB ACTIVE ETFS INC	8.3M	$361.9M	3.2%	—	$45.15	+11.16%	1 qtr	New 86
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