Dynasty Wealth Management, LLC - Portfolio overview

Dynasty Wealth Management, LLC has 390 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 6.63%
2. BAI - BLACKROCK ETF TRUST, 5.51%
3. DYNF - BLACKROCK ETF TRUST, 5.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.