Dynamic Wealth Strategies, LLC - Portfolio overview

Dynamic Wealth Strategies, LLC has 298 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD TOTAL BOND MARKET ETF, 9.61%
2. SGOV - ISHARES 0-3 MONTH TREASURY BOND ETF, 7.04%
3. IGM - ISHARES EXPANDED TECH SECTOR ETF, 6.97%

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

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