Dynasty Wealth Management, LLC

FundSt. Petersburg · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$13.5B

Reported value of US stock holdings on Jun 30, the filing's own figure

367 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

72, biggest 4

BRBR BELLRING BRANDS INC 122K sharesunder 0.1% of this fund's holdings

IXC ISHARES TR 31,352 sharesunder 0.1% of this fund's holdings

LINE LINEAGE INC 35,252 sharesunder 0.1% of this fund's holdings

BRO BROWN & BROWN INC 22,749 sharesunder 0.1% of this fund's holdings

Sold out

38, biggest 4

HONGBP HONEYWELL INTL INC All 11,360 shares

TRMB TRIMBLE INC All 19,978 shares

ISRG INTUITIVE SURGICAL INC All 2,312 shares

MSTR STRATEGY INC All 5,783 shares

Added to

104, biggest 4

IVV ISHARES TR +30,651 shares+3%

DYNF BLACKROCK ETF TRUST +623K shares+6%

JAVA J P MORGAN EXCHANGE TRADED F +855K shares+10%

BINC BLACKROCK ETF TRUST II +1.1M shares+9%

Trimmed

150, biggest 4

BAI BLACKROCK ETF TRUST −5.5M shares−28%

PWRD TCW ETF TRUST −1.0M shares−16%

IYG ISHARES TR −634K shares−29%

IYK ISHARES TR −388K shares−18%

Top holdings

Reference, not news

Top holdings · 367 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 IVV ISHARES TR 1.2M 6.8% +3%

2 DYNF BLACKROCK ETF TRUST 11.7M 5.9% +6%

3 BAI BLACKROCK ETF TRUST 14.2M 5.5% −28%

4 JAVA J P MORGAN EXCHANGE TRADED F 9.1M 5.3% +10%

5 BINC BLACKROCK ETF TRUST II 13.1M 5.1% +9%

6 PWRD TCW ETF TRUST 5.5M 5.0% −16%

7 IEFA ISHARES TR 6.3M 4.5% +7%

8 FBND FIDELITY MERRIMACK STR TR 11.0M 3.7% +7%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.