Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

Dynasty Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6 Trillion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $467B, Fcf Us Quality ETF with a value of $430B, Blackrock ETF Trust Ii with a value of $309B, Spdr Portfolio with a value of $302B, and Fidelity Merrimack Str Tr Tota with a value of $273B.

Examining the 13F form we can see an increase of $205B in the current position value, from $5.8T to 6T.

Dynasty Wealth Management, LLC is based out at St. Petersburg, FL

Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6 Trillion
Technology: $61.1 Billion
Financial Services: $43.2 Billion
Healthcare: $35.2 Billion
Consumer Cyclical: $28.8 Billion
Industrials: $22.3 Billion
Communication Services: $16.9 Billion
Consumer Defensive: $13.3 Billion
Energy: $9.17 Billion
Other: $14.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$467 Billion 7.77% of portfolio
830,277
Q1 2025 Added 0.54%
$0
$430 Billion 7.17% of portfolio
6,729,463
Q1 2025 Reduced 4.38%
Blackrock ETF Trust Ii
-
$309 Billion 5.14% of portfolio
-
Q1 2025 Reduced 7.37%
$0
$302 Billion 5.03% of portfolio
3,756,820
Q1 2025 Added 6.05%
$0
$273 Billion 4.54% of portfolio
5,970,330
Q1 2025 Added 103.04%
$0
$267 Billion 4.45% of portfolio
6,679,781
Q1 2025 Added 19.71%
$0
$262 Billion 4.37% of portfolio
5,377,151
Q1 2025 Added 12.53%
$0
$254 Billion 4.24% of portfolio
3,360,577
Q1 2025 Reduced 8.3%
$0
$246 Billion 4.11% of portfolio
2,491,089
Q1 2025 Reduced 15.51%
$0
$224 Billion 3.74% of portfolio
4,394,135
Q1 2025 Added 32.74%
$0
$214 Billion 3.57% of portfolio
4,201,045
Q1 2025 Added 57.75%
$0
$211 Billion 3.51% of portfolio
3,902,977
Q1 2025 Added 50.22%
$0
$197 Billion 3.28% of portfolio
3,095,605
Q1 2025 New
$0
$184 Billion 3.06% of portfolio
1,308,001
Q1 2025 Reduced 6.84%
$0
$143 Billion 2.37% of portfolio
1,519,643
Q1 2025 Reduced 22.86%
$0
$141 Billion 2.35% of portfolio
3,883,488
Q1 2025 Reduced 12.96%
$0
$97.9 Billion 1.63% of portfolio
946,182
Q1 2025 Added 115.17%
$0
$94.3 Billion 1.57% of portfolio
1,036,343
Q1 2025 Added 14.48%
$0
$90.9 Billion 1.51% of portfolio
531,792
Q1 2025 Added 1.5%
$0
$80.4 Billion 1.34% of portfolio
1,614,432
Q1 2025 New
-
$80.4 Billion 1.34% of portfolio
-
Q1 2025 Reduced 10.6%
$0
$79.5 Billion 1.33% of portfolio
1,518,996
Q1 2025 Added 5.33%
$0
$75.2 Billion 1.25% of portfolio
1,180,260
Q1 2025 New
$0
$72.5 Billion 1.21% of portfolio
129,680
Q1 2025 Added 8.79%
$52.7B
$71.1 Billion 1.18% of portfolio
1,205,274
Q1 2025 Added 59.95%
$0
$69.7 Billion 1.16% of portfolio
1,182,327
Q1 2025 Reduced 9.91%
$0
$69.2 Billion 1.15% of portfolio
255,641
Q1 2025 Added 1,757.59%
$0
$68 Billion 1.13% of portfolio
649,863
Q1 2025 Reduced 9.86%
$0
$51.5 Billion 0.86% of portfolio
515,170
Q1 2025 Reduced 36.03%
$0
$51.5 Billion 0.86% of portfolio
1,100,736
Q1 2025 Added 157.77%
$0
$48.2 Billion 0.8% of portfolio
934,395
Q1 2025 Reduced 6.59%
$0
$45.8 Billion 0.76% of portfolio
412,277
Q1 2025 Added 3.45%
$0
$42.3 Billion 0.7% of portfolio
528,277
Q1 2025 Added 139.92%
J P Morgan Exchange Traded F
-
$37.9 Billion 0.63% of portfolio
-
Q1 2025 Reduced 38.09%
$0
$32.2 Billion 0.54% of portfolio
272,960
Q1 2025 New
$0
$29.3 Billion 0.49% of portfolio
591,064
Q1 2025 New
$0
$28.8 Billion 0.48% of portfolio
273,423
Q1 2025 Reduced 12.23%
$0
$27.9 Billion 0.46% of portfolio
268,736
Q1 2025 Reduced 0.73%
$0
$21.7 Billion 0.36% of portfolio
433,325
Q1 2025 Added 246.26%
$0
$20.7 Billion 0.34% of portfolio
223,034
Q1 2025 Added 27.32%
$0
$19.5 Billion 0.32% of portfolio
249,161
Q1 2025 Added 199.9%
$0
$14.1 Billion 0.23% of portfolio
155,450
Q1 2025 Added 5.12%
$1.88T
$11.7 Billion 0.19% of portfolio
61,511
Q1 2025 Added 46.66%
$0
$11.3 Billion 0.19% of portfolio
56,095
Q1 2025 Reduced 75.84%
$3.42T
$9.55 Billion 0.16% of portfolio
43,013
Q1 2025 Added 44.2%
$0
$9.73 Billion 0.16% of portfolio
214,976
Q1 2025 Reduced 3.27%
$957B
$7.77 Billion 0.13% of portfolio
50,247
Q1 2025 Added 57.4%
$0
$7.85 Billion 0.13% of portfolio
156,232
Q1 2025 Added 8.77%
$2.95T
$7.54 Billion 0.13% of portfolio
20,098
Q1 2025 Reduced 4.4%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $6 Trillion
  • Prior Value $5.8 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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