Dynasty Wealth Management, LLC Purchases in Q3 2025

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NETZ
Engine No 1 ETF Tr Transform C

ETFs
879K
+ 37.18%
N/A
3.24M $317B
IVV
Ishares Core S&P 500 ETF

ETFs
168K
+ 22.81%
$620.67 - $670.08 $104M - $113M
906K $606B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.49M
+ 31.1%
$54.35 - $59.32 $81M - $88.4M
6.28M $372B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.5M
+ 27.3%
$47.75 - $54.24 $71.8M - $81.6M
7.01M $376B
TTAC
Fcf Us Quality ETF

ETFs
1.34M
+ 20.16%
$69.96 - $71.12 $93.6M - $95.1M
7.97M $574B
SPYG
Spdr Portfolio

ETFs
578K
+ 18.67%
$94.33 - $105.31 $54.5M - $60.9M
3.67M $384B
IEMG
Ishares Inc

ETFs
719K
+ 20.74%
N/A
4.18M $276B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
778K
+ 26.08%
$64.75 - $69.05 $50.4M - $53.7M
3.76M $259B
IEFA
Ishares Tr

ETFs
574K
+ 19.1%
$81.7 - $87.53 $46.9M - $50.2M
3.58M $313B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
515K
New
$99.08 - $103.57 $51.1M - $53.4M
515K $53.1B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
792K
New
$50.09 - $50.73 $39.6M - $40.2M
792K $40B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
787K
+ 13.4%
$45.26 - $46.63 $35.6M - $36.7M
6.66M $308B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
325K
+ 120.8%
$117.65 - $120.08 $38.2M - $39M
593K $70.9B
IYW
Ishares Dj Us Tech ETF

ETFs
64.1K
+ 6.11%
$171.38 - $197.01 $11M - $12.6M
1.11M $218B
Blackrock ETF Trust Ii
621K
+ 10.79%
N/A
6.38M $339B
IYF
Ishares Tr

ETFs
273K
New
$119.89 - $127.16 $32.8M - $34.7M
273K $34.6B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
418K
+ 39.52%
$69.02 - $73.57 $28.8M - $30.7M
1.48M $108B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
259K
+ 10.48%
$97.75 - $100.75 $25.3M - $26M
2.73M $273B
HEFA
Ishares Currency Hedged Msci E

ETFs
557K
+ 15.31%
$37.2 - $39.61 $20.7M - $22.1M
4.19M $166B
NVDA
Nvidia Corp

Technology
148K
New
$153.3 - $186.58 $22.7M - $27.6M
148K $27.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
90.2K
+ 18.34%
$182.33 - $194.5 $16.4M - $17.5M
582K $113B
EFV
Msci Eafe Value ETF

ETFs
259K
+ 23.75%
$62.79 - $68.42 $16.3M - $17.7M
1.35M $91.7B
EMGF
Ishares Msci Emerging Markets

ETFs
315K
+ 32.16%
$51.93 - $56.75 $16.4M - $17.9M
1.29M $73.2B
MSFT
Microsoft Corp

Technology
42.5K
+ 4804.3%
$491.09 - $535.64 $20.9M - $22.7M
43.4K $22.5B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
203K
+ 75.09%
$98.52 - $103.93 $20M - $21.1M
473K $48.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
287K
New
$62.09 - $66.51 $17.8M - $19.1M
287K $18.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
130K
+ 70.17%
$108.97 - $121.65 $14.2M - $15.8M
316K $38.1B
AAPL
Apple Inc.

Technology
64.4K
+ 397.57%
$202.38 - $256.87 $13M - $16.5M
80.6K $20.5B
MBB
Ishares Tr

ETFs
161K
+ 10.81%
$92.46 - $95.73 $14.9M - $15.4M
1.65M $157B
IAU
Ishares Gold Trust

ETFs
70.6K
+ 6.24%
$61.62 - $72.77 $4.35M - $5.14M
1.2M $87.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
35.5K
New
$420.11 - $472.68 $14.9M - $16.8M
35.5K $16.6B
EFG
Msci Eafe Growth ETF

ETFs
113K
+ 24.56%
$106.99 - $114.46 $12M - $12.9M
571K $65B
MUB
Ishares National Muni Bond ETF

ETFs
97.3K
+ 34.68%
$103.24 - $106.68 $10M - $10.4M
378K $40.2B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
96.6K
+ 10.37%
$102.4 - $103.88 $9.9M - $10M
1.03M $106B
GOOGL
Alphabet Inc.

Communication Services
37.6K
+ 207.73%
$174.36 - $254.72 $6.55M - $9.57M
55.7K $13.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.2K
+ 5.31%
$108.46 - $120.63 $3.6M - $4.01M
658K $78.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
85K
+ 7.22%
$92.18 - $95.14 $7.83M - $8.08M
1.26M $120B
FDVV
Fidelity High Dividend ETF

ETFs
131K
+ 23.36%
$52.42 - $55.71 $6.88M - $7.31M
693K $38.6B
AVGO
Broadcom Inc.

Technology
28.4K
New
$264.74 - $369.57 $7.52M - $10.5M
28.4K $9.37B
J P Morgan Exchange Traded F
171K
New
N/A
171K $9.24B
JPM
Jpmorgan Chase & CO

Financial Services
28.7K
New
$282.78 - $316.06 $8.1M - $9.06M
28.7K $9.04B
META
Meta Platforms, Inc.

Communication Services
11.6K
+ 652.54%
$695.21 - $791.73 $8.03M - $9.14M
13.3K $9.78B
XLF
Financial Sector Spdr

ETFs
102K
+ 6.72%
$51.37 - $54.25 $5.25M - $5.54M
1.62M $87.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
134K
+ 9.09%
$52.39 - $53.11 $7.02M - $7.11M
1.61M $85.3B
MEM
Matthews Asia Fds Emerging Mar
206K
New
N/A
206K $7.48B
TSLA
Tesla, Inc.

Consumer Cyclical
16.4K
New
$293.94 - $444.72 $4.81M - $7.27M
16.4K $7.27B
GOOG
Alphabet Inc.

Communication Services
26.7K
New
$175.16 - $255.24 $4.67M - $6.81M
26.7K $6.5B
TTAI
Fcf International Quality ETF
175K
+ 69.06%
N/A
428K $13.3B
VEA
Vanguard Ftse Developed Market

ETFs
75.6K
+ 42.99%
$56.02 - $60.3 $4.24M - $4.56M
251K $15.1B
Activity Summary
Buys All Purchases 232 New Holdings 127 Increased Positions 105 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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