Dynasty Wealth Management, LLC

Est. AUM

$11.47B

13F long equity, this entity only

Positions

333

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$779.6M	1193426	6.80%	SOLE
2	BLACKROCK ETF TRUST	ISHARES A I INNO	$647.5M	19651117	5.65%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$643.6M	11061727	5.61%	SOLE
4	TCW ETF TRUST	TRANSFORM SYSTEM	$642.4M	6570313	5.60%	SOLE
5	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$624.5M	12025663	5.44%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$588.2M	8197776	5.13%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$537.5M	5936800	4.69%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$465.8M	10210549	4.06%	SOLE
9	SPDR SERIES TRUST	PRTFLO S&P500 GW	$373.7M	3816675	3.26%	SOLE
10	AB ACTIVE ETFS INC	EMERGING MKTS OP	$361.9M	8258081	3.16%	SOLE
11	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$360.2M	7186404	3.14%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$311.9M	2925449	2.72%	SOLE
13	ABACUS FCF ETF TR	ABACUS FCF LEADE	$298.8M	4199467	2.60%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$272.0M	2740098	2.37%	SOLE
15	ISHARES TR	EAFE VALUE ETF	$261.9M	3522247	2.28%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$224.7M	3971984	1.96%	SOLE
17	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$209.1M	4440748	1.82%	SOLE
18	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$202.1M	4026972	1.76%	SOLE
19	ISHARES TR	10-20 YR TRS ETF	$184.8M	1834991	1.61%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$181.1M	2596299	1.58%	SOLE
21	ISHARES TR	U.S. FIN SVC ETF	$180.5M	2179071	1.57%	SOLE
22	ISHARES TR	MBS ETF	$167.1M	1760337	1.46%	SOLE
23	ISHARES TR	US TREAS BD ETF	$151.9M	6629343	1.32%	SOLE
24	ISHARES TR	US CONSM STAPLES	$149.1M	2128826	1.30%	SOLE
25	ISHARES TR	HDG MSCI EAFE	$147.6M	3473227	1.29%	SOLE
26	ISHARES TR	RUS 1000 VAL ETF	$140.7M	658371	1.23%	SOLE
27	ISHARES TR	3 7 YR TREAS BD	$128.7M	1085040	1.12%	SOLE
28	SPDR GOLD TR	GOLD SHS	$123.7M	287470	1.08%	SOLE
29	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$110.3M	1455928	0.96%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$99.3M	1470494	0.87%	SOLE
31	ISHARES INC	EMNG MKTS EQT	$96.0M	1589413	0.84%	SOLE
32	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$95.3M	1724565	0.83%	SOLE
33	ISHARES TR	CORE DIV GRWTH	$89.9M	1281275	0.78%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$89.2M	1011766	0.78%	SOLE
35	BLACKROCK ETF TRUST II	ISHARES INTERMED	$78.7M	3290251	0.69%	SOLE
36	ABACUS FCF ETF TR	ABACUS FCF REAL	$73.9M	2366111	0.64%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET FIN	$69.4M	1405645	0.61%	SOLE
38	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$68.8M	1810612	0.60%	SOLE
39	ISHARES TR	US AER DEF ETF	$68.5M	313175	0.60%	SOLE
40	ISHARES TR	0-5 YR TIPS ETF	$67.2M	650096	0.59%	SOLE
41	SPDR S&P 500 ETF TR	TR UNIT	$66.0M	101433	0.58%	SOLE
42	ISHARES TR	U.S. TECH ETF	$64.0M	352756	0.56%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$55.9M	526425	0.49%	SOLE
44	ISHARES TR	TIPS BD ETF	$53.5M	485165	0.47%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$40.9M	361235	0.36%	SOLE
46	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$39.9M	797261	0.35%	SOLE
47	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$36.4M	677096	0.32%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$34.5M	354980	0.30%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$34.0M	177042	0.30%	SOLE
50	PIMCO ETF TR	INTER MUN BD ACT	$30.9M	592190	0.27%	SOLE

1–50 of 333

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.