13FBOX
Dynasty Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Dynasty Wealth Management, LLC

No.485 Data as of 2026Q2
Latest AUM (Q2 2026)
$13.46B
QoQ Change Q1 2026
+$1.99B+17.3%
Holdings
367
New Buys
71
Adds
126
Reduces
170
Exits
37
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
6.81%6.8%$916.7M1.2M$779.6M1.2M+30,651+2.57%Add
BBLACKROCK ETF TRUSTDYNF
5.9%5.61%$794.7M11.7M$643.6M11.1M+623,047+5.63%Add
BBLACKROCK ETF TRUSTBAI
5.54%5.65%$746.0M14.2M$647.5M19.7M-5.5M-27.99%Reduce
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
5.34%5.13%$718.9M9.1M$588.2M8.2M+855,433+10.43%Add
BBLACKROCK ETF TRUST IIBINC
5.1%5.44%$686.8M13.1M$624.5M12.0M+1.1M+9.12%Add
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
5.05%5.6%$679.1M5.5M$642.4M6.6M-1.0M-15.94%Reduce
IISHARES TRIEFA
4.54%4.69%$610.9M6.3M$537.5M5.9M+388,848+6.55%Add
FFIDELITY MERRIMACK STR TRFBND
3.71%4.06%$499.0M11.0M$465.8M10.2M+759,498+7.44%Add
SSPDR SERIES TRUSTSPYG
3.37%3.26%$453.5M3.8M$373.7M3.8M-5,011-0.13%Reduce
AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP
3.35%3.16%$450.5M8.6M$361.9M8.3M+367,321+4.45%Add
FFIDELITY COVINGTON TRUSTFBCG
3.26%3.14%$438.2M7.1M$360.2M7.2M-131,540-1.83%Reduce
IISHARES RUSSELLIWF
2.73%2.72%$367.0M3.0M$311.9M2.9M+30,477+1.04%Add
AABACUS FCF ETF TRABFL
2.71%2.6%$364.5M4.2M$298.8M4.2M+45,726+1.09%Add
IISHARES TREFV
2.67%2.28%$359.7M4.7M$261.9M3.5M+1.2M+33.42%Add
IISHARES RUSSELLIWB
2.55%0.01%$343.2M838,203$706,2931,981+836,222+42,212.12%Add
IISHARES TRAGG
2.13%2.37%$287.0M2.9M$272.0M2.7M+159,962+5.84%Add
IISHARES INCIEMG
1.95%1.58%$262.5M3.2M$181.1M2.6M+572,243+22.04%Add
SSTATE STREETSPYV
1.84%1.96%$248.2M4.1M$224.7M4.0M+111,546+2.81%Add
BBLACKROCK ETF TRUST IIBRTR
1.82%1.76%$244.5M4.9M$202.1M4.0M+831,088+20.64%Add
JJPMORGAN CORE PLUS BOND ETFJCPB
1.75%1.82%$235.6M5.0M$209.1M4.4M+577,817+13.01%Add
IISHARES TRTLH
1.53%1.61%$205.7M2.1M$184.8M1.8M+215,080+11.72%Add
IISHARES TRGJS
1.34%1.32%$180.7M7.9M$151.9M6.6M+1.3M+19.65%Add
IISHARES TRIWD
1.31%1.23%$175.9M725,606$140.7M658,371+67,235+10.21%Add
ISHARES MBSACGL
1.29%1.46%$173.3M1.8M$167.1M1.8M+73,230+4.16%Add
IISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA
1.24%1.29%$167.2M3.6M$147.6M3.5M+89,529+2.58%Add
IISHARES TRIEI
1.1%1.12%$147.6M1.3M$128.7M1.1M+172,090+15.86%Add
IISHARES US FINANCIAL SERVICES ETFIYG
1.04%1.57%$139.8M1.5M$180.5M2.2M-633,877-29.09%Reduce
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.98%0.96%$132.5M1.6M$110.3M1.5M+150,580+10.34%Add
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.94%1.3%$126.5M1.7M$149.1M2.1M-388,343-18.24%Reduce
SSPDR GOLD TRGLD
0.9%1.08%$120.5M327,060$123.7M287,470+39,590+13.77%Add
IISHARES EMERGING MARKETS EQUITY FACTOR ETFEMGF
0.87%0.84%$117.0M1.6M$96.0M1.6M+8,271+0.52%Add
IISHARES COREIJH
0.85%0.87%$114.1M1.5M$99.3M1.5M+8,643+0.59%Add
FFIDELITY COVINGTON TRUSTFDVV
0.85%0.83%$113.8M1.9M$95.3M1.7M+163,544+9.48%Add
IISHARES TRDGRO
0.75%0.78%$100.7M1.3M$89.9M1.3M+47,908+3.74%Add
BBLACKROCK ETF TRUST IIINMU
0.71%0.69%$95.1M3.9M$78.7M3.3M+631,525+19.19%Add
FFIDELITY COVINGTON TRUSTFESM
0.65%0.6%$87.2M1.8M$68.8M1.8M-4,471-0.25%Reduce
IISHARES TRITA
0.63%0.6%$84.5M348,483$68.5M313,175+35,308+11.27%Add
SSELECT SECTOR SPDR TRXLF
0.57%0.61%$76.8M1.4M$69.4M1.4M+26,020+1.85%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.57%0.58%$76.6M102,619$66.0M101,433+1,186+1.17%Add
IISHARES GOLD TRIAU
0.57%0.78%$76.5M1.0M$89.2M1.0M+1,882+0.19%Add
IISHARES U.S. TECHNOLOGY ETFIYW
0.56%0.56%$75.9M300,880$64.0M352,756-51,876-14.71%Reduce
IISHARES TRSTIP
0.5%0.59%$67.9M664,407$67.2M650,096+14,311+2.20%Add
JJ P MORGAN EXCHANGE TRADED FJMUB
0.43%0.35%$58.1M1.1M$39.9M797,261+349,188+43.80%Add
IISHARES TRGVI
0.41%0.49%$55.7M517,550$55.9M526,425-8,875-1.69%Reduce
IISHARES TRTIP
0.41%0.47%$55.1M503,950$53.5M485,165+18,785+3.87%Add
IISHARES TRIVW
0.37%0.36%$50.4M366,195$40.9M361,235+4,960+1.37%Add
JJ P MORGAN EXCHANGE TRADED FJBND
0.3%0.32%$40.4M755,090$36.4M677,096+77,994+11.52%Add
IISHARES MSCI EAFE ETFEFA
0.28%0.3%$38.3M368,411$34.5M354,980+13,431+3.78%Add
IINVESCO EXCHANGE TRADED FD TRSP
0.28%0.3%$37.8M177,799$34.0M177,042+757+0.43%Add
IISHARES MSCIQUAL
0.24%0.26%$32.3M147,265$29.4M153,333-6,068-3.96%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow