Dynasty Wealth Management
Dynasty Wealth Management reported 367 stocks worth $13.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (6.8%), DYNF (5.9%) and BAI (5.5%). Compared with Q1 2026, the fund added to IVV, DYNF and JAVA, trimmed BAI, PWRD and SPYG and sold out of TRMB, ISRG and MSTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $917M | 6.8% | 1.2M | +31K (+3%) | 8 of 8 | |
| 2 |  DYNF Blackrock ETF Trust | $795M | 5.9% | 11.7M | +623K (+6%) | 7 of 8 | |
| 3 |  BAI Blackrock ETF Trust | $746M | 5.5% | 14.2M | −5.5M (−28%) | 3 of 8 | |
| 4 |  JAVA J P Morgan Exchange Traded F | $719M | 5.3% | 9.1M | +855K (+10%) | 6 of 8 | |
| 5 |  BINC Blackrock ETF Trust II | $687M | 5.1% | 13.1M | +1.1M (+9%) | 7 of 8 | |
| 6 |  PWRD Tcw ETF Trust | $679M | 5.0% | 5.5M | −1M (−16%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $611M | 4.5% | 6.3M | +389K (+7%) | 8 of 8 | |
| 8 |  FBND Fidelity Total Bond ETF | $499M | 3.7% | 11M | +759K (+7%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $454M | 3.4% | 3.8M | −5,011 (−0%) | 7 of 8 | |
| 10 |  EMOP AB Active Etfs Inc | $451M | 3.4% | 8.6M | +367K (+4%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.6M | 11K |
 TRMB Trimble Inc | $1.3M | 20K |
 ISRG Intuitive Surgical Inc | $1.1M | 2,312 |
 MSTR Strategy Inc | $722K | 5,783 |
 MCD Mcdonalds Corp | $658K | 2,119 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dynasty Wealth Management 13F FAQ
What does Dynasty Wealth Management own?
Dynasty Wealth Management reported 367 stocks worth $13.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (6.8%), DYNF (5.9%) and BAI (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Dynasty Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 72 new positions, 126 added to, 169 trimmed and 38 sold out. It sold all of TRMB, ISRG and MSTR.
When will Dynasty Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Dynasty Wealth Management's portfolio worth?
The Q2 2026 filing reports $13.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.