Dynasty Wealth Management, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$5.9B
Holdings
228
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (228 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABFLABACUS FCF ETF TR | 6,634,697 | $469.5B | 7999.27% | |
| 2 | IVVISHARES TR | 737,774 | $458.1B | 7805.24% | |
| 3 | BINCBLACKROCK ETF TRUST II | 5,754,734 | $304.1B | 5181.19% | |
| 4 | SPYGSPDR SERIES TRUST | 3,095,856 | $295.1B | 5028.12% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 5,869,906 | $268.5B | 4575.76% | |
| 6 | FBCGFIDELITY COVINGTON TRUST | 5,507,411 | $265.7B | 4526.85% | |
| 7 | DYNFBLACKROCK ETF TRUST | 4,788,949 | $260.8B | 4443.85% | |
| 8 | AQLTISHARES TR | 3,005,172 | $250.9B | 4274.58% | |
| 9 | AGGISHARES TR | 2,466,758 | $244.7B | 4169.46% | |
| 10 | SPYVSPDR SERIES TRUST | 4,189,223 | $219.3B | 3736.01% | |
| 11 | IEMGISHARES INC | 3,465,893 | $208.1B | 3545.07% | |
| 12 | JAVAJ P MORGAN EXCHANGE TRADED F | 2,983,626 | $195.4B | 3329.87% | |
| 13 | IYWISHARES TR | 1,050,498 | $182.0B | 3101.42% | |
| 14 | PWRDTCW ETF TRUST | 2,362,961 | $163.4B | 2785.00% | |
| 15 | MBBISHARES TR | 1,488,220 | $139.7B | 2380.83% | |
| 16 | HEFAISHARES TR | 3,637,880 | $138.1B | 2352.97% | |
| 17 | USMVISHARES TR | 1,176,869 | $110.5B | 1882.33% | |
| 18 | STIPISHARES TR | 931,850 | $95.9B | 1633.97% | |
| 19 | TLTISHARES TR | 1,053,007 | $92.9B | 1583.39% | |
| 20 | QUALISHARES TR | 491,900 | $89.9B | 1532.29% | |
| 21 | XLFSELECT SECTOR SPDR TR | 1,520,097 | $79.6B | 1356.42% | |
| 22 | IGSBISHARES TR | 1,473,979 | $77.8B | 1325.07% | |
| 23 | JIREJ P MORGAN EXCHANGE TRADED F | 1,057,253 | $74.8B | 1274.88% | |
| 24 | IAU*ISHARES GOLD TR | 1,131,829 | $70.6B | 1202.62% | |
| 25 | EFVISHARES TR | 1,092,377 | $69.3B | 1181.55% | |
| 26 | OEFISHARES TR | 225,964 | $68.8B | 1171.80% | |
| 27 | IJRISHARES TR | 624,862 | $68.3B | 1163.61% | |
| 28 | SPYSPDR S&P 500 ETF TR | 108,171 | $66.8B | 1138.76% | |
| 29 | EFGISHARES TR | 458,110 | $51.3B | 874.24% | |
| 30 | EMGFISHARES INC | 978,931 | $51.0B | 868.52% | |
| 31 | MUNIPIMCO ETF TR | 925,848 | $47.6B | 810.23% | |
| 32 | TIPISHARES TR | 407,796 | $44.9B | 764.60% | |
| 33 | EFAISHARES TR | 472,499 | $42.2B | 719.67% | |
| 34 | SPLVINVESCO EXCH TRADED FD TR II | 521,591 | $38.0B | 647.18% | |
| 35 | RSPINVESCO EXCHANGE TRADED FD T | 206,817 | $37.6B | 640.44% | |
| 36 | HELOJ P MORGAN EXCHANGE TRADED F | 593,021 | $37.1B | 632.33% | |
| 37 | VTIVANGUARD INDEX FDS | 108,269 | $32.9B | 560.69% | |
| 38 | IEIISHARES TR | 268,623 | $32.0B | 545.08% | |
| 39 | MUBISHARES TR | 280,593 | $29.3B | 499.52% | |
| 40 | FDVVFIDELITY COVINGTON TRUST | 561,496 | $29.2B | 497.69% | |
| 41 | TLHISHARES TR | 270,388 | $27.5B | 468.08% | |
| 42 | IVWISHARES TR | 185,503 | $20.4B | 348.00% | |
| 43 | VGSHVANGUARD SCOTTSDALE FDS | 244,484 | $14.4B | 244.86% | |
| 44 | EMBISHARES TR | 151,829 | $14.1B | 239.61% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 175,878 | $10.0B | 170.85% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 202,530 | $10.0B | 170.68% | |
| 47 | VBVANGUARD INDEX FDS | 33,691 | $8.0B | 136.04% | |
| 48 | AMZNAMAZON COM INC | 35,963 | $7.9B | 134.44% | |
| 49 | ABLGABACUS FCF ETF TR | 253,357 | $7.9B | 134.08% | |
| 50 | MEARISHARES U S ETF TR | 154,659 | $7.8B | 132.47% | |
| 51 | MAMASTERCARD INCORPORATED | 12,120 | $6.8B | 116.04% | |
| 52 | JNKSPDR SERIES TRUST | 61,894 | $6.0B | 102.58% | |
| 53 | SHYMBLACKROCK ETF TRUST II | 263,063 | $5.9B | 100.00% | |
| 54 | BSVVANGUARD BD INDEX FDS | 73,888 | $5.8B | 99.08% | |
| 55 | BNDVANGUARD BD INDEX FDS | 76,893 | $5.7B | 96.47% | |
| 56 | VTEBVANGUARD MUN BD FDS | 114,975 | $5.6B | 96.05% | |
| 57 | ORCLORACLE CORP | 21,699 | $4.7B | 80.83% | |
| 58 | ABTABBOTT LABS | 33,229 | $4.5B | 77.01% | |
| 59 | ZTSZOETIS INC | 28,401 | $4.4B | 75.47% | |
| 60 | ACNACCENTURE PLC IRELAND | 14,350 | $4.3B | 73.08% | |
| 61 | IXUSISHARES TR | 54,704 | $4.2B | 72.06% | |
| 62 | INTFISHARES TR | 108,416 | $3.7B | 63.23% | |
| 63 | AAPLAPPLE INC | 16,192 | $3.3B | 56.60% | |
| 64 | 4I1PHILIP MORRIS INTL INC | 18,150 | $3.3B | 56.32% | |
| 65 | LLYELI LILLY & CO | 4,130 | $3.2B | 54.85% | |
| 66 | GOOGLALPHABET INC | 18,088 | $3.2B | 54.31% | |
| 67 | MRSHMARSH & MCLENNAN COS INC | 14,382 | $3.1B | 53.58% | |
| 68 | HYDBISHARES TR | 64,735 | $3.1B | 52.37% | |
| 69 | IWBISHARES TR | 8,901 | $3.0B | 51.50% | |
| 70 | SYKSTRYKER CORPORATION | 6,900 | $2.7B | 46.51% | |
| 71 | IGFISHARES TR | 43,075 | $2.6B | 43.45% | |
| 72 | INTUINTUIT | 3,226 | $2.5B | 43.29% | |
| 73 | AQLTISHARES TR | 106,191 | $2.4B | 41.58% | |
| 74 | HONHONEYWELL INTL INC | 10,329 | $2.4B | 40.99% | |
| 75 | ABGCENCORA INC | 7,830 | $2.3B | 40.00% | |
| 76 | TMOTHERMO FISHER SCIENTIFIC INC | 5,421 | $2.2B | 37.45% | |
| 77 | MSCIMSCI INC | 3,718 | $2.1B | 36.53% | |
| 78 | MCKMCKESSON CORP | 2,840 | $2.1B | 35.45% | |
| 79 | CPAYCORPAY INC | 6,239 | $2.1B | 35.28% | |
| 80 | LPLALPL FINL HLDGS INC | 5,435 | $2.0B | 34.73% | |
| 81 | SYYSYSCO CORP | 26,835 | $2.0B | 34.63% | |
| 82 | AZOAUTOZONE INC | 540 | $2.0B | 34.14% | |
| 83 | ADPAUTOMATIC DATA PROCESSING IN | 6,474 | $2.0B | 34.02% | |
| 84 | FANGDIAMONDBACK ENERGY INC | 14,187 | $1.9B | 33.21% | |
| 85 | UBERUBER TECHNOLOGIES INC | 20,887 | $1.9B | 33.20% | |
| 86 | ICVTISHARES TR | 21,585 | $1.9B | 33.14% | |
| 87 | IGEBISHARES TR | 42,514 | $1.9B | 32.92% | |
| 88 | DFSEURDISCOVER FINL SVCS | 9,628 | $1.9B | 32.89% | |
| 89 | HDHOME DEPOT INC | 5,174 | $1.9B | 32.32% | |
| 90 | ADBEADOBE INC | 4,845 | $1.9B | 31.94% | |
| 91 | ABNBAIRBNB INC | 14,075 | $1.9B | 31.74% | |
| 92 | PPLPPL CORP | 54,484 | $1.8B | 31.46% | |
| 93 | AXPAMERICAN EXPRESS CO | 5,753 | $1.8B | 31.27% | |
| 94 | RHCRH PLC | 19,200 | $1.8B | 30.03% | |
| 95 | WFCWELLS FARGO CO NEW | 21,908 | $1.8B | 29.91% | |
| 96 | WDAYWORKDAY INC | 7,212 | $1.7B | 29.49% | |
| 97 | USFDUS FOODS HLDG CORP | 22,378 | $1.7B | 29.36% | |
| 98 | DWDMORGAN STANLEY | 11,927 | $1.7B | 28.62% | |
| 99 | FISFIDELITY NATL INFORMATION SV | 20,350 | $1.7B | 28.23% | |
| 100 | AONAON PLC | 4,601 | $1.6B | 27.97% |
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