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)

#StockSharesValue% PortfolioType
201
VRTVERTIV HOLDINGS CO
2,703$347.1M5.91%
202
MRVLMARVELL TECHNOLOGY INC
4,438$343.5M5.85%
203
BKRBAKER HUGHES COMPANY
8,855$339.5M5.78%
204
REZIRESIDEO TECHNOLOGIES INC
15,360$338.8M5.77%
205
ROPROPER TECHNOLOGIES INC
596$337.8M5.76%
206
ROSTROSS STORES INC
2,530$322.7M5.50%
207
DTDYNATRACE INC
5,797$320.1M5.45%
208
FVALFIDELITY COVINGTON TRUST
4,895$312.7M5.33%
209
DTEDTE ENERGY CO
2,324$307.9M5.25%
210
VSTVISTRA CORP
1,563$302.9M5.16%
211
NRANRG ENERGY INC
1,756$282.0M4.80%
212
RJFRAYMOND JAMES FINL INC
1,771$271.7M4.63%
213
DKNGDRAFTKINGS INC NEW
6,257$268.4M4.57%
214
FERGFERGUSON ENTERPRISES INC
1,230$267.8M4.56%
215
PNCPNC FINL SVCS GROUP INC
1,436$267.7M4.56%
216
IPINTERNATIONAL PAPER CO
5,693$266.6M4.54%
217
FITBFIFTH THIRD BANCORP
6,330$260.4M4.44%
218
NNNNNN REIT INC
5,984$258.4M4.40%
219
STESTERIS PLC
1,072$257.6M4.39%
220
RBRKRUBRIK INC.
2,847$255.0M4.35%
221
SBACSBA COMMUNICATIONS CORP NEW
1,067$250.6M4.27%
222
ASHASHLAND INC
4,869$244.8M4.17%
223
COTYCOTY INC
51,609$240.0M4.09%
224
MHKMOHAWK INDS INC
2,188$229.4M3.91%
225
IDXXIDEXX LABS INC
425$227.7M3.88%
226
PTCPTC INC
1,318$227.2M3.87%
227
HEIHEICO CORP NEW
636$208.7M3.56%
228
LWLGLIGHTWAVE LOGIC INC
39,127$48.5M0.83%
PreviousPage 3 of 3