Dynamic Wealth Strategies, LLC
RIA/Wealth
Dynamic Wealth Strategies, LLC is a RIA/Wealth based in Surprise, AZ led by Nathan Christopher Ankney, managing $149.7M across 239 long positions as of Q3 2025 with 88% ETF concentration, 55% concentrated in top 10 holdings, and minimal technology exposure.
Managing PartnerNathan Christopher Ankney
- Portfolio Value
- $149.7M
- Positions
- 239
- Top Holding
- IGM at 7.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dynamic Wealth Strategies, LLC's portfolio (54.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.9M | 7.98% | +$88.7K Bought | — 94.8K shares | |
ETF ETF | $11.9M | 7.93% | -$858.8K Sold | — 159.7K shares | |
ETF ETF | $10.3M | 6.86% | -$138.4K Sold | — 55.1K shares | |
ETF ETF | $9.9M | 6.63% | -$4.5M Sold | — 98.5K shares | |
ETF ETF | $8.3M | 5.55% | +$1.9M Bought | — 138.4K shares | |
ETF ETF | $8.2M | 5.51% | +$3.6M Bought | — 175.5K shares | |
ETF ETF | $7.0M | 4.67% | +$38.4K Bought | — 95.4K shares | |
ETF ETF | $5.7M | 3.78% | -$4.8M Sold | — 60.5K shares | |
ETF ETF | $4.5M | 3.03% | +$4.5M New | — 75.8K shares | |
ETF ETF | $4.3M | 2.88% | +$1.3M Bought | — 41.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dynamic Wealth Strategies, LLC's latest filing
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Market Value
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Dynamic Wealth Strategies, LLC
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