Dynasty Wealth Management, LLC Portfolio Holdings
Q3 2025•302 long positions•$7.5B portfolio value
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Holding354 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $606.4M 8.11% | +$112.7M Bought | — 906.1K shares | 737.8K → 906.1K +$112.7M | +22.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $573.8M 7.67% | +$96.3M Bought | — 8.0M shares | 6.6M → 8.0M +$96.3M | +20.16% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $383.9M 5.13% | +$60.4M Bought | — 3.7M shares | 3.1M → 3.7M +$60.4M | +18.67% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $376.2M 5.03% | +$80.7M Bought | — 7.0M shares | 5.5M → 7.0M +$80.7M | +27.3% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $371.7M 4.97% | +$88.2M Bought | — 6.3M shares | 4.8M → 6.3M +$88.2M | +31.1% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $339.5M 4.54% | +$33.1M Bought | — 6.4M shares | 5.8M → 6.4M +$33.1M | +10.79% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $316.7M 4.23% | +$85.8M Bought | — 3.2M shares | 2.4M → 3.2M +$85.8M | +37.18% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $312.5M 4.18% | +$50.1M Bought | — 3.6M shares | 3.0M → 3.6M +$50.1M | +19.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $307.8M 4.12% | +$36.4M Bought | — 6.7M shares | 5.9M → 6.7M +$36.4M | +13.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $275.9M 3.69% | +$47.4M Bought | — 4.2M shares | 3.5M → 4.2M +$47.4M | +20.74% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $273.2M 3.65% | +$25.9M Bought | — 2.7M shares | 2.5M → 2.7M +$25.9M | +10.48% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $261.9M 3.5% | +$30.1M Bought | — 4.7M shares | 4.2M → 4.7M +$30.1M | +12.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $259.4M 3.47% | +$53.7M Bought | — 3.8M shares | 3.0M → 3.8M +$53.7M | +26.08% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $218.3M 2.92% | +$12.6M Bought | — 1.1M shares | 1.1M → 1.1M +$12.6M | +6.11% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $166.2M 2.22% | +$22.1M Bought | — 4.2M shares | 3.6M → 4.2M +$22.1M | +15.31% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $156.9M 2.1% | +$15.3M Bought | — 1.6M shares | 1.5M → 1.6M +$15.3M | +10.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $120.1M 1.61% | +$8.1M Bought | — 1.3M shares | 1.2M → 1.3M +$8.1M | +7.22% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $113.2M 1.51% | +$17.5M Bought | — 582.1K shares | 491.9K → 582.1K +$17.5M | +18.34% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $108.5M 1.45% | +$30.7M Bought | — 1.5M shares | 1.1M → 1.5M +$30.7M | +39.52% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $106.3M 1.42% | +$10.0M Bought | — 1.0M shares | 931.9K → 1.0M +$10.0M | +10.37% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $91.7M 1.23% | +$17.6M Bought | — 1.4M shares | 1.1M → 1.4M +$17.6M | +23.75% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $87.5M 1.17% | +$5.1M Bought | — 1.2M shares | 1.1M → 1.2M +$5.1M | +6.24% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $87.4M 1.17% | +$5.5M Bought | — 1.6M shares | 1.5M → 1.6M +$5.5M | +6.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $85.3M 1.14% | +$7.1M Bought | — 1.6M shares | 1.5M → 1.6M +$7.1M | +9.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $78.2M 1.05% | +$3.9M Bought | — 658.1K shares | 624.9K → 658.1K +$3.9M | +5.31% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $76.5M 1.02% | -$17.6M Sold | — 855.9K shares | 1.1M → 855.9K −$17.6M | -18.72% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $73.2M 0.979% | +$17.8M Bought | — 1.3M shares | 978.9K → 1.3M +$17.8M | +32.16% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $70.9M 0.948% | +$38.8M Bought | — 593.1K shares | 268.6K → 593.1K +$38.8M | +120.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $69.1M 0.924% | -$3.0M Sold | — 103.7K shares | 108.2K → 103.7K −$3.0M | -4.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $65.0M 0.869% | +$12.8M Bought | — 570.6K shares | 458.1K → 570.6K +$12.8M | +24.56% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $53.1M 0.71% | +$53.1M New | — 515.3K shares | 0 → 515.3K +$53.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $48.9M 0.655% | +$3.6M Bought | — 440.1K shares | 407.8K → 440.1K +$3.6M | +7.92% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $48.8M 0.652% | +$20.9M Bought | — 473.4K shares | 270.4K → 473.4K +$20.9M | +75.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $40.2M 0.538% | +$10.4M Bought | — 377.9K shares | 280.6K → 377.9K +$10.4M | +34.68% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $40.0M 0.535% | +$40.0M Bought | — 791.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $38.6M 0.516% | +$7.3M Bought | — 692.7K shares | 561.5K → 692.7K +$7.3M | +23.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $38.5M 0.516% | -$9.9M Sold | — 737.4K shares | 925.8K → 737.4K −$9.9M | -20.36% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $38.1M 0.51% | +$15.7M Bought | — 315.7K shares | 185.5K → 315.7K +$15.7M | +70.17% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $34.6M 0.463% | +$34.6M New | — 273.2K shares | 0 → 273.2K +$34.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $33.6M 0.45% | -$4.7M Sold | — 457.8K shares | 521.6K → 457.8K −$4.7M | -12.23% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $31.2M 0.417% | -$8.0M Sold | — 164.5K shares | 206.8K → 164.5K −$8.0M | -20.46% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $27.6M 0.369% | +$27.6M Bought | 0.001% 147.9K shares | — | — | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $22.5M 0.3% | +$22.0M Bought | 0.001% 43.4K shares | 884.0 → 43.4K +$22.0M | +4,804.3% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $20.5M 0.274% | +$16.4M Bought | 0.001% 80.6K shares | 16.2K → 80.6K +$16.4M | +397.57% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $18.7M 0.25% | +$18.7M New | — 286.8K shares | 0 → 286.8K +$18.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $16.6M 0.222% | +$16.6M Bought | — 35.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $16.0M 0.214% | +$1.5M Bought | — 167.8K shares | 151.8K → 167.8K +$1.5M | +10.49% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $15.7M 0.21% | -$28.4M Sold | — 168.0K shares | 472.5K → 168.0K −$28.4M | -64.45% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $15.1M 0.202% | +$4.5M Bought | — 251.5K shares | 175.9K → 251.5K +$4.5M | +42.99% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $14.9M 0.199% | -$60.3M Sold | — 44.8K shares | 226.0K → 44.8K −$60.3M | -80.18% | — — | Q1 2024 Held for 1y 8m |
