Universe · entity
Dynasty Wealth Management, LLC
Institutional manager (13F) · CIK 1727599
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $10.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $780M | 1,193,426 |
| 2 | BLACKROCK ETF TRUST | $648M | 19,651,117 |
| 3 | BLACKROCK ETF TRUST | $644M | 11,061,727 |
| 4 | TCW ETF TRUST | $642M | 6,570,313 |
| 5 | BLACKROCK ETF TRUST II | $624M | 12,025,663 |
| 6 | J P MORGAN EXCHANGE TRADED F | $588M | 8,197,776 |
| 7 | ISHARES TR | $537M | 5,936,800 |
| 8 | FIDELITY MERRIMACK STR TR | $466M | 10,210,549 |
| 9 | SPDR SERIES TRUST | $374M | 3,816,675 |
| 10 | AB ACTIVE ETFS INC | $362M | 8,258,081 |
| 11 | FIDELITY COVINGTON TRUST | $360M | 7,186,404 |
| 12 | ISHARES TR | $312M | 2,925,449 |
| 13 | ABACUS FCF ETF TR | $299M | 4,199,467 |
| 14 | ISHARES TR | $272M | 2,740,098 |
| 15 | ISHARES TR | $262M | 3,522,247 |
| 16 | SPDR SERIES TRUST | $225M | 3,971,984 |
| 17 | J P MORGAN EXCHANGE TRADED F | $209M | 4,440,748 |
| 18 | BLACKROCK ETF TRUST II | $202M | 4,026,972 |
| 19 | ISHARES TR | $185M | 1,834,991 |
| 20 | ISHARES INC | $181M | 2,596,299 |
| 21 | ISHARES TR | $181M | 2,179,071 |
| 22 | ISHARES TR | $167M | 1,760,337 |
| 23 | ISHARES TR | $152M | 6,629,343 |
| 24 | ISHARES TR | $149M | 2,128,826 |
| 25 | ISHARES TR | $148M | 3,473,227 |
| 26 | ISHARES TR | $141M | 658,371 |
| 27 | ISHARES TR | $129M | 1,085,040 |
| 28 | SPDR GOLD TR | $124M | 287,470 |
| 29 | J P MORGAN EXCHANGE TRADED F | $110M | 1,455,928 |
| 30 | ISHARES TR | $99M | 1,470,494 |
| 31 | ISHARES INC | $96M | 1,589,413 |
| 32 | FIDELITY COVINGTON TRUST | $95M | 1,724,565 |
| 33 | ISHARES TR | $90M | 1,281,275 |
| 34 | ISHARES GOLD TR | $89M | 1,011,766 |
| 35 | BLACKROCK ETF TRUST II | $79M | 3,290,251 |
| 36 | ABACUS FCF ETF TR | $74M | 2,366,111 |
| 37 | SELECT SECTOR SPDR TR | $69M | 1,405,645 |
| 38 | FIDELITY COVINGTON TRUST | $69M | 1,810,612 |
| 39 | ISHARES TR | $69M | 313,175 |
| 40 | ISHARES TR | $67M | 650,096 |
| 41 | SPDR S&P 500 ETF TR | $66M | 101,433 |
| 42 | ISHARES TR | $64M | 352,756 |
| 43 | ISHARES TR | $56M | 526,425 |
| 44 | ISHARES TR | $54M | 485,165 |
| 45 | ISHARES TR | $41M | 361,235 |
| 46 | J P MORGAN EXCHANGE TRADED F | $40M | 797,261 |
| 47 | J P MORGAN EXCHANGE TRADED F | $36M | 677,096 |
| 48 | ISHARES TR | $34M | 354,980 |
| 49 | INVESCO EXCHANGE TRADED FD T | $34M | 177,042 |
| 50 | PIMCO ETF TR | $31M | 592,190 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.