Dynasty Wealth Management, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$11.5B
Holdings
337
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
6.8%
02
$BAI
BLACKROCK ETF TRUST
Held since at least Q1 2024
5.6%
03
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
5.6%
04
$PWRD
TCW ETF TRUST
Held since at least Q1 2024
5.6%
05
$BINC
BLACKROCK ETF TRUST II
Held since at least Q1 2024
5.4%
06
$JAVA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.1%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
4.7%
08
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
4.1%
09
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
3.3%
10
$EMOP
AB ACTIVE ETFS INC
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.