Dynasty Wealth Management, LLC Top Holdings and 13F Report (2024) → Bill Clinton Backing Biden Replacement??? (From The Freeport Society) (Ad) About Dynasty Wealth Management, LLCInvestment ActivityDynasty Wealth Management, LLC has $3.14 billion in total holdings as of March 31, 2024.Dynasty Wealth Management, LLC owns shares of 251 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $273,952,101SPDR Portfolio S&P 500 Growth ETF $262,605,672FCF US Quality ETF $226,375,150iShares Core MSCI EAFE ETF $213,218,626iShares Core U.S. Aggregate Bond ETF $208,596,696 Sector AllocationMap of 500 Largest Holdings ofDynasty Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$273,952,101521,0898.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$262,605,6723,589,9618.4%ETFTTACFCF US Quality ETF$226,375,1503,726,9537.2%ETFIEFAiShares Core MSCI EAFE ETF$213,218,6262,872,7926.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$208,596,6962,129,8426.7%FinanceBINCBlackRock Flexible Income ETF$163,936,8513,124,9885.2%ETFMBBiShares MBS ETF$158,046,2741,710,0875.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$152,866,8203,051,2344.9%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$148,635,1174,261,3284.7%ETFIYWiShares U.S. Technology ETF$119,223,356882,7443.8%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$116,192,8552,265,8513.7%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$83,046,423993,6162.6%ETFSPYSPDR S&P 500 ETF Trust$62,174,301118,8642.0%FinanceXLVHealth Care Select Sector SPDR Fund$53,664,892363,2631.7%ETFNETZTCW Transform Systems ETF$52,991,221774,4991.7%ETFIJRiShares Core S&P Small-Cap ETF$52,988,887479,4511.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$49,840,729965,9061.6%ETFJNKSPDR Bloomberg High Yield Bond ETF$46,519,012488,6451.5%FinanceTLTiShares 20+ Year Treasury Bond ETF$44,346,226468,6771.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$44,226,832444,8041.4%ETFQUALiShares MSCI USA Quality Factor ETF$38,539,043234,4941.2%ETFTTAIFCF International Quality ETF$33,899,3181,133,0061.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$33,326,474505,9431.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$31,738,755551,3071.0%ManufacturingVTIVanguard Total Stock Market ETF$27,737,790106,7250.9%ETFVGSHVanguard Short-Term Treasury Index ETF$26,548,897457,1880.8%ETFIAUiShares Gold Trust$24,048,225572,4410.8%FinanceMUBiShares National Muni Bond ETF$19,343,409179,7710.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$18,629,124355,0430.6%ETFAMZNAmazon.com$15,232,91184,4490.5%Retail/WholesaleMEARBlackRock Short Maturity Municipal Bond ETF$12,002,988239,4850.4%ETFMSFTMicrosoft$10,550,71625,0780.3%Computer and TechnologyGOOGLAlphabet$9,691,97064,2150.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$8,756,055209,6250.3%ETFVEAVanguard FTSE Developed Markets ETF$8,370,996166,8530.3%ETFVBVanguard Small-Cap ETF$6,997,04230,6100.2%ETFIUSBiShares Core Total USD Bond Market ETF$6,989,778153,3180.2%ManufacturingBSVVanguard Short-Term Bond ETF$6,258,55781,6300.2%ETFAAPLApple$6,118,26435,6790.2%Computer and TechnologyACNAccenture$5,721,27816,5060.2%Business ServicesUNHUnitedHealth Group$5,682,02611,4860.2%MedicalBNDVanguard Total Bond Market ETF$5,273,00672,6010.2%ETFMAMastercard$5,206,01210,8110.2%Business ServicesHYMUBlackRock High Yield Muni Income Bond ETF$4,944,343220,2380.2%ETFGOOGAlphabet$4,500,95829,5610.1%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$4,476,238173,7670.1%ETFJPMJPMorgan Chase & Co.$4,458,95222,2610.1%FinanceEFGiShares MSCI EAFE Growth ETF$4,368,12042,0860.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,270,75084,4020.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,148,49273,8560.1%ManufacturingQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$4,126,32333,3040.1%ManufacturingABTAbbott Laboratories$3,944,65434,7060.1%MedicalNFLXNetflix$3,685,8866,0690.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,642,9658,6630.1%FinanceCRMSalesforce$3,436,16311,4090.1%Computer and TechnologyVVisa$3,379,80112,1110.1%Business ServicesNKENIKE$3,278,36834,8840.1%Consumer DiscretionaryNOWServiceNow$3,236,3884,2450.1%Computer and TechnologyIGFiShares Global Infrastructure ETF$3,132,43565,7800.1%ManufacturingIWBiShares Russell 1000 ETF$3,038,29210,5490.1%ETFTMOThermo Fisher Scientific$3,032,5305,2180.1%MedicalSYKStryker$2,921,1218,1630.1%MedicalZTSZoetis$2,912,93917,2150.1%MedicalEFViShares MSCI EAFE Value ETF$2,876,78152,8820.1%ETFINTUIntuit$2,721,8764,1880.1%Computer and TechnologyABNBAirbnb$2,716,39616,4670.1%Computer and TechnologyMMCMarsh & McLennan Companies$2,558,81212,4230.1%FinanceICLRICON Public$2,315,0316,8910.1%MedicalTSLATesla$2,280,34812,9720.1%Auto/Tires/TrucksPEPPepsiCo$2,269,36312,9670.1%Consumer StaplesOEFiShares S&P 100 ETF$2,234,9019,0330.1%ETFADBEAdobe$2,113,7694,1890.1%Computer and TechnologyMSMorgan Stanley$1,927,48520,4700.1%FinanceORCLOracle$1,840,39914,6520.1%Computer and TechnologyADSKAutodesk$1,838,8267,0610.1%Computer and TechnologyADPAutomatic Data Processing$1,764,4527,0650.1%Business ServicesWFCWells Fargo & Company$1,699,17329,3160.1%FinanceSBUXStarbucks$1,647,59218,0280.1%Retail/WholesaleMUMicron Technology$1,616,77913,7140.1%Computer and TechnologyAZOAutoZone$1,596,3115070.1%Retail/WholesalePMPhilip Morris International$1,567,05617,1040.0%Consumer StaplesKLACKLA$1,555,3492,2260.0%Computer and TechnologyMPCMarathon Petroleum$1,543,5977,6610.0%Oils/EnergyEFXEquifax$1,542,5265,7660.0%Business ServicesWMTWalmart$1,536,49625,5360.0%Retail/WholesaleSNYSanofi$1,527,79031,4360.0%MedicalTXNTexas Instruments$1,499,6758,6080.0%Computer and TechnologyAXPAmerican Express$1,496,5856,5730.0%FinanceDELLDell Technologies$1,469,88812,8810.0%Computer and TechnologyAVTRAvantor$1,452,83656,8180.0%MedicalNVONovo Nordisk A/S$1,443,21611,2400.0%MedicalHDHome Depot$1,435,2523,7420.0%Retail/WholesaleITGartner$1,432,3933,0050.0%Business ServicesGDGeneral Dynamics$1,411,6304,9970.0%AerospaceISTBiShares Core 1-5 Year USD Bond ETF$1,406,73829,6530.0%ManufacturingCVECenovus Energy$1,383,89769,2290.0%Oils/EnergyURIUnited Rentals$1,355,7131,8800.0%ConstructionCRH PLC$1,340,68315,5420.0%ORDPGProcter & Gamble$1,329,4908,1940.0%Consumer StaplesAPHAmphenol$1,306,45711,3260.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.