13F filer

Dynasty Wealth Management

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1727599 SEC filings ↗

13F Value

$13.46B

Positions

367

Top Position

IVV6.8%

Top 5

28.7%

Latest filing changes

vs Mar 31, 2026

1 IWB iShares Russell 1000 ETF >999%+$342.4M

2 EFV iShares MSCI EAFE Value ETF +33.4%+$90.1M

3 JAVA JPMorgan Active Value ETF +10.4%+$67.9M

4 BINC iShares Flexible Income Active ETF +9.1%+$57.4M

5 IEMG iShares Core MSCI Emerging Markets ETF +22.0%+$47.4M

Holdings367

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	6.8%	$916.7M	+2.6%	1.22M	6.8%		ETF
2	DYNF iShares U.S. Equity Factor Rotation Active ETF	5.9%	$794.7M	+5.6%	11.68M	5.6%		ETF
3	BAI iShares A.I. Innovation and Tech Active ETF	5.5%	$746.0M	-28.0%	14.15M	5.6%		ETF
4	JAVA JPMorgan Active Value ETF	5.3%	$718.9M	+10.4%	9.05M	5.1%		ETF
5	BINC iShares Flexible Income Active ETF	5.1%	$686.8M	+9.1%	13.12M	5.4%		ETF
6	PWRD Tcw ETF Trust — Trans Syste ETF	5.0%	$679.1M	-15.9%	5.52M	5.6%		ETF
7	IEFA iShares Core MSCI EAFE ETF	4.5%	$610.9M	+6.5%	6.33M	4.7%		ETF
8	FBND Fidelity Total Bond ETF	3.7%	$499.0M	+7.4%	10.97M	4.1%		ETF
9	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.4%	$453.5M	-0.1%	3.81M	3.3%		ETF
10	EMOP AB Emerging Markets Opportunities ETF	3.3%	$450.5M	+4.4%	8.63M	3.2%		ETF
11	FBCG Fidelity Blue Chip Growth ETF	3.3%	$438.2M	-1.8%	7.05M	3.1%		ETF
12	IWF iShares Russell 1000 Growth ETF	2.7%	$367.0M	-74.7%	2.96M	2.7%	—	ETF
13	ABFL Abacus FCF Leaders ETF	2.7%	$364.5M	+1.1%	4.25M	2.6%		ETF
14	EFV iShares MSCI EAFE Value ETF	2.7%	$359.7M	+33.4%	4.70M	2.3%		ETF
15	IWB iShares Russell 1000 ETF	2.6%	$343.2M	>999%	838.2K	<0.1%		ETF
16	AGG iShares Core U.S. Aggregate Bond ETF	2.1%	$287.0M	+5.8%	2.90M	2.4%		ETF
17	IEMG iShares Core MSCI Emerging Markets ETF	2.0%	$262.5M	+22.0%	3.17M	1.6%		ETF
18	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.8%	$248.2M	+2.8%	4.08M	2.0%		ETF
19	BRTR Blackrock ETF Trust II — Isha Tota Re ETF	1.8%	$244.5M	+20.6%	4.86M	1.8%		ETF
20	JCPB JPMorgan Core Plus Bond ETF	1.8%	$235.6M	+13.0%	5.02M	1.8%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing37

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.