You're signed outSign in or to get full access.
Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC is a California-based registered investment adviser founded in 2013, providing financial planning and wealth management services primarily to individuals and high net worth individuals. The firm is led by Nathan Ankney and reported a team of 8 employees as of 2025. Serving over 400 individual clients, it focuses on comprehensive, personalized financial guidance designed to align each client’s investment strategy with their long-term goals.
Investment Strategy
Dynamic Wealth Strategies, LLC tailors its investment strategy around the personal goals, risk tolerance, and life stage of each client. The firm emphasizes understanding clients' stories and aspirations before crafting a financial strategy focused on retirement planning, tax optimization, and customized asset allocation. Their approach centers on clarity, disciplined decision-making, and building strategies to make their clients’ money work smarter over the long term.
Latest 13F Filing Activity
Dynamic Wealth Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 234 equity positions with a total 13F market value of $139M. The fund increased holdings in Ishares TR, Ishares TR, Vanguard BD Index FDS among other positions. Dynamic Wealth Strategies, LLC reduced exposure to Ishares TR, SPDR Series Trust, SPDR Series Trust among others.
Top Holdings
Equity Positions (234)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 10.37% | $14.4M | 143,015 | $100.64 | $100.69 | +$12.6M |
B BND | VANGUARD BD INDEX FDS | 9.08% | $12.6M | 171,209 | $73.51 | $73.63 | +$3.7M |
I IGM | ISHARES TR | 7.62% | $10.6M | 94,128 | $85.80 | $112.34 | +$4.5M |
E EFA | ISHARES TR | 7.23% | $10.0M | 112,303 | $76.08 | $89.39 | +$1.2M |
V VTV | VANGUARD INDEX FDS | 7.11% | $9.9M | 55,837 | $149.50 | $176.74 | -$1.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more