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Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC is an SEC-registered investment adviser headquartered in St. Petersburg, Florida. Founded in 2010, the firm employs about 150 professionals and manages assets primarily for other investment advisers, providing platform solutions, investment services, and support to independent advisory firms and their clients. The firm is known for offering sophisticated investment management and consulting services, primarily serving institutional partners rather than retail clients.
Investment Strategy
Dynasty Wealth Management specializes in supporting independent investment advisers by offering access to institutional-caliber investment products, technology, and operational support. Their investment approach focuses on working with high-quality external managers, diversified asset allocation, and alternative investment solutions tailored to the needs of financial advisers and their client platforms, rather than managing investments directly for individuals or end clients.
Latest 13F Filing Activity
Dynasty Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 224 equity positions with a total 13F market value of $6B. The fund increased holdings in Ishares TR, Abacus FCF Etf TR, Vanguard Index FDS among other positions. Dynasty Wealth Management, LLC reduced exposure to PIMCO Etf TR, Vanguard BD Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TTAC | ABACUS FCF ETF TR | 8.00% | $469.5M | 6,634,697 | $63.06 | $70.76 | +$39.4M |
I IVV | ISHARES TR | 7.81% | $458.1M | 737,774 | $543.12 | $620.90 | -$8.4M |
B BINC | BLACKROCK ETF TRUST II | 5.18% | $304.1M | 5,754,734 | $52.02 | $52.84 | -$4.6M |
S SPYG | SPDR SERIES TRUST | 5.03% | $295.1M | 3,095,856 | $87.47 | $95.32 | -$6.8M |
F FBND | FIDELITY MERRIMACK STR TR | 4.58% | $268.5M | 5,869,906 | $45.26 | $45.75 | -$4.0M |
Industry Allocation
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