Managers / Q4 2025 · view latest →
Dynasty Wealth Management, LLC
CIK 0001727599 · 200 CENTRAL AVE, FLOOR 15, ST. PETERSBURG, FL, 33701 · (212) 373-1000
Reported Value
$10.2B
Q4 2025
Positions
349
Filings on Record
10
2019–present window
Filed
Feb 10, 2026
original filing
Summary
Dynasty Wealth Management, Llc reported $10.2B in U.S.-listed holdings across 349 positions for Q4 2025.
Its largest position, IVV, represents 7.1% of the portfolio.
Compared with Q3 2025, the fund opened 54 new positions and exited 21.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $11.5B | 333 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $10.2B | 349 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $7.5B | 309 | Oct 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $5.9B | 228 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $6.0B | 248 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.8B | 247 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.3B | 224 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.4B | 239 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.1B | 254 | May 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $760,000 | 3 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.