Dynamic Wealth Strategies, LLC: 13F holdings
CIK 18128532026Q2
| Positions | 291 |
|---|
| Reported value | $187.8m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 291 (+3 vs prior quarter) |
|---|
| Reported value | $187.8m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD TOTAL BOND MARKET ETF | 226,547 | $16.6m | 8.9% |
| IGM ISHARES EXPANDED TECH SECTOR ETF | 101,456 | $16.6m | 8.8% |
| VTV VANGUARD VALUE ETF | 58,254 | $12.7m | 6.8% |
| VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF | 230,103 | $10.8m | 5.7% |
| VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF | 153,434 | $9.0m | 4.8% |
| VGSH VANGUARD SHORT-TERM TREASURY ETF | 154,092 | $9.0m | 4.8% |
| SPHQ INVESCO S&P 500 QUALITY ETF | 93,951 | $8.5m | 4.5% |
| SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 56,634 | $6.7m | 3.6% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 93,562 | $6.7m | 3.6% |
| EFA ISHARES MSCI EAFE ETF | 59,249 | $6.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1812853")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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