Dynamic Wealth Strategies, LLC

DOSSIER · 13F-HR · Q3 2026

Dynamic Wealth Strategies, LLC

$188M in tracked AUM across 298 positions as of Q3 2026.

DW

CIK 0001812853 · last filed Sep 30, 2026

Total AUM

$188M

as of Q3 2026

Holdings

298

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Dynamic Wealth Strategies, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

BND

VANGUARD TOTAL BOND MARKET ETF

$16M231K8.6%02

IGM

ISHARES EXPANDED TECH SECTOR ETF

$16M92K8.3%03

VGSH

VANGUARD SHORT-TERM TREASURY ETF

$15M261K8.0%04

VTV

VANGUARD MORNINGSTAR VALUE ETF

$13M58K6.7%05

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$11M242K5.7%06

SPHQ

INVESCO S&P 500 QUALITY ETF

$8M93K4.2%07

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

$8M62K4.1%08

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

$6M65K3.4%09

EFA

ISHARES MSCI EAFE ETF

$6M58K3.2%10

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF