Dynamic Wealth Strategies, LLC

DOSSIER · 13F-HR · Q2 2026

Dynamic Wealth Strategies, LLC

$188M in tracked AUM across 291 positions as of Q2 2026.

DW

CIK 0001812853 · last filed Jun 30, 2026

Total AUM

$188M

as of Q2 2026

Holdings

291

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Dynamic Wealth Strategies, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

BND

VANGUARD TOTAL BOND MARKET ETF

$17M227K8.9%02

IGM

ISHARES EXPANDED TECH SECTOR ETF

$17M101K8.8%03

VTV

VANGUARD VALUE ETF

$13M58K6.8%04

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$11M230K5.7%05

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$9M153K4.8%06

VGSH

VANGUARD SHORT-TERM TREASURY ETF

$9M154K4.8%07

SPHQ

INVESCO S&P 500 QUALITY ETF

$8M94K4.5%08

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF