DOSSIER · 13F-HR · Q1 2026
Dynasty Wealth Management, LLC
Dynasty Wealth's asset manager based in Greenwich, CT — $11.5B in tracked AUM across 333 positions as of Q1 2026.
DW
Dynasty Wealth·Greenwich, CT·Asset Manager
CIK 0001727599 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Dynasty Wealth Management, LLC – 13F Filing Analysis
Reporting Period: Q3 2025 (Report Date: September 30, 2025)
1. Portfolio Overview
Dynasty Wealth Management, LLC manages a highly structured, ETF-centric portfolio with a total value of $4.00 billion as of September 30, 2025. This represents a significant decrease of 31.8% from the previous quarter's value of $5.87 billion. The portfolio consists of 151 holdings, indicating a moderate breadth of exposure.
The firm’s strategy is char...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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