Long-term investor
Dynasty Wealth Management, LLC @dynastywealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727599).
Record
- Tracked since 2025-12-31 (257 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 6.8% · long · since 2025-12-31
- DYNF · 5.9% · long · since 2025-12-31
- BAI · 5.5% · long · since 2025-12-31
- JAVA · 5.3% · long · since 2025-12-31
- BINC · 5.1% · long · since 2025-12-31
- PWRD · 5.0% · long · since 2025-12-31
- IEFA · 4.5% · long · since 2025-12-31
- FBND · 3.7% · long · since 2025-12-31
- SPYG · 3.4% · long · since 2025-12-31
- EMOP · 3.3% · long · since 2026-03-31
- FBCG · 3.3% · long · since 2025-12-31
- IWF · 2.7% · long · since 2025-12-31