Dynasty Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 29, 2025
Value $
$7.49B
Signature - Title
Andrew Butte - Chief Compliance Officer
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Dynasty Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dynasty Wealth Management, LLC reported 303 stock holdings with total value $7.49B as of Q3 2025. Top holdings included IVV, ABFL, SPYG, FBCG, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 303 $7.49B +$1.56B -$304M +$1.26B IVV, ABFL, SPYG, FBCG, DYNF 13F-HR 10/29/2025, 03:54 PM
Q2 2025 228 $5.87B +$146M -$795M -$649M ABFL, IVV, BINC, SPYG, FBND 13F-HR 8/5/2025, 10:54 AM
Q1 2025 248 $5.96B +$1.12B -$783M +$340M IVV, ABFL, BINC, SPYG, FBND 13F-HR 5/2/2025, 02:25 PM
Q4 2024 247 $5.8B +$2.77B -$204M +$2.57B IVV, ABFL, BINC, SPYG, AGG 13F-HR 2/5/2025, 11:02 AM
Q3 2024 224 $2.2B +$322M -$987M -$666M IVV, AGG, TTAC, MBB, IYW 13F-HR 11/12/2024, 11:02 AM
Q2 2024 238 $3.34B +$528M -$327M +$201M IVV, SPYG, TTAC, AGG, BINC 13F-HR 8/12/2024, 12:06 PM
Q1 2024 251 $3.14B $0 $0 IVV, SPYG, TTAC, IEFA, AGG 13F-HR 5/15/2024, 05:47 PM
Q4 2018 3 $760K -$2.09M -$2.09M LYB, VEA, VTI 13F-HR 2/12/2019, 10:05 AM
Q3 2018 126 $77M +$29.6M -$817K +$28.8M JNJ, SPY, IWB, XLK, IWM 13F-HR 11/9/2018, 01:35 PM
Q2 2018 75 $47.7M +$8.03M -$184M -$176M JNJ, SPY, XLK, VEA, IWM 13F-HR 8/16/2018, 05:09 PM
Q1 2018 73 $238M +$199M -$6.83M +$193M JNJ, SPY, VEA, XLK, PKWXXXX 13F-HR 4/20/2018, 02:38 PM
Q4 2017 100 $57.3M JNJ, VEA, IWN, PKWXXXX, IWM 13F-HR 2/15/2018, 02:52 PM