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Manager record

Dynasty Wealth Management, LLC

St. Petersburg, FL · CIK 1727599 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$13.46BReported 13F valueQ2 2026 · as filed
367Holdings listed
+17.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $5.9B$5.9BQ2 2025228 holdingsQ3 2025: $7.5B$7.5BQ3 2025309 holdingsQ4 2025: $10.2B$10.2BQ4 2025349 holdingsQ1 2026: $11.5B$11.5BQ1 2026333 holdingsQ2 2026: $13.5B$13.5BQ2 2026367 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$13.46B · 367 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$11.47B · 333 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$10.18B · 349 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$7.49B · 309 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$5.87B · 228 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology