Dynamic Wealth Strategies, LLC

Dynamic Wealth Strategies, LLC reported 291 holdings worth US$188M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

Dynamic Wealth Strategies, LLC reported 291 holdings worth US$188M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 23, 2026 (Form 13F).

Holdings
291
Value as reported
US$188M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C3,459US$1.24M0.66%
Apple Inc3,027US$876K0.47%
Nvidia Corporation3,648US$730K0.39%
Jp Morgan Chase & Co.2,220US$727K0.39%
Broadcom Inc.1,669US$630K0.34%
Lam Research Corporation1,393US$604K0.32%
Amazon.com, Inc.2,329US$555K0.30%
Microsoft Corp.1,368US$510K0.27%
Analog Devices, Inc.1,236US$491K0.26%
Eli Lilly And Company365US$438K0.23%
Gilead Sciences, Inc.3,172US$401K0.21%
Lockheed Martin Corporation784US$399K0.21%
Costco Wholesale Corporation421US$394K0.21%
Kla Corporation1,205US$364K0.19%
Johnson & Johnson1,348US$342K0.18%
The Travelers Companies, Inc.1,007US$332K0.18%
Walmart Inc.2,919US$331K0.18%
Capital One Financial Corporation1,628US$327K0.17%
Home Depot, Inc. (the)891US$314K0.17%
Servicenow, Inc.3,126US$310K0.17%
Chevron Corporation1,760US$292K0.16%
Meta Platforms, Inc.510US$287K0.15%
Thermo Fisher Scientific Inc566US$284K0.15%
Visa Inc.826US$283K0.15%
Borgwarner Inc.3,990US$265K0.14%
Texas Instruments Incorporated883US$263K0.14%
Jacobs Solutions Inc.2,072US$261K0.14%
Charles Schwab Corporation (the)2,682US$247K0.13%
Fortinet, Inc.1,468US$226K0.12%
Salesforce, Inc.1,415US$222K0.12%
Berkshire Hathaway Inc.430US$215K0.11%
Abbvie Inc.796US$200K0.11%
Arista Networks, Inc.1,156US$196K0.10%
Procter & Gamble Company (the)1,269US$186K0.10%
Cme Group Inc.815US$180K0.10%
Labcorp Holdings Inc.622US$174K0.09%
Blackrock, Inc.179US$172K0.09%
Metlife, Inc.1,947US$165K0.09%
Emerson Electric Company1,140US$163K0.09%
Avalonbay Communities, Inc.848US$160K0.09%
T-mobile Us, Inc.949US$159K0.08%
Merck & Company, Inc.1,198US$154K0.08%
Coca-cola Company (the)1,819US$148K0.08%
Adobe Inc.690US$141K0.08%
Gentex Corporation5,536US$140K0.07%
Cisco Systems, Inc.1,189US$140K0.07%
Nextera Energy, Inc.1,544US$136K0.07%
Bath & Body Works, Inc.5,721US$132K0.07%
Rtx Corporation691US$131K0.07%
Corteva, Inc.1,537US$130K0.07%
Ppl Corporation3,557US$129K0.07%
Pinterest, Inc.6,120US$129K0.07%
Idex Corporation565US$128K0.07%
Abbott Laboratories1,277US$116K0.06%
Public Storage364US$116K0.06%
Jack Henry & Associates, Inc.816US$112K0.06%
Illinois Tool Works Inc.411US$111K0.06%
Advanced Micro Devices Inc189US$110K0.06%
Airbnb, Inc.729US$104K0.06%
Aflac Incorporated889US$104K0.06%
Boston Scientific Corporation2,339US$99,8290.05%
Mcdonald's Corporation366US$98,9330.05%
The Cooper Companies, Inc.1,235US$88,5620.05%
Autodesk, Inc.448US$87,1000.05%
American Tower Corporation (reit)494US$80,8040.04%
Equinix, Inc.77US$80,2640.04%
Kinder Morgan, Inc.2,451US$78,3580.04%
Ge Aerospace208US$77,7360.04%
Domino's Pizza Inc248US$73,4180.04%
Principal Financial Group Inc577US$62,1890.03%
Digital Realty Trust, Inc.346US$62,1350.03%
American Electric Power Company, Inc.445US$60,8800.03%
Unitedhealth Group Incorporated142US$59,0190.03%
Mckesson Corporation77US$58,1810.03%
Lululemon Athletica Inc.499US$56,9760.03%
Phillips 66330US$55,7870.03%
Fifth Third Bancorp975US$54,9610.03%
Prologis, Inc.400US$54,1880.03%
Altria Group, Inc.741US$53,3150.03%
Novartis Ag338US$52,9710.03%
Ge Vernova Inc.44US$51,6940.03%
Welltower Inc.217US$49,2520.03%
Simon Property Group, Inc.210US$46,9670.03%
Rockwell Automation, Inc.94US$46,5380.02%
Constellation Energy Corporation185US$45,9480.02%
Independence Realty Trust, Inc.2,685US$44,8130.02%
Norfolk Southern Corporation142US$44,6720.02%
Tjx Companies, Inc. (the)290US$43,9350.02%
Starbucks Corporation427US$43,6350.02%
Tesla, Inc.99US$41,6390.02%
Boeing Company (the)186US$40,2630.02%
Iron Mountain Incorporated (delaware)300US$37,8930.02%
Amgen Inc.103US$37,2980.02%
Duke Energy Corporation (holding Company)294US$37,2150.02%
Waste Management, Inc.166US$36,9980.02%
Realty Income Corporation585US$36,2470.02%
Bank Of America Corporation600US$34,1880.02%
Mastercard Incorporated66US$33,8980.02%
Amphenol Corporation191US$33,6770.02%
Omnicom Group Inc.459US$33,4290.02%

Every holding of Dynamic Wealth Strategies, LLC

Source

View original at SEC

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