Dynasty Wealth Management, LLC

Dynasty Wealth Management, LLC reported 367 holdings worth US$13.5B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Dynasty Wealth Management, LLC reported 367 holdings worth US$13.5B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
367
Value as reported
US$13.5B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation145KUS$29M0.22%
Alphabet Inc (google) Class C77,333US$27.6M0.21%
Apple Inc78,794US$22.8M0.17%
Micron Technology, Inc.15,814US$18.3M0.14%
Amazon.com, Inc.58,511US$13.9M0.10%
Broadcom Inc.28,689US$10.8M0.08%
Microsoft Corp.25,596US$9.55M0.07%
Jp Morgan Chase & Co.29,047US$9.51M0.07%
Applied Materials, Inc.11,831US$8.55M0.06%
Dell Technologies Inc.15,499US$6.69M0.05%
Meta Platforms, Inc.11,376US$6.41M0.05%
Tesla, Inc.14,894US$6.26M0.05%
Advanced Micro Devices Inc9,196US$5.34M0.04%
Asml Holding Nv2,600US$5.17M0.04%
Kinross Gold Corporation218KUS$5.14M0.04%
Abbvie Inc.20,177US$5.08M0.04%
Us Foods Holding Corp.49,619US$5.07M0.04%
Kla Corporation16,673US$5.03M0.04%
Philip Morris International Inc27,151US$4.91M0.04%
Newmont Corporation49,350US$4.61M0.03%
Mastercard Incorporated8,698US$4.47M0.03%
Visa Inc.12,917US$4.43M0.03%
United Rentals, Inc.3,621US$4.1M0.03%
Marathon Petroleum Corporation15,691US$4.01M0.03%
Eli Lilly And Company3,240US$3.89M0.03%
Morgan Stanley17,058US$3.57M0.03%
Mckesson Corporation4,610US$3.48M0.03%
American Express Company9,814US$3.32M0.02%
Huntington Bancshares Incorporated182KUS$3.23M0.02%
Marvell Technology, Inc.10,113US$3.01M0.02%
Goldman Sachs Group, Inc. (the)2,911US$2.94M0.02%
Cencora, Inc.10,289US$2.91M0.02%
Cenovus Energy Inc.117KUS$2.89M0.02%
Cummins Inc.4,023US$2.87M0.02%
Fedex Corporation8,880US$2.78M0.02%
General Dynamics Corporation7,836US$2.78M0.02%
Wells Fargo & Company32,101US$2.65M0.02%
Coca-cola Company (the)32,606US$2.65M0.02%
Banco Santander, S.a.184KUS$2.54M0.02%
Capital One Financial Corporation12,674US$2.54M0.02%
Keysight Technologies Inc.6,959US$2.44M0.02%
Diamondback Energy, Inc.13,295US$2.34M0.02%
Oracle Corporation15,776US$2.31M0.02%
Firstenergy Corp.47,903US$2.28M0.02%
Westinghouse Air Brake Technologies Corporation8,407US$2.27M0.02%
Uber Technologies, Inc.31,159US$2.25M0.02%
Lam Research Corporation5,107US$2.21M0.02%
Hsbc Holdings Plc23,013US$2.19M0.02%
Centerpoint Energy, Inc (holding Co)48,638US$2.14M0.02%
L3harris Technologies, Inc.7,263US$2.11M0.02%
Quest Diagnostics Incorporated9,786US$2.07M0.02%
Conocophillips19,852US$2.06M0.02%
Shell Plc26,458US$2.05M0.02%
United Airlines Holdings, Inc.14,885US$2.02M0.02%
Amphenol Corporation11,033US$1.95M0.01%
C.h. Robinson Worldwide, Inc.10,072US$1.9M0.01%
Anheuser-busch Inbev Sa/nv22,878US$1.89M0.01%
Lpl Financial Holdings Inc.6,598US$1.86M0.01%
Novartis Ag11,695US$1.83M0.01%
Allstate Corporation (the)7,629US$1.82M0.01%
Entergy Corporation15,618US$1.79M0.01%
Norfolk Southern Corporation5,349US$1.68M0.01%
Autozone, Inc.493US$1.58M0.01%
Bellring Brands, Inc.122KUS$1.57M0.01%
Ppl Corporation42,247US$1.54M0.01%
Lineage, Inc.35,252US$1.52M0.01%
Old Dominion Freight Line, Inc.7,034US$1.52M0.01%
Charles Schwab Corporation (the)16,225US$1.5M0.01%
Vertiv Holdings, Llc4,471US$1.5M0.01%
Mitsubishi Ufj Financial Group, Inc.74,982US$1.49M0.01%
Banco Bilbao Vizcaya Argentaria, S.a.58,801US$1.47M0.01%
Brown & Brown, Inc.22,749US$1.46M0.01%
Jacobs Solutions Inc.11,537US$1.45M0.01%
Canadian Natural Resources Limited36,642US$1.45M0.01%
Sumitomo Mitsui Financial Group, Inc.59,684US$1.41M0.01%
Sharkninja, Inc.9,241US$1.41M0.01%
Caseys General Stores, Inc.1,717US$1.36M0.01%
Arthur J. Gallagher & Co.5,889US$1.35M0.01%
British American Tobacco P.l.c.21,838US$1.35M0.01%
Merck & Company, Inc.10,391US$1.34M<0.01%
Rli Corp.22,577US$1.33M<0.01%
Booking Holdings Inc. Common Stock7,475US$1.33M<0.01%
Netflix, Inc.18,624US$1.33M<0.01%
Corpay, Inc.3,964US$1.32M<0.01%
Walt Disney Company (the)13,030US$1.25M<0.01%
Lloyds Banking Group Plc214KUS$1.25M<0.01%
Applovin Corporation2,321US$1.2M<0.01%
Bhp Group Ltd14,320US$1.19M<0.01%
Waste Management, Inc.5,256US$1.17M<0.01%
Microchip Technology Incorporated12,624US$1.15M<0.01%
Reliance, Inc.3,074US$1.15M<0.01%
Palantir Technologies Inc.9,689US$1.13M<0.01%
Orix Corporation29,371US$1.12M<0.01%
Arista Networks, Inc.6,562US$1.11M<0.01%
Eni S.p.a.23,541US$1.1M<0.01%
T-mobile Us, Inc.6,468US$1.08M<0.01%
Ionis Pharmaceuticals, Inc.13,661US$1.08M<0.01%
Johnson & Johnson4,187US$1.06M<0.01%
Hubbell Inc2,012US$1.05M<0.01%
Gilead Sciences, Inc.7,916US$1M<0.01%

Every holding of Dynasty Wealth Management, LLC

Source

View original at SEC

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