Holdings
Dynamic Wealth Strategies, LLC
As of Sep 30, 2026, Dynamic Wealth Strategies, LLC reported 287 positions worth US$187M. Largest: Vanguard Total Bond Market ETF, iShares Expanded Tech Sector ETF and Vanguard Short-Term Treasury ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Total Bond Market ETF | 231K | US$16.2M | new | Sep 30, 2026 |
| iShares Expanded Tech Sector ETF | 92,307 | US$15.6M | new | Sep 30, 2026 |
| Vanguard Short-Term Treasury ETF | 261K | US$15M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 58,059 | US$12.5M | new | Sep 30, 2026 |
| Vanguard Mortgage-Backed Securities ETF | 242K | US$10.7M | new | Sep 30, 2026 |
| Invesco S&P 500 Quality ETF | 92,960 | US$7.82M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 62,200 | US$7.66M | new | Sep 30, 2026 |
| iShares MSCI Emerging Markets ex China ETF | 65,053 | US$6.45M | new | Sep 30, 2026 |
| iShares MSCI EAFE ETF | 58,031 | US$6.03M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 103K | US$5.86M | new | Sep 30, 2026 |