← Every investor
Dynamic Wealth Strategies, LLC Portfolio
$187.7M across 298 positions as of 2026-09-30, with 55% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.4%
-5.0% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +0.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BNDVanguard Total Bond Market ETF | $16.2M | 8.6% | 231,416 |
| IGMiShares Expanded Tech Sector ETF | $15.6M | 8.3% | 92,307 |
| VGSHVanguard Short-Term Treasury ETF | $15M | 8.0% | 261,377 |
| VTVVanguard Value ETF | $12.5M | 6.7% | 58,059 |
| VMBSVanguard Mortgage Backed Security | $10.7M | 5.7% | 241,962 |
| SPHQInvesco S&P 500 Quality ETF | $7.8M | 4.2% | 92,960 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $7.7M | 4.1% | 62,200 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $6.4M | 3.4% | 65,053 |
| EFAiShares MSCI EAFE ETF | $6M | 3.2% | 58,031 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $5.9M | 3.1% | 103,457 |
| VEAVanguard FTSE Developed Markets ETF | $5.7M | 3.1% | 81,219 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $4.2M | 2.2% | 28,619 |
| IEFiShares 7-10 Year Treasury Bond ETF | $3.6M | 1.9% | 40,170 |
| EWJiShares MSCI Japan Index Fund | $3.6M | 1.9% | 36,786 |
| EFViShares MSCI EAFE Value ETF | $3.6M | 1.9% | 45,292 |
| IGViShares Expanded Tech-Software Sector ETF | $3.3M | 1.8% | 30,919 |
| XLVState Street Health Care Select Sector SPDR ETF | $3.3M | 1.7% | 19,487 |
| XLFState Street Financial Select Sector SPDR ETF | $3.1M | 1.7% | 58,299 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $2.8M | 1.5% | 86,942 |
| XLCThe Communication Services Select Sector SPDR Fund | $2.6M | 1.4% | 23,689 |
| VWOVanguard FTSE Emerging Markets ETF | $2.5M | 1.3% | 42,598 |
| GDXVanEck Gold Miners ETF | $2.5M | 1.3% | 28,392 |
| VOVanguard Mid-Cap ETF | $1.9M | 1.0% | 24,630 |
| COPXGlobal X Copper Miners ETF | $1.9M | 1.0% | 22,682 |
| TLTiShares 20+ Year Treasury Bond ETF | $1.7M | 0.9% | 21,342 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $1.6M | 0.9% | 54,425 |
| XLKState Street Technology Select Sector SPDR ETF | $1.6M | 0.8% | 8,034 |
| GOOGLAlphabet Inc | $1.2M | 0.7% | 3,550 |
| ISHARES AAA-A RATED CORPORATE BOND ETF | $1.2M | 0.6% | 26,898 |
| AAPLApple Inc | $1.2M | 0.6% | 3,566 |
| SUBiShares Short-Term National Muni Bond ETF | $997.4K | 0.5% | 9,541 |
| NVDANVIDIA Corp | $978.2K | 0.5% | 4,283 |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $919.6K | 0.5% | 11,005 |
| MSFTMicrosoft Corp | $783.2K | 0.4% | 1,527 |
| JPMJPMorgan Chase & Co | $646.4K | 0.3% | 1,954 |
| AMZNAmazon.com Inc | $597.7K | 0.3% | 2,399 |
| FRANKLIN FTSE UNITED KINGDOM ETF | $591.4K | 0.3% | 16,497 |
| AVGOBroadcom Inc | $588.2K | 0.3% | 1,675 |
| EWUiShares MSCI United Kingdom ETF | $579.5K | 0.3% | 12,454 |
| ISHARES MSCI GERMANY ETF | $555.9K | 0.3% | 13,456 |
| XLUState Street Utilities Select Sector SPDR ETF | $535.3K | 0.3% | 13,573 |
| ADIAnalog Devices Inc | $490.3K | 0.3% | 1,236 |
| GLDSPDR Gold Shares | $463.9K | 0.2% | 1,218 |
| LRCXLam Research Corp | $454.7K | 0.2% | 1,384 |
| LMTLockheed Martin Corp | $449.7K | 0.2% | 883 |
| BNDXVanguard Total International Bond ETF | $445.4K | 0.2% | 9,503 |
| VUGVanguard Growth ETF | $436.9K | 0.2% | 4,848 |
| LLYEli Lilly and Co | $436.2K | 0.2% | 377 |
| CVXChevron Corp | $396K | 0.2% | 1,939 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $391.8K | 0.2% | 3,600 |
| GILDGilead Sciences, Inc | $384.4K | 0.2% | 2,579 |
| COSTCostco Wholesale Corp | $383.3K | 0.2% | 421 |
| XOMExxonmobil Holdings Corp | $375.5K | 0.2% | 2,307 |
| METAMeta Platforms Inc | $363.3K | 0.2% | 501 |
| XLIState Street Industrial Select Sector SPDR ETF | $362.5K | 0.2% | 2,171 |
| JNJJohnson & Johnson | $359K | 0.2% | 1,356 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $356.5K | 0.2% | 4,552 |
| TRVTravelers Companies Inc | $345.1K | 0.2% | 968 |
| TMOThermo Fisher Scientific Inc | $342.3K | 0.2% | 507 |
| WMTWalmart Inc | $307.4K | 0.2% | 2,958 |
| NOWServiceNow Inc | $298.8K | 0.2% | 2,230 |
| CRMSalesforce Inc | $288.3K | 0.2% | 1,256 |
| FTNTFortinet Inc | $275.1K | 0.1% | 1,539 |
| JJacobs Solutions Inc | $271.6K | 0.1% | 2,008 |
| COFCapital One Financial Corp | $265.9K | 0.1% | 1,377 |
| SCHWCharles Schwab Corp | $262.3K | 0.1% | 2,684 |
| VWOBVanguard Emerging Markets Government Bond ETF | $258.4K | 0.1% | 4,093 |
| KLACKLA Corp | $256.9K | 0.1% | 1,318 |
| TXNTexas Instruments Inc | $247.3K | 0.1% | 883 |
| BWABorgwarner Inc | $244.1K | 0.1% | 4,061 |
| HDHome Depot Inc | $237.5K | 0.1% | 835 |
| VVisa Inc | $233.2K | 0.1% | 649 |
| ANETArista Networks Inc | $221.5K | 0.1% | 1,088 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $217.5K | 0.1% | 2,698 |
| BRK.BBerkshire Hathaway Inc | $216.1K | 0.1% | 434 |
| SGOViShares 0-3 Month Treasury Bond ETF | $214.5K | 0.1% | 2,131 |
| CMECME Group Inc | $213.5K | 0.1% | 815 |
| VIGVanguard Div Appreciation ETF | $209.3K | 0.1% | 897 |
| ABBVAbbVie Inc | $208.2K | 0.1% | 796 |
| DIVOAmplify CWP Enhanced Dividend Income ETF | $208.1K | 0.1% | 4,476 |
| KOCoca-Cola Co | $198.7K | 0.1% | 2,308 |
| HONHoneywell International Inc | $192.8K | 0.1% | 914 |
| ESGEiShares ESG Aware MSCI EM ETF | $190.3K | 0.1% | 3,514 |
| VNQVanguard Real Estate ETF | $188.1K | 0.1% | 2,099 |
| MUMicron Technology Inc | $186.4K | 0.1% | 175 |
| PGProcter & Gamble Co | $184.4K | 0.1% | 1,269 |
| METMetLife Inc | $183.3K | 0.1% | 1,947 |
| BLKBlackRock Inc | $183.1K | 0.1% | 173 |
| LHLabcorp Holdings Inc | $179.3K | 0.1% | 582 |
| EMREmerson Electric Co | $176.8K | 0.1% | 1,140 |
| MRKMerck & Co Inc | $174.5K | 0.1% | 1,201 |
| XBIState Street SPDR S&P Biotech ETF | $173.4K | 0.1% | 1,100 |
| VIVMARK RESIDENTIAL SH BEN INT | $171.3K | 0.1% | 2,820 |
| SCHPSCHWAB US TIPS ETF | $168.4K | 0.1% | 6,701 |
| AMDAdvanced Micro Devices Inc | $167K | 0.1% | 273 |
| TMUST-Mobile US Inc | $167K | 0.1% | 1,024 |
| CTVACorteva Inc | $155.1K | 0.1% | 1,997 |
| IWMiShares Russell 2000 Index Fund | $150.3K | 0.1% | 541 |
| XLEState Street Energy Select Sector SPDR ETF | $147.2K | 0.1% | 2,394 |
| ADBEAdobe Inc | $138.9K | 0.1% | 579 |
| XLBMaterials Select Sector SPDR | $138.4K | 0.1% | 2,842 |
| JOHNSON CTLS INTL PLC SHS | $133.3K | 0.1% | 897 |
| RTXRTX Corp | $128.3K | 0.1% | 691 |
| CSCOCisco Systems Inc | $128K | 0.1% | 1,189 |
| ABTAbbott Laboratories | $126.2K | 0.1% | 1,277 |
| QQQInvesco QQQ Trust, Series 1 | $121.3K | 0.1% | 164 |
| PPLPPL Corp | $121.1K | 0.1% | 3,683 |
| NEENextera Energy Inc | $120.1K | 0.1% | 1,586 |
| INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $119K | 0.1% | 5,336 |
| PSAPublic Storage | $118.8K | 0.1% | 420 |
| SDYState Street SPDR S&P Dividend ETF | $118.2K | 0.1% | 807 |
| IEXIDEX Corp | $116.5K | 0.1% | 511 |
| EFGiShares MSCI EAFE Growth ETF | $115.9K | 0.1% | 967 |
| GNTXGentex Corp | $112.6K | 0.1% | 5,180 |
| ITWIllinois Tool Works Inc | $109.6K | 0.1% | 426 |
| JKHYJack Henry & Associates Inc | $106.1K | 0.1% | 741 |
| AFLAflac Inc | $99.4K | 0.1% | 889 |
| BSXBoston Scientific Corp | $93.4K | 0.0% | 2,140 |
| SPYState Street SPDR S&P 500 ETF Trust | $90.8K | 0.0% | 119 |
| ABNBAirbnb Inc | $90.1K | 0.0% | 561 |
| AMTAmerican Tower Corp | $89.9K | 0.0% | 549 |
| ADSKAutodesk Inc | $88.4K | 0.0% | 423 |
| MCDMcDonald's Corp | $84.5K | 0.0% | 366 |
| PSXPhillips 66 | $84.3K | 0.0% | 330 |
| PINSPinterest Inc | $84.1K | 0.0% | 4,451 |
| FBTFirst Trust Amex Biotech Index Fund | $81.7K | 0.0% | 300 |
| BBWIBath & Body Works Inc | $78.6K | 0.0% | 4,935 |
| VAWVanguard Materials ETF | $78.5K | 0.0% | 360 |
| PLDPrologis Inc | $77.9K | 0.0% | 600 |
| DPZDomino's Pizza Inc | $77.3K | 0.0% | 258 |
| KMIKinder Morgan Inc | $73.9K | 0.0% | 2,451 |
| PFFiShares Preferred and Income Securities ETF | $73.4K | 0.0% | 2,489 |
| COOCooper Companies Inc | $71.1K | 0.0% | 1,258 |
| XLREReal Estate Select Sector SPDR Fund | $69.5K | 0.0% | 1,700 |
| MCKMcKesson Corp | $69.2K | 0.0% | 81 |
| IJHiShares Core S&P Mid-Cap ETF | $68.4K | 0.0% | 950 |
| GEGeneral Electric Co | $65K | 0.0% | 208 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $64.6K | 0.0% | 705 |
| PFGPrincipal Financial Group Inc | $64.6K | 0.0% | 577 |
| UNHUnitedHealth Group Inc | $63.5K | 0.0% | 173 |
| HDViShares Core High Dividend ETF | $62.6K | 0.0% | 2,240 |
| EQIXEquinix Inc | $61.7K | 0.0% | 61 |
| ITAiShares U.S. Aerospace & Defense ETF | $61.1K | 0.0% | 295 |
| DLRDigital Realty Trust Inc | $60.7K | 0.0% | 346 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $59.7K | 0.0% | 974 |
| MGKVanguard Mega Cap Growth ETF | $56.1K | 0.0% | 605 |
| AEPAmerican Electric Power Company Inc | $52.8K | 0.0% | 445 |
| IVViShares Core S&P 500 ETF | $51.3K | 0.0% | 67 |
| ROYAL CARIBBEAN GROUP COM | $51.3K | 0.0% | 193 |
| JEPIJPMorgan Equity Premium Income ETF | $50.5K | 0.0% | 898 |
| WELLWelltower Inc | $50K | 0.0% | 217 |
| MOAltria Group Inc | $49.9K | 0.0% | 741 |
| FITBFifth Third Bancorp | $49.3K | 0.0% | 975 |
| NVSNovartis AG | $48.2K | 0.0% | 338 |
| ROKRockwell Automation Inc | $45.3K | 0.0% | 104 |
| NSCNorfolk Southern Corp | $43.9K | 0.0% | 142 |
| AMGNAmgen Inc | $43.4K | 0.0% | 103 |
| LULULululemon Athletica Inc | $43K | 0.0% | 447 |
| ASTRAZENECA PLC ORD | $43K | 0.0% | 266 |
| VTRVentas Inc | $42.5K | 0.0% | 500 |
| SPGSimon Property Group Inc | $42.2K | 0.0% | 210 |
| IBBiShares Nasdaq Biotechnology Index Fund | $42.1K | 0.0% | 200 |
| TSLATesla Inc | $41.9K | 0.0% | 118 |
| GEVGE Vernova Inc | $41.8K | 0.0% | 44 |
| HONAHoneywell Aerospace Inc | $40.3K | 0.0% | 260 |
| SBUXStarbucks Corp | $40.1K | 0.0% | 427 |
| IRTIndependence Realty Trust, Inc | $39K | 0.0% | 2,685 |
| TJXTJX Companies Inc | $38.4K | 0.0% | 290 |
| TAT&T Inc | $37.7K | 0.0% | 1,545 |
| MGVVanguard Mega Cap Value ETF | $36.9K | 0.0% | 229 |
| MAMastercard Inc | $36.4K | 0.0% | 66 |
| BABoeing Co | $34.6K | 0.0% | 186 |
| SCHDSchwab US Dividend Equity ETF | $34.2K | 0.0% | 1,052 |
| OMCOmnicom Group Inc | $33.9K | 0.0% | 460 |
| WMWaste Management Inc | $33.9K | 0.0% | 166 |
| DUKDuke Energy Corp | $33.5K | 0.0% | 294 |
| KRKroger Co | $32.8K | 0.0% | 559 |
| BACBank of America Corp | $32.7K | 0.0% | 600 |
| APHAmphenol Corp | $32.2K | 0.0% | 382 |
| ORealty Income Corp | $31.8K | 0.0% | 585 |
| SNPSSynopsys Inc | $31.3K | 0.0% | 72 |
| PFEPfizer Inc | $30.4K | 0.0% | 1,065 |
| MEDTRONIC PLC SHS | $29.8K | 0.0% | 345 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $29.7K | 0.0% | 380 |
| DOCHealthpeak Properties Inc | $28K | 0.0% | 1,400 |
| PEPPepsiCo Inc | $27.9K | 0.0% | 220 |
| RYRoyal Bank of Canada | $27.7K | 0.0% | 141 |
| GLOBAL X LITHIUM & BATTERY TECH ETF | $27.7K | 0.0% | 405 |
| CSXCSX Corp | $27.6K | 0.0% | 594 |
| MDLZMondelez International Inc | $26.5K | 0.0% | 459 |
| ETREntergy Corp | $26.5K | 0.0% | 267 |
| INTCIntel Corp | $26.5K | 0.0% | 220 |
| APDAir Products and Chemicals Inc | $26.2K | 0.0% | 94 |
| IWDiShares Russell 1000 Value ETF | $24.8K | 0.0% | 100 |
| DDominion Energy Inc | $24.3K | 0.0% | 402 |
| ASML HLDG NV N Y REGISTRY SHS | $23.6K | 0.0% | 13 |
| VIRTUS BIOTECH CLINICAL TRIALS ETF | $23.1K | 0.0% | 500 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.8K | 0.0% | 50 |
| KIMKimco Realty Corp | $22.2K | 0.0% | 1,000 |
| IRMIron Mountain Inc | $22.2K | 0.0% | 200 |
| ANGEL STUDIOS INC. CL A COM | $21.9K | 0.0% | 4,681 |
| ARKGARK GENOMIC REVOLUTION ETF | $21.7K | 0.0% | 400 |
| CCICrown Castle Inc | $20K | 0.0% | 300 |
| STERIS PLC SHS USD | $20K | 0.0% | 95 |
| EGPEastgroup Properties Inc | $19.7K | 0.0% | 100 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $19.1K | 0.0% | 210 |
| TDToronto-Dominion Bank | $18.5K | 0.0% | 157 |
| VICIVICI Properties Inc | $18.4K | 0.0% | 800 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $16.6K | 0.0% | 18 |
| DISWalt Disney Co | $16.6K | 0.0% | 158 |
| RAYONIER INC COM | $16.5K | 0.0% | 900 |
| PCARPaccar Inc | $16.3K | 0.0% | 148 |
| SBACSBA Communications Corp | $16K | 0.0% | 100 |
| ILMNIllumina Inc | $15.9K | 0.0% | 58 |
| INVHInvitation Homes Inc | $15.9K | 0.0% | 602 |
| CMCSAComcast Corp | $15.6K | 0.0% | 716 |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | $15K | 0.0% | 117 |
| NTRANatera Inc | $14.9K | 0.0% | 36 |
| VBRVanguard Small-Cap Value ETF | $14.6K | 0.0% | 63 |
| REXRRexford Industrial Realty Inc | $14.5K | 0.0% | 400 |
| REGRegency Centers Corp | $14.4K | 0.0% | 201 |
| BMYBristol-Myers Squibb Co | $14.3K | 0.0% | 229 |
| HPEHewlett Packard Enterprise Co | $13.9K | 0.0% | 218 |
| IWFiShares Russell 1000 Growth ETF | $13.5K | 0.0% | 108 |
| REZiShares Residential and Multisector Real Estate ETF | $13.5K | 0.0% | 153 |
| EXRExtra Space Storage Inc | $13.2K | 0.0% | 100 |
| VOEVanguard Mid-Cap Value ETF | $12.5K | 0.0% | 64 |
| BXPBXP Inc | $12.2K | 0.0% | 200 |
| CEGConstellation Energy Corp | $12.2K | 0.0% | 48 |
| VZVerizon Communications Inc | $12.1K | 0.0% | 263 |
| CICigna Group | $12K | 0.0% | 44 |
| RHPRyman Hospitality Properties Inc | $12K | 0.0% | 100 |
| MAAMid-America Apartment Communities Inc | $11.8K | 0.0% | 100 |
| TGTTarget Corp | $11.8K | 0.0% | 75 |
| VRTXVertex Pharmaceuticals Inc | $11.5K | 0.0% | 22 |
| HSTHost Hotels and Resorts, Inc | $11.2K | 0.0% | 500 |
| SUISun Communities Inc | $11.1K | 0.0% | 100 |
| CAHCardinal Health Inc | $10.9K | 0.0% | 49 |
| FRTFederal Realty Investment Trust | $10.8K | 0.0% | 100 |
| VOTVanguard Mid-Cap Growth ETF | $10.8K | 0.0% | 37 |
| GISGeneral Mills Inc | $10.3K | 0.0% | 321 |
| WBDWarner Bros Discovery Inc | $10.2K | 0.0% | 330 |
| CARNIVAL CORP LTD COMMON SHARES | $9.8K | 0.0% | 400 |
| IDAIdacorp Inc | $9.8K | 0.0% | 75 |
| BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $9.8K | 0.0% | 278 |
| CPTCamden Property Trust | $9.7K | 0.0% | 100 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $9.2K | 0.0% | 248 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $9.1K | 0.0% | 375 |
| CVSCVS Health Corp | $9K | 0.0% | 105 |
| QQnity Electronics Inc | $8.9K | 0.0% | 71 |
| MTUMiShares MSCI USA Momentum Factor ETF | $8.6K | 0.0% | 27 |
| MRNAModerna Inc | $7.7K | 0.0% | 40 |
| GLPIGaming and Leisure Properties Inc | $7.6K | 0.0% | 200 |
| DGDollar General Corp | $7.4K | 0.0% | 62 |
| WMBWilliams Companies Inc | $7.3K | 0.0% | 108 |
| CTRECareTrust REIT Inc | $7.3K | 0.0% | 200 |
| EATON CORP PLC SHS | $7.3K | 0.0% | 17 |
| VNOVornado Realty Trust | $6.8K | 0.0% | 200 |
| VBKVanguard Small-Cap Growth ETF | $6.8K | 0.0% | 20 |
| UDRUDR Inc | $6.7K | 0.0% | 200 |
| WYWeyerhaeuser Co | $6.5K | 0.0% | 339 |
| AXPAmerican Express Co | $6.4K | 0.0% | 21 |
| MRVIMaravai LifeSciences Holdings Inc | $6.2K | 0.0% | 808 |
| DDDupont De Nemours Inc | $6.1K | 0.0% | 47 |
| ISRGIntuitive Surgical Inc | $6.1K | 0.0% | 15 |
| AMHAmerican Homes 4 Rent | $6.1K | 0.0% | 200 |
| ELSEquity LifeStyle Properties Inc | $5.8K | 0.0% | 100 |
| TFCTruist Financial Corp | $5K | 0.0% | 109 |
| PCVXVaxcyte Inc | $4.9K | 0.0% | 86 |
| GPCRStructure Therapeutics Inc | $4.7K | 0.0% | 150 |
| SPCXSpace Exploration Technologies Corp | $4.7K | 0.0% | 31 |
| SYFSynchrony Financial | $4.5K | 0.0% | 64 |
| WFCWells Fargo & Co | $4.5K | 0.0% | 56 |
| CYTKCytokinetics Inc | $4.5K | 0.0% | 68 |
| IBMInternational Business Machines Corp | $4.4K | 0.0% | 20 |
| ALCON AG ORD SHS | $4.3K | 0.0% | 67 |
| GDGeneral Dynamics Corp | $4.3K | 0.0% | 13 |
| PACIFIC BIOSCIENCES CALIF INC COM | $4K | 0.0% | 1,678 |
| DOWDow Inc | $3.9K | 0.0% | 142 |
| XELXcel Energy Inc | $3.8K | 0.0% | 54 |
| DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $3.7K | 0.0% | 115 |
| ALLAllstate Corp | $3.6K | 0.0% | 16 |
| SOLSSolstice Advanced Materials Inc | $3.4K | 0.0% | 60 |
| CATCaterpillar Inc | $3.2K | 0.0% | 4 |
| CHWYChewy Inc | $2.9K | 0.0% | 160 |
| OWLBlue Owl Capital Inc | $2.8K | 0.0% | 303 |
| ACADACADIA Pharmaceuticals Inc | $2.6K | 0.0% | 131 |
| CARRCarrier Global Corp | $2.6K | 0.0% | 48 |
| HCAHCA Healthcare Inc | $2.6K | 0.0% | 6 |
| AGGiShares Core U.S. Aggregate Bond ETF | $2.4K | 0.0% | 25 |
| WABWestinghouse Air Brake Technologies Corp | $2.3K | 0.0% | 8 |
| OMNIAB INC COM | $2K | 0.0% | 411 |
| FCXFreeport-McMoRan Inc | $1.8K | 0.0% | 26 |
| PEGPublic Service Enterprise Group Inc | $1.7K | 0.0% | 25 |
| REGENXBIO INC COM | $1.4K | 0.0% | 191 |
| TPG INC COM CL A | $1.4K | 0.0% | 31 |
| NVAXNovavax Inc | $1.3K | 0.0% | 120 |
| VTVanguard Total World Stock Index ETF | $1.3K | 0.0% | 8 |
Quarter ending 2026-09-30.
Follow Dynamic Wealth Strategies, LLC by email
Dynamic Wealth Strategies, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.