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Dynamic Wealth Strategies, LLC
Updated 3 days agoManaged by Dynamic Wealth Strategies, Llc • Latest filing Q3 2026
Portfolio value
$187.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $149.7M |
| Q4 2025 | $168M |
| Q1 2026 | $172.9M |
| Q2 2026 | $187.8M |
| Q3 2026 | $187.7M |
Top holdings
298 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.2M | 231.4K | 8.65% | — | |
| 2 | ? N/A ISHARES EXPANDED TECH SECTOR ETF | $15.6M | 92.3K | 8.31% | — |
| 3 | $15M | 261.4K | 8.01% | — | |
| 4 | $12.5M | 58.1K | 6.68% | — | |
| 5 | $10.7M | 242.0K | 5.72% | — | |
| 6 | $7.8M | 93.0K | 4.16% | — | |
| 7 | $7.7M | 62.2K | 4.08% | — | |
| 8 | $6.4M | 65.1K | 3.43% | — | |
| 9 | $6M | 58.0K | 3.21% | — | |
| 10 | $5.9M | 103.5K | 3.12% | — | |
| 11 | $5.7M | 81.2K | 3.05% | — | |
| 12 | $4.2M | 28.6K | 2.21% | — | |
| 13 | $3.6M | 40.2K | 1.91% | — | |
| 14 | $3.6M | 36.8K | 1.91% | — | |
| 15 | $3.6M | 45.3K | 1.91% | — | |
| 16 | $3.3M | 30.9K | 1.75% | — | |
| 17 | $3.3M | 19.5K | 1.75% | — | |
| 18 | $3.1M | 58.3K | 1.66% | — | |
| 19 | $2.8M | 86.9K | 1.49% | — | |
| 20 | $2.6M | 23.7K | 1.40% | — |