Dynamic Wealth Strategies, LLC
Q3 2026 13F filing
Updated 3 days ago298 disclosed positions worth $187.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TOTAL BOND MARKET ETF | $16.2M | 231.4K | 8.65% | — |
| 2 | ? N/A ISHARES EXPANDED TECH SECTOR ETF | $15.6M | 92.3K | 8.31% | — |
| 3 | V VANGUARD SHORT-TERM TREASURY ETF | $15M | 261.4K | 8.01% | — |
| 4 | V VANGUARD MORNINGSTAR VALUE ETF | $12.5M | 58.1K | 6.68% | — |
| 5 | V VANGUARD MORTGAGE-BACKED SECURITIES ETF | $10.7M | 242.0K | 5.72% | — |
| 6 | E INVESCO S&P 500 QUALITY ETF | $7.8M | 93.0K | 4.16% | — |
| 7 | S STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $7.7M | 62.2K | 4.08% | — |
| 8 | E ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6.4M | 65.1K | 3.43% | — |
| 9 | E ISHARES MSCI EAFE ETF | $6M | 58.0K | 3.21% | — |
| 10 | V VANGUARD INTERMEDIATE-TERM TREASURY ETF | $5.9M | 103.5K | 3.12% | — |
| 11 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $5.7M | 81.2K | 3.05% | — |
| 12 | G TR ACTIVEBETA US LARGE CAP EQUITY ETF | $4.2M | 28.6K | 2.21% | — |
| 13 | E ISHARES 7-10 YEAR TREASURY BOND ETF | $3.6M | 40.2K | 1.91% | — |
| 14 | E ISHARES MSCI JAPAN ETF | $3.6M | 36.8K | 1.91% | — |
| 15 | E ISHARES MSCI EAFE VALUE ETF | $3.6M | 45.3K | 1.91% | — |
| 16 | E ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $3.3M | 30.9K | 1.75% | — |
| 17 | S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.3M | 19.5K | 1.75% | — |
| 18 | S STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3.1M | 58.3K | 1.66% | — |
| 19 | S STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2.8M | 86.9K | 1.49% | — |
| 20 | S STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2.6M | 23.7K | 1.40% | — |
| 21 | V VANGUARD FTSE EMERGING MARKETS ETF | $2.5M | 42.6K | 1.35% | — |
| 22 | H VANECK GOLD MINERS ETF | $2.5M | 28.4K | 1.33% | — |
| 23 | V VANGUARD MORNINGSTAR MID-CAP ETF | $1.9M | 24.6K | 1.03% | — |
| 24 | G GLOBAL X COPPER MINERS ETF | $1.9M | 22.7K | 1.02% | — |
| 25 | E ISHARES 20 YEAR TREASURY BOND ETF | $1.7M | 21.3K | 0.88% | — |
| 26 | S STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.6M | 54.4K | 0.86% | — |
| 27 | S STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.6M | 8.0K | 0.84% | — |
| 28 | G ALPHABET INC CAP STK CL A | $1.2M | 3.5K | 0.65% | — |
| 29 | E ISHARES AAA-A RATED CORPORATE BOND ETF | $1.2M | 26.9K | 0.64% | — |
| 30 | A APPLE INC COM | $1.2M | 3.6K | 0.63% | — |
| 31 | E ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $997K | 9.5K | 0.53% | — |
| 32 | N NVIDIA CORPORATION COM | $978K | 4.3K | 0.52% | — |
| 33 | E ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $920K | 11.0K | 0.49% | — |
| 34 | M MICROSOFT CORP COM | $783K | 1.5K | 0.42% | — |
| 35 | J JPMORGAN CHASE & CO COM | $646K | 2.0K | 0.34% | — |
| 36 | A AMAZON COM INC COM | $598K | 2.4K | 0.32% | — |
| 37 | ? N/A FRANKLIN FTSE UNITED KINGDOM ETF | $591K | 16.5K | 0.32% | — |
| 38 | A BROADCOM INC COM | $588K | 1.7K | 0.31% | — |
| 39 | B ISHARES MSCI UNITED KINGDOM ETF | $579K | 12.5K | 0.31% | — |
| 40 | E ISHARES MSCI GERMANY ETF | $556K | 13.5K | 0.30% | — |
| 41 | S STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $535K | 13.6K | 0.29% | — |
| 42 | A ANALOG DEVICES INC COM | $490K | 1.2K | 0.26% | — |
| 43 | G SPDR GOLD SHARES | $464K | 1.2K | 0.25% | — |
| 44 | L LAM RESEARCH CORP COM NEW | $455K | 1.4K | 0.24% | — |
| 45 | L LOCKHEED MARTIN CORP COM | $450K | 883 | 0.24% | — |
| 46 | V VANGUARD TOTAL INTERNATIONAL BOND ETF | $445K | 9.5K | 0.24% | — |
| 47 | V VANGUARD MORNINGSTAR GROWTH ETF | $437K | 4.8K | 0.23% | — |
| 48 | L ELI LILLY & CO COM | $436K | 377 | 0.23% | — |
| 49 | C CHEVRON CORPORATION COM | $396K | 1.9K | 0.21% | — |
| 50 | S STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $392K | 3.6K | 0.21% | — |