Dynasty Wealth Management, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 9 quarters, returned +4.1% per quarter — versus +2.9% per quarter from simply owning every 13F stock. It beat that baseline in only 33.3% of quarters (excess t = 0.24, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 333 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| IVV | $780M | | ADD |
| BAI | $648M | | ADD |
| DYNF | $644M | | ADD |
| PWRD | $642M | | ADD |
| BINC | $624M | | ADD |
| JAVA | $588M | | ADD |
| IEFA | $537M | | ADD |
| FBND | $466M | | ADD |
| SPYG | $374M | | HOLD |
| EMOP | $362M | | NEW |
| FBCG | $360M | | TRIM |
| IWF | $312M | | ADD |
| ABFL | $299M | | TRIM |
| AGG | $272M | | TRIM |
| EFV | $262M | | ADD |
| SPYV | $225M | | ADD |
| JCPB | $209M | | ADD |
| BRTR | $202M | | ADD |
| TLH | $185M | | ADD |
| IEMG | $181M | | TRIM |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.