13F
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Dynasty Wealth Management, LLC

13F equity value
$11.5B
Positions
333
Top 10 concentration
49.4%
Quarters / total new picks
9 / 238
13F equity value over time
$0M$6B$11B20172018202420252026

"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.

Not significant Verdict

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.

Avg 2Q excess
+1.8%
t-stat
0.24
Quarterly win rate
33%
Annualized excess
+4.0%
$1 → follow vs universe
$1.38 vs $1.27
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320240630: universe 1.05120240930: universe 1.04220241231: universe 0.97220250331: universe 1.06020250630: universe 1.09320250930: universe 1.22920251231: universe 1.272 20180630: follow 1.03220180930: follow 1.06420240630: follow 1.39720240930: follow 1.36120241231: follow 1.34020250331: follow 1.43720250630: follow 1.28420250930: follow 1.38120251231: follow 1.376 0.85 1.20 1.55 201820242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 333 · 2026 Q1

Ticker Value Weight QoQ
IVV $780M
6.8%
ADD
BAI $648M
5.7%
ADD
DYNF $644M
5.6%
ADD
PWRD $642M
5.6%
ADD
BINC $624M
5.4%
ADD
JAVA $588M
5.1%
ADD
IEFA $537M
4.7%
ADD
FBND $466M
4.1%
ADD
SPYG $374M
3.3%
HOLD
EMOP $362M
3.2%
NEW
FBCG $360M
3.1%
TRIM
IWF $312M
2.7%
ADD
ABFL $299M
2.6%
TRIM
AGG $272M
2.4%
TRIM
EFV $262M
2.3%
ADD
SPYV $225M
2.0%
ADD
JCPB $209M
1.8%
ADD
BRTR $202M
1.8%
ADD
TLH $185M
1.6%
ADD
IEMG $181M
1.6%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

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.