Dynasty Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1727599
Institutional-grade research for retail investors
13F Reported Value
ⓘ$11.5B
Holdings
333
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Dynasty Wealth Management, LLC disclosed 333 positions worth $11.5B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 38 new positions and exited 44 — including a new stake in $IBIT and a full exit from $INTU. The portfolio is most concentrated in Other (94.0% of disclosed assets). All figures are sourced directly from Dynasty Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1727599.
AI Fund Analysis
StableISHARES TR
6.8% weight
Held 9 quarters
BLACKROCK ETF TRUST
5.6% weight
Held 6 quarters
TCW ETF TRUST
5.6% weight
Held 9 quarters
BLACKROCK ETF TRUST II
5.4% weight
Held 6 quarters
J P MORGAN EXCHANGE TRADED
5.1% weight
Held 5 quarters
$GOOG5 quarters accumulating
$CVE5 quarters accumulating
$AMD5 quarters accumulating
ISHARES TR
4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$779.6M1,193,426 shBLACKROCK ETF TRUST
—Quality
$647.5M19,651,117 shBLACKROCK ETF TRUST
—Quality
$643.6M11,061,727 shTCW ETF TRUST
—Quality
$642.4M6,570,313 shBLACKROCK ETF TRUST II
—Quality
$624.5M12,025,663 shJ P MORGAN EXCHANGE TRADED F
—Quality
$588.2M8,197,776 shISHARES TR
—Quality
$537.5M5,936,800 shFIDELITY MERRIMACK STR TR
—Quality
$465.8M10,210,549 shSPDR SERIES TRUST
—Quality
$373.7M3,816,675 shAB ACTIVE ETFS INC
—Quality
$361.9M8,258,081 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $779.6M | 1,193,426 |
| BLACKROCK ETF TRUST | — | $647.5M | 19,651,117 |
| BLACKROCK ETF TRUST | — | $643.6M | 11,061,727 |
| TCW ETF TRUST | — | $642.4M | 6,570,313 |
| BLACKROCK ETF TRUST II | — | $624.5M | 12,025,663 |
| J P MORGAN EXCHANGE TRADED F | — | $588.2M | 8,197,776 |
| ISHARES TR | — | $537.5M | 5,936,800 |
| FIDELITY MERRIMACK STR TR | — | $465.8M | 10,210,549 |
| SPDR SERIES TRUST | — | $373.7M | 3,816,675 |
| AB ACTIVE ETFS INC | — | $361.9M | 8,258,081 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dynasty Wealth Management, LLC's 333 positions.
Showing top 10 of 333 holdings.
Sector Allocation
Other
$10.8B
Financials
$334.0M
Technology
$166.3M
Industrials
$40.1M
Consumer Discretionary
$32.1M
Healthcare
$31.8M
Energy
$24.3M
Consumer Staples
$22.9M
Full Holdings — Dynasty Wealth Management, LLC (Q1 2026)
All 333 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $779.6M | 6.8% | +12% | — |
| 2 | — | BLACKROCK ETF TRUST | $647.5M | 5.7% | +65% | — |
| 3 | — | BLACKROCK ETF TRUST | $643.6M | 5.6% | +16% | — |
| 4 | — | TCW ETF TRUST | $642.4M | 5.6% | +24% | — |
| 5 | — | BLACKROCK ETF TRUST II | $624.5M | 5.4% | +34% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $588.2M | 5.1% | +72% | — |
| 7 | — | ISHARES TR | $537.5M | 4.7% | +15% | — |
| 8 | — | FIDELITY MERRIMACK STR TR | $465.8M | 4.1% | +18% | — |
| 9 | — | SPDR SERIES TRUST | $373.7M | 3.3% | -1% | — |
| 10 | — | AB ACTIVE ETFS INC | $361.9M | 3.2% | +4615% | — |
| 11 | — | FIDELITY COVINGTON TRUST | $360.2M | 3.1% | -3% | — |
| 12 | — | ISHARES TR | $311.9M | 2.7% | +345% | — |
| 13 | — | ABACUS FCF ETF TR | $298.8M | 2.6% | -49% | — |
| 14 | — | ISHARES TR | $272.0M | 2.4% | -6% | — |
| 15 | — | ISHARES TR | $261.9M | 2.3% | +299% | — |
| 16 | — | SPDR SERIES TRUST | $224.7M | 2.0% | +10% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $209.1M | 1.8% | +19% | — |
| 18 | — | BLACKROCK ETF TRUST II | $202.1M | 1.8% | +242% | — |
| 19 | — | ISHARES TR | $184.8M | 1.6% | +49% | — |
| 20 | — | ISHARES INC | $181.1M | 1.6% | -61% | — |
| 21 | — | ISHARES TR | $180.5M | 1.6% | +310% | — |
| 22 | — | ISHARES TR | $167.1M | 1.5% | +21% | — |
| 23 | — | ISHARES TR | $151.9M | 1.3% | +1317% | — |
| 24 | — | ISHARES TR | $149.1M | 1.3% | +1580% | — |
| 25 | — | ISHARES TR | $147.6M | 1.3% | -2% | — |
| 26 | — | ISHARES TR | $140.7M | 1.2% | +66% | — |
| 27 | — | ISHARES TR | $128.7M | 1.1% | -7% | — |
| 28 |  $GLD | SPDR GOLD TRUST | $123.7M | 1.1% | +5% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F | $110.3M | 1.0% | -10% | — |
| 30 | — | ISHARES TR | $99.3M | 0.9% | +401% | — |
| 31 | — | ISHARES INC | $96.0M | 0.8% | +21% | — |
| 32 | — | FIDELITY COVINGTON TRUST | $95.3M | 0.8% | +121% | — |
| 33 | — | ISHARES TR | $89.9M | 0.8% | NEW | — |
| 34 |  $IAU | ISHARES GOLD TRUST | $89.2M | 0.8% | -15% | — |
| 35 | — | BLACKROCK ETF TRUST II | $78.7M | 0.7% | +89% | — |
| 36 | — | ABACUS FCF ETF TR | $73.9M | 0.6% | +732% | — |
| 37 | — | SELECT SECTOR SPDR TR | $69.4M | 0.6% | -19% | — |
| 38 | — | FIDELITY COVINGTON TRUST | $68.8M | 0.6% | +2% | — |
| 39 | — | ISHARES TR | $68.5M | 0.6% | +41% | — |
| 40 | — | ISHARES TR | $67.2M | 0.6% | -41% | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $66.0M | 0.6% | -1% | — |
| 42 | — | ISHARES TR | $64.0M | 0.6% | -64% | — |
| 43 | — | ISHARES TR | $55.9M | 0.5% | +18% | — |
| 44 | — | ISHARES TR | $53.5M | 0.5% | +4% | — |
| 45 | — | ISHARES TR | $40.9M | 0.4% | +8% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $39.9M | 0.3% | +97% | — |
| 47 | — | J P MORGAN EXCHANGE TRADED F | $36.4M | 0.3% | +43% | — |
| 48 | — | ISHARES TR | $34.5M | 0.3% | +14% | — |
| 49 |  $IVZ | Invesco Ltd. | $34.0M | 0.3% | -37% | — |
| 50 | — | PIMCO ETF TR | $30.9M | 0.3% | -6% | — |
| 51 | — | ISHARES TR | $29.4M | 0.3% | -9% | — |
| 52 |  $NVDA | NVIDIA CORP | $28.5M | 0.3% | +5% | 90.2 |
| 53 | $IVZ | Invesco Ltd. | $23.4M | 0.2% | -25% | — |
| 54 |  $AAPL | Apple Inc. | $22.0M | 0.2% | -1% | 76.1 |
| 55 | — | ISHARES TR | $19.7M | 0.2% | -76% | — |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $18.8M | 0.2% | +58% | — |
| 57 | $GOOG | Alphabet Inc. | $16.4M | 0.1% | -0% | 80.2 |
| 58 | — | ISHARES TR | $15.3M | 0.1% | +61% | — |
| 59 |  $MSFT | MICROSOFT CORP | $15.1M | 0.1% | -13% | 83.7 |
| 60 | — | SPDR SERIES TRUST | $13.0M | 0.1% | +42% | — |
| 61 |  $AMZN | AMAZON COM INC | $12.8M | 0.1% | -4% | 74.6 |
| 62 | — | ISHARES TR | $11.9M | 0.1% | -75% | — |
| 63 | — | VANGUARD TAX-MANAGED FDS | $11.7M | 0.1% | -20% | — |
| 64 | — | ISHARES U S ETF TR | $11.2M | 0.1% | +23% | — |
| 65 |  $AVGO | Broadcom Inc. | $9.5M | 0.1% | +0% | 86.4 |
| 66 |  $GOOGL | Alphabet Inc. | $8.8M | 0.1% | +7% | 80.2 |
| 67 |  $JPM | JPMORGAN CHASE & CO | $8.7M | 0.1% | -5% | 35.6 |
| 68 | — | MATTHEWS ASIA FDS | $8.0M | 0.1% | +4% | — |
| 69 | — | GLOBAL X FDS | $7.9M | 0.1% | +7% | — |
| 70 | — | ISHARES TR | $7.7M | 0.1% | +18% | — |
| 71 |  $KGC | KINROSS GOLD CORP | $6.9M | 0.1% | -4% | — |
| 72 | — | BLACKROCK ETF TRUST II | $6.7M | 0.1% | +10% | — |
| 73 |  $META | Meta Platforms, Inc. | $6.7M | 0.1% | +2% | 80.9 |
| 74 | — | ABACUS FCF ETF TR | $6.6M | 0.1% | -21% | — |
| 75 |  $TSLA | Tesla, Inc. | $6.5M | 0.1% | -0% | 50.1 |
| 76 |  $MU | MICRON TECHNOLOGY INC | $5.7M | 0.1% | -1% | 88.4 |
| 77 |  $NEM | NEWMONT Corp /DE/ | $5.5M | 0.1% | -0% | 88.3 |
| 78 |  $IBIT | iShares Bitcoin Trust ETF | $5.2M | 0.1% | NEW | — |
| 79 |  $ABBV | AbbVie Inc. | $4.6M | 0.0% | -4% | 59.3 |
| 80 |  $MA | Mastercard Inc | $4.6M | 0.0% | -7% | 81.7 |
| 81 |  $AZN | ASTRAZENECA PLC | $4.5M | 0.0% | -5% | — |
| 82 |  $USFD | US Foods Holding Corp. | $4.3M | 0.0% | -3% | 60.6 |
| 83 | — | AB ACTIVE ETFS INC | $4.3M | 0.0% | -3% | — |
| 84 |  $PM | Philip Morris International Inc. | $4.2M | 0.0% | +6% | 80.5 |
| 85 | — | ISHARES TR | $4.2M | 0.0% | -63% | — |
| 86 |  $COR | Cencora, Inc. | $4.2M | 0.0% | -3% | 59.6 |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $4.1M | 0.0% | +1% | 74.8 |
| 88 |  $ASML | ASML HOLDING NV | $4.1M | 0.0% | +10% | — |
| 89 |  $MCK | MCKESSON CORP | $4.0M | 0.0% | -2% | 63.7 |
| 90 | — | ISHARES INC | $4.0M | 0.0% | +103% | — |
| 91 |  $MPC | Marathon Petroleum Corp | $4.0M | 0.0% | -9% | 50.7 |
| 92 | — | VANGUARD INDEX FDS | $4.0M | 0.0% | -29% | — |
| 93 |  $V | VISA INC. | $3.9M | 0.0% | -2% | 83.5 |
| 94 |  $CRH | CRH PUBLIC LTD CO | $3.6M | 0.0% | -7% | — |
| 95 |  $UBER | Uber Technologies, Inc | $3.3M | 0.0% | -15% | 79.3 |
| 96 | — | VANGUARD INTL EQUITY INDEX F | $3.3M | 0.0% | +1% | — |
| 97 |  $WFC | WELLS FARGO & COMPANY/MN | $3.1M | 0.0% | -1% | — |
| 98 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 0.0% | -6% | 73.2 |
| 99 |  $ORCL | ORACLE CORP | $3.0M | 0.0% | -13% | 67.2 |
| 100 | $CVE | CENOVUS ENERGY INC. | $2.9M | 0.0% | +2% | — |
| 101 |  $GD | GENERAL DYNAMICS CORP | $2.9M | 0.0% | -2% | 73 |
| 102 |  $MS | MORGAN STANLEY | $2.9M | 0.0% | -0% | — |
| 103 |  $FLEX | FLEX LTD. | $2.9M | 0.0% | -2% | — |
| 104 |  $LLY | ELI LILLY & Co | $2.8M | 0.0% | -3% | 89.3 |
| 105 |  $URI | UNITED RENTALS, INC. | $2.7M | 0.0% | +27% | 70.7 |
| 106 |  $FE | FIRSTENERGY CORP | $2.7M | 0.0% | -2% | 61.6 |
| 107 |  $SHEL | Shell plc | $2.6M | 0.0% | -4% | — |
| 108 |  $KLAC | KLA CORP | $2.6M | 0.0% | -1% | 84.4 |
| 109 |  $HON | HONEYWELL INTERNATIONAL INC | $2.6M | 0.0% | +1% | 65.7 |
| 110 |  $DELL | Dell Technologies Inc. | $2.5M | 0.0% | -6% | 76 |
| 111 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.5M | 0.0% | +0% | 66.5 |
| 112 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.0% | -2% | — |
| 113 |  $LPLA | LPL Financial Holdings Inc. | $2.5M | 0.0% | -15% | 61.8 |
| 114 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2.4M | 0.0% | -11% | 69.4 |
| 115 |  $PLTR | Palantir Technologies Inc. | $2.4M | 0.0% | +6% | 85.8 |
| 116 |  $FANG | Diamondback Energy, Inc. | $2.4M | 0.0% | +27% | 81.4 |
| 117 |  $COP | CONOCOPHILLIPS | $2.3M | 0.0% | +4% | 74.8 |
| 118 |  $KO | COCA COLA CO | $2.3M | 0.0% | -3% | 74 |
| 119 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.3M | 0.0% | -8% | 71 |
| 120 |  $NFLX | NETFLIX INC | $2.3M | 0.0% | -9% | 86.7 |
| 121 | — | ISHARES TR | $2.2M | 0.0% | -88% | — |
| 122 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2.2M | 0.0% | -0% | 70.8 |
| 123 |  $AZO | AUTOZONE INC | $2.2M | 0.0% | -12% | 66.5 |
| 124 |  $PPL | PPL Corp | $2.2M | 0.0% | -6% | 70.3 |
| 125 |  $CNP | CENTERPOINT ENERGY INC | $2.2M | 0.0% | -1% | 55.9 |
| 126 |  $KEYS | Keysight Technologies, Inc. | $2.1M | 0.0% | +13% | 72.3 |
| 127 | $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.0% | +2% | 78.8 |
| 128 |  $FDX | FEDEX CORP | $2.0M | 0.0% | +21% | 60.3 |
| 129 |  $DGX | QUEST DIAGNOSTICS INC | $2.0M | 0.0% | -1% | 69.1 |
| 130 |  $TTE | TotalEnergies SE | $2.0M | 0.0% | -19% | — |
| 131 |  $SAN | Banco Santander, S.A. | $1.9M | 0.0% | -5% | — |
| 132 |  $ETR | ENTERGY CORP /DE/ | $1.9M | 0.0% | +2% | 65.1 |
| 133 |  $SCHW | SCHWAB CHARLES CORP | $1.9M | 0.0% | -2% | 77.2 |
| 134 |  $NVS | NOVARTIS AG | $1.9M | 0.0% | -1% | — |
| 135 | — | ISHARES TR | $1.8M | 0.0% | -54% | — |
| 136 |  $HSBC | HSBC HOLDINGS PLC | $1.8M | 0.0% | -6% | — |
| 137 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $1.8M | 0.0% | +6% | — |
| 138 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $1.8M | 0.0% | +0% | 59.8 |
| 139 |  $NSC | NORFOLK SOUTHERN CORP | $1.7M | 0.0% | -16% | 70.8 |
| 140 |  $SHOP | SHOPIFY INC. | $1.6M | 0.0% | -15% | — |
| 141 |  $J | JACOBS SOLUTIONS INC. | $1.6M | 0.0% | +6% | 47.7 |
| 142 |  $BUD | Anheuser-Busch InBev SA/NV | $1.6M | 0.0% | -8% | — |
| 143 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $1.6M | 0.0% | +65% | 68.1 |
| 144 |  $SLB | SLB LIMITED/NV | $1.5M | 0.0% | +3% | 63.2 |
| 145 | — | ISHARES TR | $1.5M | 0.0% | -98% | — |
| 146 |  $APH | AMPHENOL CORP /DE/ | $1.5M | 0.0% | -0% | 80.5 |
| 147 |  $SYK | STRYKER CORP | $1.5M | 0.0% | -13% | 69.8 |
| 148 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $1.4M | 0.0% | -3% | — |
| 149 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.0% | -53% | 67 |
| 150 |  $E | ENI SPA | $1.4M | 0.0% | -5% | — |
| 151 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.0% | -34% | — |
| 152 |  $HD | HOME DEPOT, INC. | $1.4M | 0.0% | -19% | 69.2 |
| 153 |  $TMUS | T-Mobile US, Inc. | $1.4M | 0.0% | +2% | 72.7 |
| 154 |  $NXPI | NXP Semiconductors N.V. | $1.3M | 0.0% | +8% | — |
| 155 |  $TRMB | TRIMBLE INC. | $1.3M | 0.0% | +112% | 52.1 |
| 156 |  $CASY | CASEYS GENERAL STORES INC | $1.3M | 0.0% | -2% | 59.9 |
| 157 |  $AON | Aon plc | $1.3M | 0.0% | +4% | — |
| 158 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.0% | -95% | — |
| 159 |  $BTI | British American Tobacco p.l.c. | $1.3M | 0.0% | -2% | — |
| 160 |  $MSCI | MSCI Inc. | $1.3M | 0.0% | +1% | 77.6 |
| 161 |  $WM | WASTE MANAGEMENT INC | $1.3M | 0.0% | +2% | 70.7 |
| 162 |  $MRK | Merck & Co., Inc. | $1.3M | 0.0% | -14% | 70.9 |
| 163 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.0% | +26% | 73.8 |
| 164 |  $UAL | United Airlines Holdings, Inc. | $1.2M | 0.0% | +1% | 61.3 |
| 165 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.0% | +3% | 82.4 |
| 166 |  $HUBB | HUBBELL INC | $1.2M | 0.0% | +19% | 68.7 |
| 167 |  $LYG | Lloyds Banking Group plc | $1.2M | 0.0% | -8% | — |
| 168 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.0% | +186% | 77.3 |
| 169 |  $VRT | Vertiv Holdings Co | $1.2M | 0.0% | -7% | 82.7 |
| 170 |  $CPAY | CORPAY, INC. | $1.2M | 0.0% | +16% | 67.1 |
| 171 |  $BP | BP PLC | $1.2M | 0.0% | -5% | — |
| 172 |  $LDOS | Leidos Holdings, Inc. | $1.2M | 0.0% | -2% | 73.4 |
| 173 |  $BKNG | Booking Holdings Inc. | $1.1M | 0.0% | +1426% | 55.3 |
| 174 |  $APP | AppLovin Corp | $1.1M | 0.0% | +14% | 86.8 |
| 175 | — | ISHARES TR | $1.1M | 0.0% | -87% | — |
| 176 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.0% | -2% | 72.8 |
| 177 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.1M | 0.0% | -3% | — |
| 178 |  $ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.0% | +329% | 81.4 |
| 179 |  $IONS | IONIS PHARMACEUTICALS INC | $1.1M | 0.0% | +1% | 37.1 |
| 180 |  $SYY | SYSCO CORP | $1.0M | 0.0% | -0% | 58.4 |
| 181 |  $AN | AUTONATION, INC. | $1.0M | 0.0% | -23% | 51 |
| 182 |  $BHP | BHP Group Ltd | $1.0M | 0.0% | -1% | — |
| 183 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.0M | 0.0% | -4% | — |
| 184 |  $HSY | HERSHEY CO | $1.0M | 0.0% | -3% | 59.4 |
| 185 |  $NOW | ServiceNow, Inc. | $949,314 | 0.0% | -3% | 76 |
| 186 | — | ISHARES TR | $901,198 | 0.0% | -92% | — |
| 187 |  $ALLE | Allegion plc | $895,563 | 0.0% | -2% | — |
| 188 |  $ROST | ROSS STORES, INC. | $895,469 | 0.0% | -2% | 71.5 |
| 189 |  $ANET | Arista Networks, Inc. | $878,123 | 0.0% | -1% | 86 |
| 190 |  $CMI | CUMMINS INC | $857,404 | 0.0% | +15% | 58.9 |
| 191 |  $ALL | ALLSTATE CORP | $842,448 | 0.0% | -59% | 76.6 |
| 192 | — | ISHARES TR | $823,736 | 0.0% | -97% | — |
| 193 |  $MDT | Medtronic plc | $818,956 | 0.0% | -28% | — |
| 194 |  $ING | ING GROEP NV | $809,839 | 0.0% | -2% | — |
| 195 |  $IX | ORIX CORP | $804,249 | 0.0% | +0% | — |
| 196 | — | J P MORGAN EXCHANGE TRADED F | $799,099 | 0.0% | -97% | — |
| 197 |  $NET | Cloudflare, Inc. | $785,124 | 0.0% | +20% | 52.6 |
| 198 |  $TS | TENARIS SA | $769,835 | 0.0% | -11% | — |
| 199 |  $GILD | GILEAD SCIENCES, INC. | $764,923 | 0.0% | +28% | 77.8 |
| 200 |  $MT | ArcelorMittal | $732,803 | 0.0% | -4% | — |
| 201 |  $VST | Vistra Corp. | $721,728 | 0.0% | +94% | 62.9 |
| 202 |  $MSTR | Strategy Inc | $721,718 | 0.0% | NEW | 25.4 |
| 203 |  $GEV | GE Vernova Inc. | $708,008 | 0.0% | +50% | 70.1 |
| 204 |  $GSK | GSK plc | $707,251 | 0.0% | -2% | — |
| 205 | — | ISHARES TR | $706,293 | 0.0% | -22% | — |
| 206 |  $WDS | WOODSIDE ENERGY GROUP LTD | $705,366 | 0.0% | +1% | — |
| 207 |  $DIS | Walt Disney Co | $693,135 | 0.0% | -17% | 68.9 |
| 208 |  $EXPE | Expedia Group, Inc. | $683,739 | 0.0% | -5% | 65.7 |
| 209 |  $HLN | Haleon plc | $674,440 | 0.0% | -19% | — |
| 210 |  $BCS | BARCLAYS PLC | $667,182 | 0.0% | -1% | — |
| 211 |  $MCD | MCDONALDS CORP | $658,454 | 0.0% | -14% | 73.9 |
| 212 |  $RS | RELIANCE, INC. | $650,290 | 0.0% | +25% | 55.4 |
| 213 | — | BLACKROCK ETF TRUST | $642,376 | 0.0% | -100% | — |
| 214 |  $GE | GENERAL ELECTRIC CO | $638,028 | 0.0% | +4% | 74.8 |
| 215 |  $PFGC | Performance Food Group Co | $628,402 | 0.0% | +1% | 53.1 |
| 216 |  $ABNB | Airbnb, Inc. | $626,854 | 0.0% | +8% | 70.1 |
| 217 |  $EQNR | EQUINOR ASA | $623,016 | 0.0% | +3% | — |
| 218 |  $XYZ | Block, Inc. | $621,780 | 0.0% | NEW | 60.3 |
| 219 |  $AMGN | AMGEN INC | $616,554 | 0.0% | +4% | 79.5 |
| 220 |  $DXCM | DEXCOM INC | $614,812 | 0.0% | NEW | 77.9 |
| 221 | — | BLACKROCK ETF TRUST | $605,262 | 0.0% | -100% | — |
| 222 |  $APTV | Aptiv PLC | $602,809 | 0.0% | +26% | — |
| 223 |  $SN | SharkNinja, Inc. | $599,394 | 0.0% | -14% | — |
| 224 |  $AJG | Arthur J. Gallagher & Co. | $597,303 | 0.0% | +15% | 72.1 |
| 225 | — | SELECT SECTOR SPDR TR | $592,070 | 0.0% | -55% | — |
| 226 |  $COKE | Coca-Cola Consolidated, Inc. | $576,754 | 0.0% | -10% | 65.1 |
| 227 |  $FIX | COMFORT SYSTEMS USA INC | $558,170 | 0.0% | -4% | 79.5 |
| 228 |  $NRG | NRG ENERGY, INC. | $547,500 | 0.0% | +76% | 59.5 |
| 229 |  $KKR | KKR & Co. Inc. | $539,466 | 0.0% | +163% | 49.8 |
| 230 |  $MCHP | MICROCHIP TECHNOLOGY INC | $537,454 | 0.0% | +30% | 40 |
| 231 |  $APLS | Apellis Pharmaceuticals, Inc. | $535,904 | 0.0% | +44% | 63.9 |
| 232 |  $EMR | EMERSON ELECTRIC CO | $530,764 | 0.0% | -33% | 65.9 |
| 233 |  $NEE | NEXTERA ENERGY INC | $524,786 | 0.0% | -40% | 71.7 |
| 234 |  $ARGX | ARGENX SE | $488,537 | 0.0% | -1% | — |
| 235 | — | ISHARES TR | $487,322 | 0.0% | -92% | — |
| 236 |  $LYV | Live Nation Entertainment, Inc. | $482,847 | 0.0% | +17% | 55 |
| 237 |  $BURL | Burlington Stores, Inc. | $479,936 | 0.0% | +20% | 59.4 |
| 238 |  $COST | COSTCO WHOLESALE CORP /NEW | $478,526 | 0.0% | +27% | 67 |
| 239 |  $COIN | Coinbase Global, Inc. | $476,860 | 0.0% | +117% | 68 |
| 240 |  $TM | TOYOTA MOTOR CORP/ | $474,602 | 0.0% | +4% | — |
| 241 |  $ACN | Accenture plc | $474,034 | 0.0% | -26% | — |
| 242 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $468,420 | 0.0% | +4% | 76.6 |
| 243 |  $CRWD | CrowdStrike Holdings, Inc. | $467,321 | 0.0% | -20% | 55 |
| 244 |  $FUTU | Futu Holdings Ltd | $459,514 | 0.0% | -0% | — |
| 245 |  $ONON | On Holding AG | $451,854 | 0.0% | NEW | — |
| 246 |  $ADBE | ADOBE INC. | $443,864 | 0.0% | -43% | 80.4 |
| 247 |  $XPO | XPO, Inc. | $442,407 | 0.0% | NEW | 55.3 |
| 248 |  $CL | COLGATE PALMOLIVE CO | $440,541 | 0.0% | -24% | 72.4 |
| 249 |  $HLI | HOULIHAN LOKEY, INC. | $435,358 | 0.0% | -2% | 67.3 |
| 250 |  $CAVA | CAVA GROUP, INC. | $434,271 | 0.0% | NEW | 62.7 |
| 251 |  $IQV | IQVIA HOLDINGS INC. | $427,714 | 0.0% | +50% | 59.7 |
| 252 |  $TXG | 10x Genomics, Inc. | $422,880 | 0.0% | -21% | 44.1 |
| 253 |  $APO | Apollo Global Management, Inc. | $419,317 | 0.0% | -28% | 55.7 |
| 254 |  $UNH | UNITEDHEALTH GROUP INC | $416,993 | 0.0% | +16% | 66.8 |
| 255 |  $NU | Nu Holdings Ltd. | $411,039 | 0.0% | +0% | — |
| 256 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $408,294 | 0.0% | +79% | 60.9 |
| 257 |  $PWR | QUANTA SERVICES, INC. | $399,323 | 0.0% | +23% | 62.6 |
| 258 |  $SHW | SHERWIN WILLIAMS CO | $397,976 | 0.0% | -43% | 65.3 |
| 259 |  $RIO | RIO TINTO PLC | $396,016 | 0.0% | -3% | — |
| 260 |  $STLD | STEEL DYNAMICS INC | $385,965 | 0.0% | NEW | 56 |
| 261 |  $U | Unity Software Inc. | $383,445 | 0.0% | NEW | 35.1 |
| 262 |  $DDOG | Datadog, Inc. | $383,426 | 0.0% | +72% | 62.9 |
| 263 |  $QCOM | QUALCOMM INC/DE | $382,644 | 0.0% | -25% | 81.9 |
| 264 |  $TPL | Texas Pacific Land Corp | $380,597 | 0.0% | NEW | 79.1 |
| 265 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $380,480 | 0.0% | NEW | — |
| 266 |  $BROS | Dutch Bros Inc. | $367,893 | 0.0% | NEW | 65.9 |
| 267 |  $GRFS | Grifols SA | $366,199 | 0.0% | -2% | — |
| 268 |  $UL | UNILEVER PLC | $364,209 | 0.0% | -26% | — |
| 269 |  $NGG | NATIONAL GRID PLC | $363,952 | 0.0% | +6% | — |
| 270 |  $TRGP | Targa Resources Corp. | $359,933 | 0.0% | +9% | 70 |
| 271 |  $WMT | Walmart Inc. | $357,996 | 0.0% | +8% | 63.2 |
| 272 |  $MMM | 3M CO | $355,877 | 0.0% | -13% | 60.7 |
| 273 |  $TTD | Trade Desk, Inc. | $355,530 | 0.0% | NEW | 72.2 |
| 274 |  $RBLX | Roblox Corp | $347,957 | 0.0% | -46% | 53.7 |
| 275 | — | BLACKROCK ETF TRUST II | $347,398 | 0.0% | -100% | — |
| 276 |  $MKSI | MKS INC | $346,973 | 0.0% | -38% | 59.8 |
| 277 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $345,193 | 0.0% | -3% | — |
| 278 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $342,554 | 0.0% | -8% | — |
| 279 |  $RBRK | Rubrik, Inc. | $336,473 | 0.0% | NEW | 49.5 |
| 280 | — | VANGUARD INDEX FDS | $333,077 | 0.0% | -9% | — |
| 281 | — | PURE STORAGE INC | $329,502 | 0.0% | +86% | — |
| 282 |  $NICE | NICE Ltd. | $323,944 | 0.0% | NEW | — |
| 283 |  $AU | AngloGold Ashanti PLC | $323,138 | 0.0% | +14% | — |
| 284 |  $NWG | NatWest Group plc | $315,374 | 0.0% | -5% | — |
| 285 |  $THC | TENET HEALTHCARE CORP | $313,259 | 0.0% | -18% | 66.6 |
| 286 | — | ISHARES TR | $308,064 | 0.0% | +18% | — |
| 287 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $306,704 | 0.0% | NEW | — |
| 288 |  $SNOW | Snowflake Inc. | $304,506 | 0.0% | +61% | 49.6 |
| 289 |  $NMR | NOMURA HOLDINGS INC | $303,841 | 0.0% | +1% | — |
| 290 |  $SRPT | Sarepta Therapeutics, Inc. | $300,397 | 0.0% | +12% | 41.6 |
| 291 |  $PHG | KONINKLIJKE PHILIPS NV | $298,520 | 0.0% | -9% | — |
| 292 |  $MNST | Monster Beverage Corp | $296,796 | 0.0% | +17% | 77 |
| 293 |  $PUK | PRUDENTIAL PLC | $294,933 | 0.0% | +2% | — |
| 294 |  $RTX | RTX Corp | $291,487 | 0.0% | +9% | 70 |
| 295 |  $BRK.B | BERKSHIRE HATHAWAY INC | $291,354 | 0.0% | +33% | 64.5 |
| 296 | — | FIDELITY COVINGTON TRUST | $286,926 | 0.0% | -100% | — |
| 297 |  $FAST | FASTENAL CO | $284,038 | 0.0% | NEW | 73.5 |
| 298 |  $BLD | QXO Insulation, LLC | $283,499 | 0.0% | +32% | 62 |
| 299 |  $UNP | UNION PACIFIC CORP | $281,783 | 0.0% | NEW | 74 |
| 300 |  $BX | Blackstone Inc. | $273,652 | 0.0% | -22% | 68 |
| 301 |  $FCX | FREEPORT-MCMORAN INC | $269,518 | 0.0% | NEW | 73.1 |
| 302 |  $CVNA | CARVANA CO. | $269,424 | 0.0% | +563% | 69.2 |
| 303 |  $TWLO | TWILIO INC | $263,845 | 0.0% | +44% | 59.5 |
| 304 |  $XOM | EXXON MOBIL CORP | $255,403 | 0.0% | NEW | 61.8 |
| 305 |  $PANW | Palo Alto Networks Inc | $253,466 | 0.0% | -47% | 66.5 |
| 306 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $253,044 | 0.0% | NEW | — |
| 307 | — | ISHARES TR | $250,637 | 0.0% | -14% | — |
| 308 |  $CAT | CATERPILLAR INC | $249,782 | 0.0% | NEW | 67.8 |
| 309 |  $SOFI | SoFi Technologies, Inc. | $247,331 | 0.0% | +10% | 53.8 |
| 310 |  $IT | GARTNER INC | $242,894 | 0.0% | +5% | 65.2 |
| 311 | — | ISHARES INC | $242,627 | 0.0% | -100% | — |
| 312 |  $RDDT | Reddit, Inc. | $240,754 | 0.0% | NEW | 79.3 |
| 313 |  $INSM | INSMED Inc | $232,525 | 0.0% | NEW | 29.4 |
| 314 |  $ROP | ROPER TECHNOLOGIES INC | $230,260 | 0.0% | NEW | 72.2 |
| 315 |  $LITE | Lumentum Holdings Inc. | $228,397 | 0.0% | NEW | 63.4 |
| 316 |  $TOST | Toast, Inc. | $223,294 | 0.0% | NEW | 69.5 |
| 317 |  $BA | BOEING CO | $222,516 | 0.0% | NEW | 51.8 |
| 318 |  $DOCS | Doximity, Inc. | $221,443 | 0.0% | NEW | 77.5 |
| 319 |  $LMT | LOCKHEED MARTIN CORP | $220,428 | 0.0% | NEW | 65 |
| 320 |  $PEP | PEPSICO INC | $215,874 | 0.0% | -6% | 62.7 |
| 321 |  $SONY | Sony Group Corp | $211,593 | 0.0% | -79% | — |
| 322 |  $STM | STMicroelectronics N.V. | $207,989 | 0.0% | NEW | — |
| 323 | — | VALUED ADVISERS TR | $204,080 | 0.0% | NEW | — |
| 324 |  $RMD | RESMED INC | $203,612 | 0.0% | NEW | 79.8 |
| 325 |  $CRM | Salesforce, Inc. | $203,580 | 0.0% | NEW | 75.2 |
| 326 |  $ALAB | Astera Labs, Inc. | $203,527 | 0.0% | NEW | 77.7 |
| 327 |  $SNN | SMITH & NEPHEW PLC | $201,331 | 0.0% | -0% | — |
| 328 |  $MFG | MIZUHO FINANCIAL GROUP INC | $201,271 | 0.0% | -0% | — |
| 329 |  $RKLB | Rocket Lab Corp | $200,816 | 0.0% | NEW | 37.2 |
| 330 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $195,067 | 0.0% | NEW | — |
| 331 |  $LYFT | Lyft, Inc. | $173,951 | 0.0% | NEW | 63.1 |
| 332 |  $AEG | AEGON LTD. | $151,343 | 0.0% | +47% | — |
| 333 |  $UWMC | UWM Holdings Corp | $81,300 | 0.0% | -18% | 49.4 |
New Positions (38)
$IBIT iShares Bitcoin Trust ETF$5.2M$MSTR Strategy Inc$721,718$XYZ Block, Inc.$621,780$DXCM DEXCOM INC$614,812$ONON On Holding AG$451,854$XPO XPO, Inc.$442,407$CAVA CAVA GROUP, INC.$434,271$STLD STEEL DYNAMICS INC$385,965$U Unity Software Inc.$383,445$TPL Texas Pacific Land Corp$380,597$RCL ROYAL CARIBBEAN CRUISES LTD$380,480$BROS Dutch Bros Inc.$367,893$TTD Trade Desk, Inc.$355,530$RBRK Rubrik, Inc.$336,473$NICE NICE Ltd.$323,944Exited Positions (44)
$INTU INTUIT INC.
$ADP AUTOMATIC DATA PROCESSING INC
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$CB Chubb Ltd
$EFX EQUIFAX INC
$SAP SAP SE FIRST TR EXCH TRADED FD III
$PAYC Paycom Software, Inc.
$HMC HONDA MOTOR CO LTD
$WDAY Workday, Inc.
$HIG HARTFORD INSURANCE GROUP, INC.
$ORLY O REILLY AUTOMOTIVE INC
$SE Sea Ltd
$NVO NOVO NORDISK A S
$EQT EQT CorpBrowse Top Institutional Investors
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