Dynasty Wealth Management, LLC
Top Portfolio Positions
245 positions ·
$717,738,242 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
287,470 | $123,695,466 | 17.23% | |
| IAU |
Ishares Gold Trust
|
1,011,766 | $89,197,290 | 12.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
101,433 | $65,965,937 | 9.19% | |
| NVDA |
Nvidia Corp
Technology
|
163,586 | $28,529,398 | 3.97% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
6,760 | $28,461,761 | 3.97% | |
| AAPL |
Apple Inc.
Technology
|
86,699 | $22,003,339 | 3.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
57,160 | $16,436,929 | 2.29% | |
| MSFT |
Microsoft Corp
Technology
|
40,765 | $15,089,980 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
61,548 | $12,818,601 | 1.79% | |
| AVGO |
Broadcom Inc.
Technology
|
30,844 | $9,546,526 | 1.33% |
Portfolio Trend
9 quarters · across all stocks
Holdings in IX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $804,241 | 26,817 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $781,664 | 26,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $614,917 | 23,542 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||