Position in NVAX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,130
+$154 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 263 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVAX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $44,379 across 10 Biotechnology names. NVAX ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
22 | $10,928 | |
| 2 | GPCR |
Structure Therapeutics Inc.
|
150 | $8,050 | |
| 3 | CYTK |
Cytokinetics Inc
|
68 | $5,792 | |
| 4 | MRVI |
Maravai Lifesciences Holdings, Inc.
|
808 | $5,041 | |
| 5 | PCVX |
Vaxcyte, Inc.
|
86 | $4,999 | |
| 6 | ACAD |
Acadia Pharmaceuticals Inc
|
131 | $3,314 | |
| 7 | MRNA |
Moderna, Inc.
|
40 | $2,801 | |
| 8 | RGNX |
REGENXBIO Inc.
|
191 | $2,288 |
All Filings in NVAX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130 | 120 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $976 | 120 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $806 | 120 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,040 | 120 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $756 | 120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $769 | 120 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $2 | 120 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2 | 120 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1 | 120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $576 | 120 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||