Holdings of Dynasty Wealth Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 295 in 13 countries
- Top ten
- 54.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 19.7 %
- Technology 1.2 %
- Financials 0.6 %
- Communication 0.4 %
- Industrials 0.4 %
- Health care 0.3 %
- Consumer discretionary 0.3 %
- Consumer staples 0.2 %
- Energy 0.1 %
- Utilities 0.1 %
- Materials 0.1 %
- Unattributed 76.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 99.7 %
- United Kingdom 0.1 %
- Netherlands 0.1 %
- Spain 0.0 %
- Japan 0.0 %
- Australia 0.0 %
- Belgium 0.0 %
- Luxembourg 0.0 %
- Italy 0.0 %
- Hong Kong SAR China 0.0 %
- Israel 0.0 %
- Taiwan 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 260 | 9.8B $ | 99.71 % |
| 2 | United Kingdom | 12 | 9.8M $ | 0.10 % |
| 3 | Netherlands | 5 | 5.9M $ | 0.06 % |
| 4 | Spain | 3 | 3.4M $ | 0.03 % |
| 5 | Japan | 5 | 2M $ | 0.02 % |
| 6 | Australia | 2 | 1.7M $ | 0.02 % |
| 7 | Belgium | 1 | 1.6M $ | 0.02 % |
| 8 | Luxembourg | 2 | 1.5M $ | 0.02 % |
| 9 | Italy | 1 | 1.4M $ | 0.01 % |
| 10 | Hong Kong SAR China | 1 | 459.5K $ | 0.00 % |
| 11 | Israel | 1 | 323.9K $ | 0.00 % |
| 12 | Taiwan | 1 | 253K $ | 0.00 % |
Cite this page
Titelia. "Holdings of Dynasty Wealth Management, LLC". https://titelia.com/en/funds/US13F1727599