Dynamic Wealth Strategies, LLC has filed a Form 13F-HR report disclosing its equity portfolio as of September 30, 2026. The filing lists 298 distinct equity securities held by the firm during the third quarter of that year.
The portfolio is diversified across various sectors and includes a mix of individual common stocks and exchange-traded funds (ETFs). Major U.S. technology and consumer companies are represented, including positions in Apple Inc., Microsoft Corporation, Amazon.com Inc., and Alphabet Inc. Class A. Other notable individual holdings include Visa Inc. Class A, Broadcom Inc., Eli Lilly & Co., and Procter & Gamble Co.
The filing also details significant allocations to exchange-traded funds, which make up a substantial portion of the reported holdings. These include the Vanguard Total Bond Market ETF, the Invesco S&P 500 Quality ETF, and the iShares Core High Dividend ETF. Additionally, the report lists various sector-specific ETFs, such as the State Street Technology Select Sector SPDR ETF and the Vanguard Real Estate ETF.
Real estate investment trusts (REITs) are also a component of the portfolio, with holdings in Public Storage, Prologis Inc., VICI Properties, and American Tower Corporation. The filing provides specific share counts for each security, reflecting the firm's position in these assets.
