Dynasty Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 339 equity securities.
The filing lists N. Andrew Butte, Chief Compliance Officer, as the authorized representative for the firm, which is based in St. Petersburg, Florida. The report details a portfolio consisting of individual stocks and exchange-traded funds (ETFs).
The largest positions in the portfolio include shares of BlackRock ETF Trust iShares Core S&P 500 ETF, with 1,252,219,050 shares, and BlackRock ETF Trust iShares Core MSCI Total International Stock ETF, with 19,402,114 shares. Other significant holdings include shares of Apple Inc., Amazon.com Inc., and Microsoft Corporation.
The portfolio also includes a mix of ETFs tracking various asset classes, such as iShares Bitcoin Trust ETF Shares, iShares Gold Trust, and iShares 10-20 Year Treasury Bond ETF.
The filing provides a comprehensive list of all 339 positions held by Dynasty Wealth Management as of the report date.
