Dynasty Wealth Management, LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,182,641
- Description
- St. Petersburg Florida based relationship driven wealth allocation platform with an independent advisory structure and a high accountability and controls oriented investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through investment committee cadence and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 336 | 10,182,641 | 13F-HR | Dynasty Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 303 | 7,490,787 | 13F-HR | Dynasty Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 228 | 5,868,927 | 13F-HR | Dynasty Wealth Management, LLC |
| Q1 2025 | 5/2/2025 | 248 | 6,001,971 | 13F-HR | Dynasty Wealth Management, LLC |
| Q4 2024 | 2/5/2025 | 247 | 5,796,979 | 13F-HR | Dynasty Wealth Management, LLC |
| Q3 2024 | 11/12/2024 | 224 | 3,309,694 | 13F-HR | Dynasty Wealth Management, LLC |
| Q2 2024 | 8/12/2024 | 238 | 3,391,963 | 13F-HR | Dynasty Wealth Management, LLC |
| Q1 2024 | 5/16/2024 | 251 | 3,135,766 | 13F-HR | Dynasty Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.069 M | 49.8% | 738.3 K | 0 | 738.3 K |
| ETFs | 5.047 M | 49.6% | 1.913 M | 0 | 1.913 M |
| Debt | 26.17 K | 0.3% | 15.98 K | 0 | 15.98 K |
| Other | 40.71 K | 0.4% | 24.74 K | 0 | 24.74 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
10,182,641
Holdings
336
QoQ value change ($000)
2,691,854
(35.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.