Dynamic Wealth Strategies, LLC
All 13F Filings
- Location
- Granite Bay, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 187,754
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 291 | 187,754 | 13F-HR | Dynamic Wealth Strategies, LLC |
| Q1 2026 | 5/13/2026 | 288 | 172,864 | 13F-HR | Dynamic Wealth Strategies, LLC |
| Q4 2025 | 2/4/2026 | 250 | 167,993 | 13F-HR | Dynamic Wealth Strategies, LLC |
| Q3 2025 | 10/29/2025 | 241 | 149,672 | 13F-HR | Dynamic Wealth Strategies, LLC |
| Q2 2025 | 8/13/2025 | 235 | 138,858 | 13F-HR | Dynamic Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.48 K | 11.4% | 1.043 K | 0 | 1.043 K |
| ETFs | 166.3 K | 88.6% | 13.84 K | 0 | 13.84 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
187,754
Holdings
291
QoQ value change ($000)
14,890
(8.6%)
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.