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Portfolio (Quarterly) Guide ↗

Dynamic Wealth Strategies, LLC

· CIK 0001812853
13F Portfolio $188M AUM 291 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 55 New 72 Added 78 Reduced 14 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWG ISHARES MSCI GERMANY ETF 29,452.0 $1.2M 0.65% +1K +3.8% $41.37 +6.9%
22 JPM JPMORGAN CHASE & CO COM Financial Services 2,220.0 $727K 0.39% +693.0 +45.4% $327.33 +8.8%
23 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 15,767.0 $715K 0.38% +5K +52.0% $45.34 -6.9%
24 AVGO BROADCOM INC COM Technology 1,669.0 $630K 0.34% +409.0 +32.5% $377.75 -2.0%
25 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 8,117.0 $546K 0.29% +402.0 +5.2% $67.24 -1.9%
26 FLGB FRANKLIN FTSE UNITED KINGDOM ETF 12,415.0 $438K 0.23% +1K +9.3% $35.29 +5.7%
27 LLY ELI LILLY & CO COM Healthcare 365.0 $438K 0.23% +149.0 +69.0% $1199.43 -3.5%
28 VUG VANGUARD GROWTH ETF 4,848.0 $418K 0.22% +4K +500.0% $86.14 +2.4%
29 LMT LOCKHEED MARTIN CORP COM Industrials 784.0 $399K 0.21% +34.0 +4.5% $509.46 +10.2%
30 KLAC KLA CORP COM NEW Technology 1,205.0 $364K 0.19% +1K +521.1% $301.71 -41.8%
31 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 7,451.0 $361K 0.19% +704.0 +10.4% $48.43 -1.8%
32 JNJ JOHNSON & JOHNSON COM Healthcare 1,348.0 $342K 0.18% +455.0 +51.0% $253.97 +4.7%
33 HD HOME DEPOT INC COM Consumer Cyclical 891.0 $314K 0.17% +231.0 +35.0% $352.68 -7.0%
34 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,600.0 $296K 0.16% +600.0 +60.0% $185.23 -5.5%
35 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 566.0 $284K 0.15% +3.0 +0.5% $501.36 +23.1%
36 TXN TEXAS INSTRS INC COM Technology 883.0 $263K 0.14% +77.0 +9.6% $298.07 -12.5%
37 J JACOBS SOLUTIONS INC COM Industrials 2,072.0 $261K 0.14% +195.0 +10.4% $126.00 +18.3%
38 SCHW SCHWAB CHARLES CORP COM Financial Services 2,682.0 $247K 0.13% +385.0 +16.8% $92.27 +19.0%
39 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,698.0 $224K 0.12% +1K +93.0% $83.07 +2.3%
40 ABBV ABBVIE INC COM Healthcare 796.0 $200K 0.11% +596.0 +298.0% $251.64 +1.9%
Page 2 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 16.6%
Healthcare 12.7%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 7.8%
Consumer Defensive 5.8%
Real Estate 4.8%
Utilities 2.4%
Energy 2.1%