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Portfolio (Quarterly) Guide ↗

Dynamic Wealth Strategies, LLC

· CIK 0001812853
13F Portfolio $168M AUM 250 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 96 Added 45 Reduced 10 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMT AMERICAN TOWER CORP NEW COM Real Estate 466.0 $82K 0.05% +99.0 +27.0% $175.57 +4.7%
82 VAW VANGUARD MATERIALS ETF 386.0 $80K 0.05% +2.0 +0.5% $207.55 +9.2%
83 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 1,642.0 $74K 0.04% +1K +215.2% $45.35 +10.3%
84 IBB ISHARES BIOTECHNOLOGY ETF 422.0 $71K 0.04% +60.0 +16.6% $168.77 +0.2%
85 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,352.0 $60K 0.04% +1K +389.9% $44.71 +32.3%
86 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 959.0 $52K 0.03% +500.0 +108.9% $53.83 +14.2%
87 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 290.0 $42K 0.03% +145.0 +100.0% $143.97 +24.1%
88 ROK ROCKWELL AUTOMATION INC COM Industrials 103.0 $40K 0.02% +46.0 +80.7% $389.07 +12.1%
89 BBC VIRTUS LIFESCI BIOTECH CLINICAL TRIALS ETF 927.0 $36K 0.02% +125.0 +15.6% $38.56 +12.2%
90 O REALTY INCOME CORP COM Real Estate 501.0 $28K 0.02% +100.0 +24.9% $56.37 +10.4%
91 RYN RAYONIER INC COM Real Estate 987.0 $21K 0.01% +45.0 +4.8% $21.65 -6.6%
92 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 323.0 $20K 0.01% +70.0 +27.7% $63.04 +4.3%
93 DIS DISNEY WALT CO COM Communication Services 158.0 $18K 0.01% +5.0 +3.3% $113.77 -9.0%
94 CSGP COSTAR GROUP INC COM Real Estate 204.0 $14K 0.01% +4.0 +2.0% $67.24 -49.5%
95 SPG SIMON PPTY GROUP INC NEW COM Real Estate 71.0 $13K 0.01% +20.0 +39.2% $185.11 +10.3%
96 CNS COHEN & STEERS INC COM Financial Services 158.0 $10K 0.01% +37.0 +30.6% $62.78 +14.9%
Page 5 of 5  ·  96 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 29.3%
Financial Services 15.4%
Communication Services 11.2%
Healthcare 10.4%
Consumer Cyclical 10.2%
Industrials 7.4%
Consumer Defensive 5.7%
Real Estate 3.6%
Energy 3.4%
Utilities 2.5%