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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYF SYNCHRONY FINANCIAL COM Financial Services 64.0 $5K 0.00% NEW $76.05 +1.4%
42 WFC WELLS FARGO & CO COM Financial Services 56.0 $5K 0.00% NEW $82.64 +4.5%
43 GD GENERAL DYNAMICS CORP COM Industrials 13.0 $5K 0.00% NEW $354.23 +4.8%
44 ALC ALCON AG ORD SHS Healthcare 67.0 $4K 0.00% NEW $67.10 +7.4%
45 XEL XCEL ENERGY INC COM Utilities 54.0 $4K 0.00% NEW $80.30 -5.7%
46 CAT CATERPILLAR INC COM Industrials 4.0 $4K 0.00% NEW $1065.00 -25.1%
47 ALL ALLSTATE CORP COM Financial Services 16.0 $4K 0.00% NEW $237.94 +8.3%
48 CARR CARRIER GLOBAL CORPORATION COM Industrials 48.0 $4K 0.00% NEW $73.35 -20.6%
49 AMH AMERICAN HOMES 4 RENT CL A Real Estate 100.0 $3K 0.00% NEW $33.52 -0.7%
50 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 303.0 $3K 0.00% NEW $8.75 +39.9%
51 HCA HCA HEALTHCARE INC COM Healthcare 6.0 $2K 0.00% NEW $389.83 +6.3%
52 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 25.0 $2K 0.00% NEW $81.16 -9.6%
53 FCX FREEPORT MCMORAN INC CL B Basic Materials 26.0 $2K 0.00% NEW $62.88 +20.4%
54 TPG TPG INC COM CL A Financial Services 31.0 $1K 0.00% NEW $40.55 +33.5%
55 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 28.0 $1K 0.00% NEW $36.00 +14.2%
Page 3 of 3  ·  55 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%