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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 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES MSCI EAFE ETF 59,249.0 $6.2M 3.28% -1K -1.8% $103.88 +3.7%
2 EFV ISHARES MSCI EAFE VALUE ETF 48,057.0 $3.7M 1.96% -1K -2.2% $76.55 +6.8%
3 EWJ ISHARES MSCI JAPAN ETF 38,675.0 $3.6M 1.92% -559.0 -1.4% $93.27 +2.8%
4 GDX VANECK GOLD MINERS ETF 31,278.0 $2.4M 1.26% -3K -8.1% $75.45 +32.1%
5 COPX GLOBAL X COPPER MINERS ETF 22,703.0 $1.7M 0.93% -4K -16.3% $76.97 +22.7%
6 SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 18,554.0 $1.7M 0.88% -3K -15.5% $89.14 -1.0%
7 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 53,439.0 $1.6M 0.85% -2K -3.9% $30.01 -0.3%
8 GOOGL ALPHABET INC CAP STK CL A Communication Services 3,459.0 $1.2M 0.66% -1K -23.0% $357.37 -3.0%
9 AAPL APPLE INC COM Technology 3,027.0 $876K 0.47% -226.0 -7.0% $289.36 +10.5%
10 NVDA NVIDIA CORPORATION COM Technology 3,648.0 $730K 0.39% -970.0 -21.0% $200.09 +8.7%
11 LRCX LAM RESEARCH CORP COM NEW Technology 1,393.0 $604K 0.32% -1K -43.0% $433.33 -30.3%
12 EWU ISHARES MSCI UNITED KINGDOM ETF 12,479.0 $576K 0.31% -7K -35.0% $46.14 +5.2%
13 AMZN AMAZON COM INC COM Consumer Cyclical 2,329.0 $555K 0.30% -873.0 -27.3% $238.34 +11.8%
14 MSFT MICROSOFT CORP COM Technology 1,368.0 $510K 0.27% -902.0 -39.7% $373.02 +37.7%
15 GILD GILEAD SCIENCES INC COM Healthcare 3,172.0 $401K 0.21% -1K -27.7% $126.34 +15.3%
16 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 421.0 $394K 0.21% -179.0 -29.8% $935.47 +1.1%
17 MUB ISHARES NATIONAL MUNI BOND ETF 3,115.0 $335K 0.18% -279.0 -8.2% $107.62 -2.2%
18 TRV TRAVELERS COMPANIES INC COM Financial Services 1,007.0 $332K 0.18% -237.0 -19.1% $330.12 +12.1%
19 WMT WALMART INC COM Consumer Defensive 2,919.0 $331K 0.18% -553.0 -15.9% $113.26 -9.0%
20 COF CAPITAL ONE FINL CORP COM Financial Services 1,628.0 $327K 0.17% -16.0 -1.0% $200.62 +7.5%
Page 1 of 4  ·  78 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%