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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 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABNB AIRBNB INC COM CL A Consumer Cyclical 749.0 $102K 0.06% -397.0 -34.6% $135.72 -1.1%
22 CEG CONSTELLATION ENERGY CORP COM Utilities 285.0 $101K 0.06% -12.0 -4.0% $353.27 -19.1%
23 CSCO CISCO SYS INC COM Technology 1,109.0 $85K 0.05% -770.0 -41.0% $77.03 +53.4%
24 APD AIR PRODS & CHEMS INC COM Basic Materials 340.0 $84K 0.05% -181.0 -34.7% $247.02 +17.5%
25 MDT MEDTRONIC PLC SHS Healthcare 818.0 $79K 0.05% -1K -56.7% $96.06 -18.6%
26 EMR EMERSON ELEC CO COM Industrials 531.0 $70K 0.04% -97.0 -15.4% $132.72 +1.6%
27 OMC OMNICOM GROUP INC COM Communication Services 682.0 $55K 0.03% -115.0 -14.4% $80.75 -8.6%
28 MCK MCKESSON CORP COM Healthcare 65.0 $53K 0.03% -6.0 -8.4% $820.29 -6.6%
29 UNH UNITEDHEALTH GROUP INC COM Healthcare 149.0 $49K 0.03% -153.0 -50.7% $330.11 +16.1%
30 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 588.0 $49K 0.03% -7K -91.9% $82.64 +10.9%
31 SNPS SYNOPSYS INC COM Technology 64.0 $30K 0.02% -48.0 -42.9% $469.72 +6.2%
32 GEV GE VERNOVA INC COM Utilities 44.0 $29K 0.02% -8.0 -15.4% $653.57 +59.7%
33 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 273.0 $26K 0.02% -2K -89.8% $96.28 -1.3%
34 CMCSA COMCAST CORP NEW CL A Communication Services 716.0 $21K 0.01% -141.0 -16.4% $29.89 -16.1%
35 IWD ISHARES RUSSELL 1000 VALUE ETF 100.0 $21K 0.01% -45.0 -31.0% $210.34 +11.6%
36 GIS GENERAL MLS INC COM Consumer Defensive 321.0 $15K 0.01% -256.0 -44.4% $46.50 -28.0%
37 PEP PEPSICO INC COM Consumer Defensive 100.0 $14K 0.01% -355.0 -78.0% $143.52 +3.7%
38 VZ VERIZON COMMUNICATIONS INC COM Communication Services 265.0 $11K 0.01% -380.0 -58.9% $40.73 +17.4%
39 GPCR STRUCTURE THERAPEUTICS INC SPONSORED ADS Healthcare 150.0 $10K 0.01% -400.0 -72.7% $69.55 -44.2%
40 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 190.0 $10K 0.01% -400.0 -67.8% $53.94 +10.4%
Page 2 of 3  ·  45 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%