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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 11 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 50.0 $24K 0.01% $477.58 -12.3%
202 WY WEYERHAEUSER CO COM NEW Real Estate 979.0 $23K 0.01% $23.94 -1.8%
203 STE STERIS PLC SHS USD Healthcare 95.0 $20K 0.01% $210.57 +10.3%
204 RYN RAYONIER INC COM Real Estate 900.0 $19K 0.01% -87.0 -8.8% $21.28 -3.5%
205 TD TORONTO DOMINION BK ONT COM NEW Financial Services 157.0 $19K 0.01% NEW $121.43 +0.2%
206 INVH INVITATION HOMES INC COM Real Estate 602.0 $18K 0.01% +55.0 +10.1% $30.21 -3.6%
207 PCAR PACCAR INC COM Industrials 148.0 $18K 0.01% NEW $120.12 +3.1%
208 KIM KIMCO REALTY CORP COM Real Estate 700.0 $18K 0.01% -451.0 -39.2% $25.35 -6.4%
209 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 100.0 $18K 0.01% NEW $176.46 +7.2%
210 CMCSA COMCAST CORP NEW CL A Communication Services 716.0 $18K 0.01% $24.55 +9.1%
211 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 18.0 $17K 0.01% NEW $965.00 -14.7%
212 ANGX ANGEL STUDIOS INC. CL A COM Communication Services 4,681.0 $17K 0.01% $3.67 +15.9%
213 REGCO REGENCY CTRS CORP COM 201.0 $16K 0.01% -84.0 -29.5% $79.74
214 ARKG ARK GENOMIC REVOLUTION ETF 375.0 $16K 0.01% $42.06 +10.7%
215 AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 117.0 $15K 0.01% $131.13 +1.9%
216 VBR VANGUARD SMALL CAP VALUE ETF 63.0 $15K 0.01% $242.98 +1.1%
217 EXR EXTRA SPACE STORAGE INC COM Real Estate 105.0 $15K 0.01% $145.30 -3.1%
218 DIS DISNEY WALT CO COM Communication Services 158.0 $15K 0.01% $96.25 +11.9%
219 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 153.0 $14K 0.01% -435.0 -74.0% $94.69 -1.2%
220 IWF ISHARES RUSSELL 1000 GROWTH ETF 108.0 $13K 0.01% +81.0 +300.0% $124.17 -1.5%
Page 11 of 15  ·  291 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%