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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 12 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRNS VARONIS SYS INC COM Technology 310.0 $13K 0.01% $41.96 +4.8%
222 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 600.0 $13K 0.01% +77.0 +14.7% $21.40 -2.8%
223 VOE VANGUARD MID-CAP VALUE ETF 64.0 $13K 0.01% $197.59 +4.5%
224 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 100.0 $12K 0.01% -56.0 -35.9% $123.44 -5.8%
225 CI THE CIGNA GROUP COM Healthcare 44.0 $12K 0.01% $275.68 +1.0%
226 SUI SUN CMNTYS INC COM Real Estate 100.0 $12K 0.01% -71.0 -41.5% $119.91 +1.9%
227 CAH CARDINAL HEALTH INC COM Healthcare 49.0 $12K 0.01% $237.55 -0.3%
228 Q QNITY ELECTRONICS INC COMMON STOCK Technology 71.0 $12K 0.01% NEW $163.31 -27.0%
229 IDA IDACORP INC COM Utilities 75.0 $11K 0.01% $151.31 -9.9%
230 VOT VANGUARD MID-CAP GROWTH ETF 37.0 $11K 0.01% $306.30 -1.7%
231 GIS GENERAL MILLS INC COM Consumer Defensive 321.0 $11K 0.01% $34.80 +19.5%
232 VZ VERIZON COMMUNICATIONS INC COM Communication Services 263.0 $11K 0.01% -2.0 -0.8% $42.34 +18.7%
233 CVS CVS HEALTH CORP COM Healthcare 107.0 $11K 0.01% $103.45 -9.6%
234 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 190.0 $11K 0.01% $57.62 +15.4%
235 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 22.0 $11K 0.01% $496.73 +8.4%
236 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 278.0 $11K 0.01% $37.94 -5.4%
237 ILMN ILLUMINA INC COM Healthcare 58.0 $10K 0.01% $175.83 +21.0%
238 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 218.0 $10K 0.01% NEW $45.11 +16.0%
239 TGT TARGET CORP COM Consumer Defensive 75.0 $10K 0.01% NEW $130.61 +24.7%
240 NTRA NATERA INC COM Healthcare 36.0 $10K 0.01% $271.44 +17.3%
Page 12 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%