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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 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 8,117.0 $546K 0.29% +402.0 +5.2% $67.24 -1.8%
42 MSFT MICROSOFT CORP COM Technology 1,368.0 $510K 0.27% -902.0 -39.7% $373.02 +37.7%
43 ADI ANALOG DEVICES INC COM Technology 1,236.0 $491K 0.26% $397.17 -8.9%
44 GLD SPDR GOLD SHARES Financial Services 1,218.0 $449K 0.24% $368.38 +11.0%
45 FLGB FRANKLIN FTSE UNITED KINGDOM ETF 12,415.0 $438K 0.23% +1K +9.3% $35.29 +6.0%
46 LLY ELI LILLY & CO COM Healthcare 365.0 $438K 0.23% +149.0 +69.0% $1199.43 -2.2%
47 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,600.0 $422K 0.23% NEW $117.28 -0.1%
48 VUG VANGUARD GROWTH ETF 4,848.0 $418K 0.22% +4K +500.0% $86.14 +2.8%
49 GILD GILEAD SCIENCES INC COM Healthcare 3,172.0 $401K 0.21% -1K -27.7% $126.34 +15.3%
50 LMT LOCKHEED MARTIN CORP COM Industrials 784.0 $399K 0.21% +34.0 +4.5% $509.46 +10.7%
51 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 421.0 $394K 0.21% -179.0 -29.8% $935.47 +1.1%
52 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 4,524.0 $374K 0.20% $82.65 -1.8%
53 KLAC KLA CORP COM NEW Technology 1,205.0 $364K 0.19% +1K +521.1% $301.71 -41.8%
54 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 7,451.0 $361K 0.19% +704.0 +10.4% $48.43 -1.7%
55 XBI STATE STREET SPDR S&P BIOTECH ETF 2,201.0 $348K 0.19% $158.25 +2.6%
56 JNJ JOHNSON & JOHNSON COM Healthcare 1,348.0 $342K 0.18% +455.0 +51.0% $253.97 +5.5%
57 MUB ISHARES NATIONAL MUNI BOND ETF 3,115.0 $335K 0.18% -279.0 -8.2% $107.62 -2.2%
58 TRV TRAVELERS COMPANIES INC COM Financial Services 1,007.0 $332K 0.18% -237.0 -19.1% $330.12 +12.1%
59 WMT WALMART INC COM Consumer Defensive 2,919.0 $331K 0.18% -553.0 -15.9% $113.26 -9.0%
60 COF CAPITAL ONE FINL CORP COM Financial Services 1,628.0 $327K 0.17% -16.0 -1.0% $200.62 +7.5%
Page 3 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%