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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 4 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXXONMOBIL HOLDINGS CORP COM SHS 2,313.0 $316K 0.17% NEW $136.72
62 HD HOME DEPOT INC COM Consumer Cyclical 891.0 $314K 0.17% +231.0 +35.0% $352.68 -6.4%
63 NOW SERVICENOW INC COM Technology 3,126.0 $310K 0.17% -289.0 -8.5% $99.28 +45.8%
64 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,600.0 $296K 0.16% +600.0 +60.0% $185.23 -4.4%
65 CVX CHEVRON CORPORATION COM Energy 1,760.0 $292K 0.15% -457.0 -20.6% $165.76 +21.8%
66 META META PLATFORMS INC CL A Communication Services 510.0 $287K 0.15% -257.0 -33.5% $563.29 +2.6%
67 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 566.0 $284K 0.15% +3.0 +0.5% $501.36 +24.1%
68 V VISA INC COM CL A Financial Services 826.0 $283K 0.15% -41.0 -4.7% $343.09 +11.2%
69 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 8,981.0 $274K 0.15% -6K -41.5% $30.49 +0.2%
70 BWA BORGWARNER INC COM Consumer Cyclical 3,990.0 $265K 0.14% -1K -24.0% $66.40 -3.5%
71 TXN TEXAS INSTRS INC COM Technology 883.0 $263K 0.14% +77.0 +9.6% $298.07 -13.2%
72 J JACOBS SOLUTIONS INC COM Industrials 2,072.0 $261K 0.14% +195.0 +10.4% $126.00 +20.6%
73 SCHW SCHWAB CHARLES CORP COM Financial Services 2,682.0 $247K 0.13% +385.0 +16.8% $92.27 +19.4%
74 FORTINET INC COM 1,468.0 $226K 0.12% -2K -52.0% $153.62
75 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,698.0 $224K 0.12% +1K +93.0% $83.07 +2.9%
76 CRM SALESFORCE INC COM Technology 1,415.0 $222K 0.12% -314.0 -18.2% $156.66 +63.4%
77 BERKSHIRE HATHAWAY INC DEL CL B NEW 430.0 $215K 0.12% -126.0 -22.7% $500.39
78 VIG VANGUARD DIVIDEND APPRECIATION ETF 897.0 $212K 0.11% NEW $236.62 +2.7%
79 VNQ VANGUARD REAL ESTATE ETF 2,143.0 $207K 0.11% -145.0 -6.3% $96.43 +0.8%
80 IWM ISHARES RUSSELL 2000 ETF 676.0 $203K 0.11% -19.0 -2.7% $300.45 -1.6%
Page 4 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%