Dynasty Wealth Management, LLC

CIK 1727599 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $11.5B
every reported holding for this filer and quarter, including ones with no disclosed value: 333
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 53
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 56

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$52.8M	+132,413	$727M	$780M	1,061,013	1,193,426
—	share class as filed: ISHARES A I INNO · position key `pos:17797` · issuer key `iss:286`	ADD	+$250M	+7,711,113	$398M	$648M	11,940,004	19,651,117
—	share class as filed: ISHARES US EQUIT · position key `pos:11275` · issuer key `iss:286`	ADD	+$64.1M	+1,532,184	$579M	$644M	9,529,543	11,061,727
—	share class as filed: TRANSFORM SYSTEM · position key `sid:sec:prov:c3809ec6c8ee21e5e6986be7dfda548b` · issuer key `cusip6:29287L`	ADD	+$132M	+1,267,197	$510M	$642M	5,303,116	6,570,313
—	share class as filed: ISHARES FLEXIBLE · position key `pos:11638` · issuer key `iss:280`	ADD	+$150M	+3,032,945	$475M	$624M	8,992,718	12,025,663
—	share class as filed: ACTIVE VALUE ETF · position key `sid:sec:prov:eaf5dbcdf90437427f512d5795dbe431` · issuer key `iss:2408`	ADD	+$246M	+3,421,308	$343M	$588M	4,776,468	8,197,776
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$73.8M	+754,249	$464M	$537M	5,182,551	5,936,800
—	share class as filed: TOTAL BD ETF · position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188`	ADD	+$67.5M	+1,560,151	$398M	$466M	8,650,398	10,210,549
—	share class as filed: PRTFLO S&P500 GW · position key `pos:12580` · issuer key `iss:1602`	TRIM	−$35.6M	−19,280	$409M	$374M	3,835,955	3,816,675
—	share class as filed: EMERGING MKTS OP · position key `sid:sec:prov:ead159e9451df667a4a9831f22160fcb` · issuer key `cusip6:00039J`	NEW	+$362M	+8,258,081	$0	$362M	—	8,258,081
—	share class as filed: BLUE CHIP GRWTH · position key `sid:sec:prov:db7014fa25a03564d2951cf6ff7f9dd6` · issuer key `cusip6:316092`	TRIM	−$47.9M	−255,805	$408M	$360M	7,442,209	7,186,404
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	+$621K	+2,267,871	$311M	$312M	657,578	2,925,449
—	share class as filed: ABACUS FCF LEADE · position key `sid:sec:prov:2e772b0cd5c25a143ac82a6eda5345a3` · issuer key `cusip6:89628W`	TRIM	−$288M	−4,020,237	$587M	$299M	8,219,704	4,199,467
—	share class as filed: CORE US AGGBD ET · position key `pos:14737` · issuer key `iss:1012`	TRIM	−$18.4M	−167,511	$290M	$272M	2,907,609	2,740,098
—	share class as filed: EAFE VALUE ETF · position key `pos:12549` · issuer key `iss:1013`	ADD	+$199M	+2,638,485	$63.1M	$262M	883,762	3,522,247
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	ADD	+$19.1M	+351,541	$206M	$225M	3,620,443	3,971,984
—	share class as filed: CORE PLUS BD ETF · position key `sid:sec:prov:39ee92c086a4100560ef55ca0374666d` · issuer key `iss:2408`	ADD	+$32.7M	+715,921	$176M	$209M	3,724,827	4,440,748
—	share class as filed: ISHARES TOTAL RE · position key `pos:14136` · issuer key `iss:280`	ADD	+$142M	+2,848,418	$59.8M	$202M	1,178,554	4,026,972
—	share class as filed: 10-20 YR TRS ETF · position key `pos:16971` · issuer key `iss:1013`	ADD	+$59.9M	+606,584	$125M	$185M	1,228,407	1,834,991
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	TRIM	−$272M	−4,143,961	$453M	$181M	6,740,260	2,596,299

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

278 issuers · 333 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

14 positions · 14 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$780M	1,193,426
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$312M	2,925,449
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$272M	2,740,098
ISHARES TR · U.S. FIN SVC ETF CUSIP — src ↗	$181M	2,179,071
ISHARES TR · US CONSM STAPLES CUSIP — src ↗	$149M	2,128,826
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$141M	658,371
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$99.3M	1,470,494
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$64.0M	352,756
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$53.5M	485,165
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$40.9M	361,235
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$34.5M	354,980
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$7.7M	81,092
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$706K	1,981
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$308K	2,088

ticker not yet mapped

$2.1B

14,935,032

18.6%

—

BLACKROCK ETF TRUST

4 positions · 4 reported rows

Rows Dynasty Wealth Management, LLC reported for BLACKROCK ETF TRUST, as it reported them
BLACKROCK ETF TRUST · ISHARES A I INNO CUSIP — src ↗	$648M	19,651,117
BLACKROCK ETF TRUST · ISHARES US EQUIT CUSIP — src ↗	$644M	11,061,727
BLACKROCK ETF TRUST · ISHARES INTL DIV CUSIP — src ↗	$642K	22,595
BLACKROCK ETF TRUST · ISHARES US LARG CUSIP — src ↗	$605K	19,645

ticker not yet mapped

$1.3B

30,755,084

11.3%

—

J P MORGAN EXCHANGE TRADED F

6 positions · 6 reported rows

Rows Dynasty Wealth Management, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 src ↗	$588M	8,197,776
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$209M	4,440,748
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$110M	1,455,928
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$39.9M	797,261
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$18.8M	368,775
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$1.3M	22,584

ticker not yet mapped

$967M

15,283,072

8.4%

—

BLACKROCK ETF TRUST II

5 positions · 5 reported rows

Rows Dynasty Wealth Management, LLC reported for BLACKROCK ETF TRUST II, as it reported them
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$624M	12,025,663
BLACKROCK ETF TRUST II · ISHARES TOTAL RE CUSIP — src ↗	$202M	4,026,972
BLACKROCK ETF TRUST II · ISHARES INTERMED CUSIP — src ↗	$78.7M	3,290,251
BLACKROCK ETF TRUST II · BLACKROCK ETF TRUST II CUSIP — src ↗	$6.7M	303,178
BLACKROCK ETF TRUST II · ISHARES AAA CLO CUSIP — src ↗	$347K	6,702

ticker not yet mapped

$912M

19,652,766

8.0%

—

ISHARES TR

10 positions · 10 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$262M	3,522,247
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$185M	1,834,991
ISHARES TR · MBS ETF CUSIP — src ↗	$167M	1,760,337
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$129M	1,085,040
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$68.5M	313,175
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$55.9M	526,425
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$11.9M	106,914
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$1.5M	28,812
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$824K	8,770
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$251K	3,741

ticker not yet mapped

$881M

9,190,452

7.7%

—

TCW ETF TRUST · TRANSFORM SYSTEM CUSIP 29287L205
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$642M

6,570,313

5.6%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · PRTFLO S&P500 GW CUSIP — src ↗	$374M	3,816,675
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$225M	3,971,984

ticker not yet mapped

$598M

7,788,659

5.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$537M	5,936,800
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$29.4M	153,333
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$15.3M	176,932
ISHARES TR · MSCI USA VALUE CUSIP 46432F388 src ↗	$2.2M	15,698

ticker not yet mapped

$584M

6,282,763

5.1%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$466M

10,210,549

4.1%

—

FIDELITY COVINGTON TRUST

3 positions · 3 reported rows

Rows Dynasty Wealth Management, LLC reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · BLUE CHIP GRWTH CUSIP 316092352 src ↗	$360M	7,186,404
FIDELITY COVINGTON TRUST · HIGH DIVID ETF CUSIP 316092840 src ↗	$95.3M	1,724,565
FIDELITY COVINGTON TRUST · INT HG DIV ETF CUSIP 316092725 src ↗	$287K	10,394

ticker not yet mapped

$456M

8,921,363

4.0%

—

ABACUS FCF ETF TR

3 positions · 3 reported rows

Rows Dynasty Wealth Management, LLC reported for ABACUS FCF ETF TR, as it reported them
ABACUS FCF ETF TR · ABACUS FCF LEADE CUSIP 89628W302 src ↗	$299M	4,199,467
ABACUS FCF ETF TR · ABACUS FCF REAL CUSIP 89628W708 src ↗	$73.9M	2,366,111
ABACUS FCF ETF TR · ABACUS FCF INTER CUSIP 89628W401 src ↗	$6.6M	223,714

ticker not yet mapped

$379M

6,789,292

3.3%

—

AB ACTIVE ETFS INC

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for AB ACTIVE ETFS INC, as it reported them
AB ACTIVE ETFS INC · EMERGING MKTS OP CUSIP 00039J780 src ↗	$362M	8,258,081
AB ACTIVE ETFS INC · TAX AWARE INTERM CUSIP 00039J889 src ↗	$4.3M	170,335

ticker not yet mapped

$366M

8,428,416

3.2%

—

ISHARES INC

3 positions · 3 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$181M	2,596,299
ISHARES INC · EMNG MKTS EQT CUSIP — src ↗	$96.0M	1,589,413
ISHARES INC · MSCI GBL GOLD MN CUSIP — src ↗	$243K	3,072

ticker not yet mapped

$277M

4,188,784

2.4%

—

ISHARES TR

3 positions · 3 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$152M	6,629,343
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$67.2M	650,096
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$19.7M	212,459

ticker not yet mapped

$239M

7,491,898

2.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$148M	3,473,227
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$89.9M	1,281,275

ticker not yet mapped

$238M

4,754,502

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$124M

287,470

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$89.2M

1,011,766

0.8%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$69.4M	1,405,645
SELECT SECTOR SPDR TR · TECHNOLOGY CUSIP — src ↗	$592K	4,455

ticker not yet mapped

$70.0M

1,410,100

0.6%

—

FIDELITY COVINGTON TRUST · ENHANCED SMALL CUSIP 31609A206
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$68.8M

1,810,612

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR S&P 500 ETF TR · TR UNIT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$66.0M

101,433

0.6%

—

J P MORGAN EXCHANGE TRADED F

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF CUSIP 46654Q716 src ↗	$36.4M	677,096
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$799K	14,393

ticker not yet mapped

$37.2M

691,489

0.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$34.0M

177,042

0.3%

—

PIMCO ETF TR · INTER MUN BD ACT CUSIP 72201R866
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$30.9M

592,190

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.5M

163,586

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$16.4M	57,160
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$8.8M	30,587

$25.2M

87,747

0.2%

—

INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$23.4M

319,953

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$22.0M

86,699

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$15.1M

40,765

0.1%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$13.0M

286,177

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.8M

61,548

0.1%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$11.7M

182,070

0.1%

—

ISHARES U S ETF TR · SHORT MATURITY M CUSIP 46431W838
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$11.2M

221,903

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$9.5M

30,844

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.7M

29,691

0.1%

—

MATTHEWS ASIA FDS · EMER MKTS EQUITY CUSIP 577125818
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$8.0M

215,534

0.1%

—

GLOBAL X FDS · DEFENSE TECH ETF CUSIP 37960A529
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$7.9M

111,260

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINROSS GOLD CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.9M

227,105

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.7M

11,636

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.5M

17,510

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.7M

16,911

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.5M

51,252

0.0%

—

ISHARES TR

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · SYSTEMATIC BD ET CUSIP 46435U796 src ↗	$4.2M	47,082
ISHARES TR · BROAD USD HIGH CUSIP 46435U853 src ↗	$1.1M	29,918

ticker not yet mapped

$5.3M

77,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.2M

134,666

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.6M

21,265

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.6M

9,223

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.5M

22,694

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US FOODS HLDG CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.3M

47,068

0.0%

—

VANGUARD INDEX FDS

2 positions · 2 reported rows

Rows Dynasty Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$4.0M	12,344
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$333K	1,272

ticker not yet mapped

$4.3M

13,616

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.2M

25,671

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.2M

13,338

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.1M

12,037

0.0%

—

ASML HOLDING N V · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$4.1M

3,072

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.0M

4,679

0.0%

—

ISHARES INC · MSCI EQUAL WEITE CUSIP 464286681
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$4.0M

39,264

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.0M

16,329

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.9M

12,824

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRH PLC · ORD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.6M

33,993

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.3M

45,545

0.0%

—

VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$3.3M

60,246

0.0%

—

ISHARES TR

3 positions · 3 reported rows

Rows Dynasty Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · INVESTMENT GRADE CUSIP 46435G219 src ↗	$1.8M	40,593
ISHARES TR · INTL DIV GRWTH CUSIP 46435G524 src ↗	$901K	10,758
ISHARES TR · HIGH YLD SYSTM B CUSIP 46435G250 src ↗	$487K	10,476

ticker not yet mapped

$3.2M

61,827

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.1M

38,519

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.0M

10,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.0M

20,331

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENOVUS ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

109,353

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

8,419

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.9M

17,557

0.0%

—

FLEX LTD · ORD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.9M

43,610

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.8M

3,016

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

3,728

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRSTENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

53,525

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

28,334

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

1,784

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.6M

11,360

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC · CL C CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

15,474

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

7,278

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

2,926

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LPL FINL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

8,148

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUNTINGTON BANCSHARES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

155,296

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

16,551

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIAMONDBACK ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.4M

11,883

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.3M

17,227

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.3M

29,711

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.3M

12,381

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.3M

23,426

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

8,908

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

659

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PPL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

57,819

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENTERPOINT ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.2M

50,961

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KEYSIGHT TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.1M

7,591

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.1M

10,328

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.0M

5,662

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUEST DIAGNOSTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.0M

10,075

0.0%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.0M

21,652

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANCO SANTANDER SA · ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.9M

169,323

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.9M

16,576

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.9M

19,755

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.9M

12,115

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HSBC HLDGS PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.8M

21,825

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CANADIAN NAT RES LTD MED TER · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.8M

36,376

0.0%

—

C H ROBINSON WORLDWIDE INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$1.8M

10,622

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 78.2%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 328 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 333 / 333median book 97.5 positions

389 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Dynasty Wealth Management, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.