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Dynasty Wealth Management, LLC - Q42025 Holdings

Dynasty Wealth Management, LLC holds 336 stocks with a total portfolio value of $ 10.18B as of Q42025. In Q42025, Dynasty Wealth Management, LLC added 52 new positions, increased stakes in 207 stocks, reduced 76 holdings, and fully exited 19 positions. The largest holding is Ishares Tr (IVV), representing 7.14% of the total portfolio.

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