Dynasty Wealth Management, LLC
•CIK: 1727599•Filing: Q4 2025
Dynasty Wealth Management, LLC, led by the renowned investor Bill Miller, manages $10.2 billion with a focus on value-oriented, long-term growth strategies, currently holding 336 positions. Recently, the fund has made notable moves by adding IWF and IYF with significant increases, while exiting SMMU and JNK, reflecting a strategic shift towards more growth-oriented and diversified holdings.
Total AUM
$10.2B
QoQ Performance
+35.9%
Positions
275
Top 10 Concentration
49.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
ABFL
DYNF
PWRD
IVV7.1%
ABFL5.8%
DYNF5.7%
PWRD5.0%
BINC4.7%
IEFA4.6%
IEMG4.4%
SPYG4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.8%
ETF7.9%
Technology1.3%
Financial0.4%
Consumer0.3%
Healthcare0.2%
Energy0.1%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+117 more exited positions
Changes from Q3 2025
NEW19 new positions
↑138 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024