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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Dynasty Wealth Management, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001727599-25-000006

Total Value
$5.87B
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1ABACUS FCF ETF TR89628W3026,634,697$469.5M8.00%
2ISHARES TR464287200737,774$458.1M7.81%
3BLACKROCK ETF TRUST IIBLK5,754,734$304.1M5.18%
4SPDR SERIES TRUST78464A4093,095,856$295.1M5.03%
5FIDELITY MERRIMACK STR TR3161883095,869,906$268.5M4.58%
6FIDELITY COVINGTON TRUST3160923525,507,411$265.7M4.53%
7BLACKROCK ETF TRUSTBLK4,788,949$260.8M4.44%
8ISHARES TR46432F8423,005,172$250.9M4.27%
9ISHARES TR4642872262,466,758$244.7M4.17%
10SPDR SERIES TRUST78464A5084,189,223$219.3M3.74%
11ISHARES INC46434G1033,465,893$208.1M3.55%
12J P MORGAN EXCHANGE TRADED F46641Q1672,983,626$195.4M3.33%
13ISHARES TR4642877211,050,498$182.0M3.10%
14TCW ETF TRUST29287L2052,362,961$163.4M2.78%
15ISHARES TR4642885881,488,220$139.7M2.38%
16ISHARES TR46434V8033,637,880$138.1M2.35%
17ISHARES TR46429B6971,176,869$110.5M1.88%
18ISHARES TR46429B747931,850$95.9M1.63%
19ISHARES TR4642874321,053,007$92.9M1.58%
20ISHARES TR46432F339491,900$89.9M1.53%
21SELECT SECTOR SPDR TR81369Y6051,520,097$79.6M1.36%
22ISHARES TR4642886461,473,979$77.8M1.33%
23J P MORGAN EXCHANGE TRADED F46641Q1341,057,253$74.8M1.27%
24ISHARES GOLD TRIAU1,131,829$70.6M1.20%
25ISHARES TR4642888771,092,377$69.3M1.18%
26ISHARES TR464287101225,964$68.8M1.17%
27ISHARES TR464287804624,862$68.3M1.16%
28SPDR S&P 500 ETF TRSPY108,171$66.8M1.14%
29ISHARES TR464288885458,110$51.3M0.87%
30ISHARES INC46434G889978,931$51.0M0.87%
31PIMCO ETF TR72201R866925,848$47.6M0.81%
32ISHARES TR464287176407,796$44.9M0.76%
33ISHARES TR464287465472,499$42.2M0.72%
34INVESCO EXCH TRADED FD TR IIIVZ521,591$38.0M0.65%
35INVESCO EXCHANGE TRADED FD TIVZ206,817$37.6M0.64%
36J P MORGAN EXCHANGE TRADED F46654Q724593,021$37.1M0.63%
37VANGUARD INDEX FDS922908769108,269$32.9M0.56%
38ISHARES TR464288661268,623$32.0M0.55%
39ISHARES TR464288414280,593$29.3M0.50%
40FIDELITY COVINGTON TRUST316092840561,496$29.2M0.50%
41ISHARES TR464288653270,388$27.5M0.47%
42ISHARES TR464287309185,503$20.4M0.35%
43VANGUARD SCOTTSDALE FDS92206C102244,484$14.4M0.24%
44ISHARES TR464288281151,829$14.1M0.24%
45VANGUARD TAX-MANAGED FDS921943858175,878$10.0M0.17%
46VANGUARD INTL EQUITY INDEX F922042858202,530$10.0M0.17%
47VANGUARD INDEX FDS92290875133,691$8.0M0.14%
48AMAZON COM INCAMZN35,963$7.9M0.13%
49ABACUS FCF ETF TR89628W401253,357$7.9M0.13%
50ISHARES U S ETF TR46431W838154,659$7.8M0.13%
51MASTERCARD INCORPORATEDMA12,120$6.8M0.12%
52SPDR SERIES TRUST78468R62261,894$6.0M0.10%
53BLACKROCK ETF TRUST IIBLK263,063$5.9M0.10%
54VANGUARD BD INDEX FDS92193782773,888$5.8M0.10%
55VANGUARD BD INDEX FDS92193783576,893$5.7M0.10%
56VANGUARD MUN BD FDS922907746114,975$5.6M0.10%
57ORACLE CORPORCL-PD21,699$4.7M0.08%
58ABBOTT LABSABLZF33,229$4.5M0.08%
59ZOETIS INCZTS28,401$4.4M0.08%
60ACCENTURE PLC IRELANDACN14,350$4.3M0.07%
61ISHARES TR46432F83454,704$4.2M0.07%
62ISHARES TR46434V274108,416$3.7M0.06%
63APPLE INCAAPL16,192$3.3M0.06%
64PHILIP MORRIS INTL INC71817210918,150$3.3M0.06%
65ELI LILLY & COLLY4,130$3.2M0.05%
66ALPHABET INCGOOG18,088$3.2M0.05%
67MARSH & MCLENNAN COS INC57174810214,382$3.1M0.05%
68ISHARES TR46435G25064,735$3.1M0.05%
69ISHARES TR4642876228,901$3.0M0.05%
70STRYKER CORPORATIONSYK6,900$2.7M0.05%
71ISHARES TR46428837243,075$2.6M0.04%
72INTUITINTU3,226$2.5M0.04%
73ISHARES TR46429B267106,191$2.4M0.04%
74HONEYWELL INTL INC43851610610,329$2.4M0.04%
75CENCORA INCCOR7,830$2.3M0.04%
76THERMO FISHER SCIENTIFIC INCTMO5,421$2.2M0.04%
77MSCI INCMSCI3,718$2.1M0.04%
78MCKESSON CORPMCK2,840$2.1M0.04%
79CORPAY INCCPAY6,239$2.1M0.04%
80LPL FINL HLDGS INC50212V1005,435$2.0M0.03%
81SYSCO CORPSYY26,835$2.0M0.03%
82AUTOZONE INCAZO540$2.0M0.03%
83AUTOMATIC DATA PROCESSING INADP6,474$2.0M0.03%
84DIAMONDBACK ENERGY INCFANG14,187$1.9M0.03%
85UBER TECHNOLOGIES INCUBER20,887$1.9M0.03%
86ISHARES TR46435G10221,585$1.9M0.03%
87ISHARES TR46435G21942,514$1.9M0.03%
88DISCOVER FINL SVCS2547091089,628$1.9M0.03%
89HOME DEPOT INCHD5,174$1.9M0.03%
90ADOBE INCADBE4,845$1.9M0.03%
91AIRBNB INCABNB14,075$1.9M0.03%
92PPL CORPPPLC54,484$1.8M0.03%
93AMERICAN EXPRESS COAXP5,753$1.8M0.03%
94CRH PLCCRH19,200$1.8M0.03%
95WELLS FARGO CO NEW94974610121,908$1.8M0.03%
96WORKDAY INCWDAY7,212$1.7M0.03%
97US FOODS HLDG CORPUSFD22,378$1.7M0.03%
98MORGAN STANLEYMS-PQ11,927$1.7M0.03%
99FIDELITY NATL INFORMATION SV31620M10620,350$1.7M0.03%
100AON PLCAON4,601$1.6M0.03%
101CONOCOPHILLIPSCOP18,246$1.6M0.03%
102SCHLUMBERGER LTDSLB48,065$1.6M0.03%
103NORFOLK SOUTHN CORP6558441086,166$1.6M0.03%
104BROADRIDGE FINL SOLUTIONS IN11133T1036,468$1.6M0.03%
105SERVICENOW INCNOW1,481$1.5M0.03%
106BLUE OWL CAPITAL INCOWL79,203$1.5M0.03%
107T-MOBILE US INCTMUSZ6,379$1.5M0.03%
108COCA COLA COKO21,051$1.5M0.03%
109HUNTINGTON BANCSHARES INCHBANP88,733$1.5M0.03%
110WASTE MGMT INC DEL94106L1096,471$1.5M0.03%
111KENVUE INCKVUE70,315$1.5M0.03%
112KLA CORPKLAC1,584$1.4M0.02%
113COSTAR GROUP INCCSGP17,186$1.4M0.02%
114TEXAS INSTRS INC8825081046,642$1.4M0.02%
115MICRON TECHNOLOGY INCMU10,868$1.3M0.02%
116GENERAL DYNAMICS CORPGD4,505$1.3M0.02%
117CENTERPOINT ENERGY INCCNP35,685$1.3M0.02%
118META PLATFORMS INCMETA1,770$1.3M0.02%
119KEYSIGHT TECHNOLOGIES INCKEYS7,868$1.3M0.02%
120FIRSTENERGY CORPFE30,896$1.2M0.02%
121KINROSS GOLD CORPKGCRF79,260$1.2M0.02%
122MARATHON PETE CORPMARA7,281$1.2M0.02%
123FLEX LTDFLEX24,214$1.2M0.02%
124EQUIFAX INCEFX4,370$1.1M0.02%
125ISHARES INC46434G76417,248$1.1M0.02%
126FORTIVE CORPFTV20,224$1.1M0.02%
127DISNEY WALT CO2546871068,444$1.0M0.02%
128GOLDMAN SACHS GROUP INCGSCE1,466$1.0M0.02%
129PAYCOM SOFTWARE INCPAYC4,362$1.0M0.02%
130EMERSON ELEC COEMR7,433$990,9900.02%
131APPLIED MATLS INC0382221055,399$988,3150.02%
132UNITED RENTALS INCURI1,282$966,1550.02%
133JACOBS SOLUTIONS INCJ7,347$965,7470.02%
134OMNICOM GROUP INCOMC13,133$944,8060.02%
135WABTEC9297401084,503$942,7110.02%
136DELL TECHNOLOGIES INCDELL7,359$902,2140.02%
137LEIDOS HOLDINGS INCLDOS5,692$898,0060.02%
138VERISK ANALYTICS INCVRSK2,875$895,5110.02%
139CANADIAN NAT RES LTD13638510128,156$884,1000.02%
140GARTNER INCIT2,156$871,3800.01%
141CENOVUS ENERGY INCCVE63,976$870,0730.01%
142CHUBB LIMITEDCB2,963$858,4690.01%
143AUTONATION INCAN4,232$840,6890.01%
144SHERWIN WILLIAMS COSHW2,403$824,9710.01%
145GALLAGHER ARTHUR J & CO3635761092,565$821,0680.01%
146SCHWAB CHARLES CORPSCHW-PJ8,895$811,6100.01%
147TECK RESOURCES LTDTCKRF19,908$803,8700.01%
148CASEYS GEN STORES INC1475281031,570$800,9240.01%
149COPART INCCPRT16,196$794,7500.01%
150PERFORMANCE FOOD GROUP COPFGC8,769$767,0360.01%
151SMURFIT WESTROCK PLCSW17,566$757,9930.01%
152AMPHENOL CORP NEW0320951017,672$757,6520.01%
153MCDONALDS CORPMCD2,570$750,7880.01%
154NEXTERA ENERGY INCNEE-PW10,671$740,8090.01%
155LENNAR CORPLEN-B6,595$729,5190.01%
156COCA-COLA EUROPACIFIC PARTNECCEP7,826$725,6540.01%
157BOOKING HOLDINGS INCBKNG125$723,2160.01%
158DEERE & CODE1,416$719,7750.01%
159UNITED AIRLS HLDGS INCUNTCW8,884$707,4170.01%
160MICROCHIP TECHNOLOGY INC.MCHPP9,771$687,5630.01%
161HOLOGIC INCHOLX10,473$682,4350.01%
162TELEDYNE TECHNOLOGIES INCTDY1,323$677,6840.01%
163APOLLO GLOBAL MGMT INC03769M1064,719$669,4970.01%
164ARCH CAP GROUP LTDG0450A1057,298$664,4610.01%
165ICON PLCICLR4,452$647,6050.01%
166MASCO CORPMAS10,062$647,6010.01%
167CLEAN HARBORS INCCLH2,677$618,8940.01%
168BUILDERS FIRSTSOURCE INCBLDR5,119$597,3380.01%
169WILLSCOT HLDGS CORPWSC21,187$580,5260.01%
170APPLOVIN CORPAPP1,656$579,7540.01%
171AVANTOR INCAVTR42,174$567,6600.01%
172AMERICAN TOWER CORP NEW03027X1002,528$558,6980.01%
173ISHARES TR4642876552,579$556,4260.01%
174TRIMBLE INCTRMB7,117$540,7590.01%
175ROBERT HALF INC.RHI13,021$534,5260.01%
176ISHARES TR4642874405,552$531,7500.01%
177HOULIHAN LOKEY INCHLI2,908$523,3420.01%
178HEWLETT PACKARD ENTERPRISE CHPE-PC25,584$523,1910.01%
179ALLEGION PLCALLE3,570$514,5350.01%
180CADENCE DESIGN SYSTEM INCCDNS1,667$513,7470.01%
181PIMCO ETF TR72201R7755,485$505,5730.01%
182API GROUP CORPAPG14,794$503,5010.01%
183KBR INCKBR10,453$501,1130.01%
184EXPEDIA GROUP INCEXPE2,894$488,1230.01%
185REGAL REXNORD CORPORATIONRRX3,272$474,2570.01%
186EQT CORPEQT8,005$466,8760.01%
187CHEWY INCCHWY10,759$458,5540.01%
188MOODYS CORPMCO912$457,6740.01%
189OREILLY AUTOMOTIVE INC67103H1075,039$454,1280.01%
190NICE LTDNCSYF2,648$447,2240.01%
191CROWN HLDGS INCCCK4,303$443,1320.01%
192MICROSOFT CORPMSFT884$439,8480.01%
193FIRST TR EXCH TRADED FD III33739P3019,246$431,7800.01%
194ALEXANDRIA REAL ESTATE EQ IN0152711095,929$430,5910.01%
195CAE INCCAE14,699$430,2510.01%
196ARGENX SEARGX726$400,1010.01%
197NXP SEMICONDUCTORS N VNXPI1,814$396,2760.01%
198US BANCORP DELUSB-PS8,500$384,6100.01%
199LIVE NATION ENTERTAINMENT INLYV2,322$351,2600.01%
200EASTMAN CHEM COEMN4,654$347,4650.01%
201VERTIV HOLDINGS COVRT2,703$347,1220.01%
202MARVELL TECHNOLOGY INCMRVL4,438$343,5310.01%
203BAKER HUGHES COMPANYBKR8,855$339,4830.01%
204RESIDEO TECHNOLOGIES INCREZI15,360$338,8490.01%
205ROPER TECHNOLOGIES INCROP596$337,8330.01%
206ROSS STORES INCROST2,530$322,7280.01%
207DYNATRACE INCDT5,797$320,0540.01%
208FIDELITY COVINGTON TRUST3160927824,895$312,6610.01%
209DTE ENERGY CODTK2,324$307,8720.01%
210VISTRA CORPVST1,563$302,9090.01%
211NRG ENERGY INCNRG1,756$281,9820.00%
212RAYMOND JAMES FINL INC7547301091,771$271,6740.00%
213DRAFTKINGS INC NEWDKNG6,257$268,3660.00%
214FERGUSON ENTERPRISES INCFERG1,230$267,7590.00%
215PNC FINL SVCS GROUP INC6934751051,436$267,7320.00%
216INTERNATIONAL PAPER CO4601461035,693$266,5910.00%
217FIFTH THIRD BANCORPFITBM6,330$260,3590.00%
218NNN REIT INCNNN5,984$258,3970.00%
219STERIS PLCSTE1,072$257,5720.00%
220RUBRIK INC.RBRK2,847$255,0180.00%
221SBA COMMUNICATIONS CORP NEWSBAC1,067$250,6240.00%
222ASHLAND INCASH4,869$244,8140.00%
223COTY INCCOTY51,609$239,9800.00%
224MOHAWK INDS INC6081901042,188$229,3880.00%
225IDEXX LABS INC45168D104425$227,6930.00%
226PTC INCPTC1,318$227,1570.00%
227HEICO CORP NEWHEI-A636$208,6750.00%
228LIGHTWAVE LOGIC INCLWLG39,127$48,5170.00%