SEC Form 13F

Dynamic Wealth Strategies, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$187,754,065
Positions291

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TOTAL BOND MARKET ETFBNDETF$16,630,815226,547
ISHARES EXPANDED TECH SECTOR ETFIGMETF$16,596,172101,456
VANGUARD VALUE ETFVTVETF$12,695,29458,254
VANGUARD MORTGAGE-BACKED SECURITIES ETFVMBSETF$10,771,121230,103
VANGUARD INTERMEDIATE-TERM TREASURY ETFVGITETF$9,049,537153,434
VANGUARD SHORT-TERM TREASURY ETFVGSHETF$8,968,154154,092
INVESCO S&P 500 QUALITY ETFSPHQETF$8,464,98593,951
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGETF$6,738,88056,634
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$6,666,29393,562
ISHARES MSCI EAFE ETFEFAETF$6,154,78659,249

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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