Andrew Butte

Dynasty Wealth Management, Llc

Assets Managed

$11.47B

Holdings

333

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

12.64%(2Q avg: 24.29%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynasty Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 333 positions.

Assets under management

The assets under management (AUM) of Dynasty Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 11.47B in assets, with a quarterly growth rate of 12.64% and a 2-quarter average growth rate of 24.29%. The portfolio is managed by Andrew Butte, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 12.48%	6.8%	$779.558M 1.193M shares@ $653.21 avg price	Increased 12.48%
BAI Ishrs Ai In And Tech Act Etf Recent Activity Increased 64.59%	5.65%	$647.504M 19.651M shares@ $32.96 avg price	Increased 64.59%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 16.08%	5.62%	$643.571M 11.062M shares@ $58.18 avg price	Increased 16.08%
NETZ Tcw Transform Systems Etf Recent Activity Increased 23.9%	5.61%	$642.353M 6.57M shares@ $97.77 avg price	Increased 23.9%
BINC Ishares Flex I A Etf-usd Inc Recent Activity Increased 33.73%	5.45%	$624.493M 12.026M shares@ $51.94 avg price	Increased 33.73%
JAVA Jpmorgan Active Value Etf Recent Activity Increased 71.63%	5.13%	$588.19M 8.198M shares@ $71.76 avg price	Increased 71.63%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 14.56%	4.69%	$537.459M 5.937M shares@ $90.54 avg price	Increased 14.56%
FBND Fidelity Total Bond Etf Recent Activity Increased 18.04%	4.07%	$465.805M 10.211M shares@ $45.62 avg price	Increased 18.04%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Decreased -0.5%	3.26%	$373.691M 3.817M shares@ $97.92 avg price	Decreased -0.5%
EMOP Ab Emrg Mrkt Opportuniti Etf Recent Activity New Position	3.16%	$361.869M 8.258M shares@ $43.82 avg price	New Position

1-10 of 333