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Kelly Myers

Dynamic Wealth Strategies, Llc

Assets Managed
$172.864M
Holdings
288
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
2.9%(2Q avg: 7.58%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Dynamic Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.864M in assets, with a quarterly growth rate of 2.9% and a 2-quarter average growth rate of 7.58%. The portfolio is managed by Kelly Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.82%
9.62%
$16.614M
225,615 shares@ $73.65 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -0.12%
7.04%
$12.168M
120,886 shares@ $100.67 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Increased 2.64%
6.98%
$12.054M
101,716 shares@ $118.51 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.86%
6.66%
$11.511M
58,671 shares@ $196.2 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 8.75%
5.69%
$9.833M
209,435 shares@ $46.95 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.74%
5.19%
$8.956M
150,395 shares@ $59.55 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 2.28%
4.1%
$7.079M
94,153 shares@ $75.19 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.67%
3.53%
$6.098M
95,157 shares@ $64.09 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -1.63%
3.34%
$5.767M
59,372 shares@ $97.13 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 6.42%
3.03%
$5.231M
53,427 shares@ $97.92 avg price

1-10 of 288