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Kelly Myers

Dynamic Wealth Strategies, Llc

Assets Managed
$187.754M
Holdings
291
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.62%(2Q avg: 5.76%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Wealth Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 291 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 187.754M in assets, with a quarterly growth rate of 8.62% and a 2-quarter average growth rate of 5.76%. The portfolio is managed by Kelly Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.42%
8.86%
$16.631M
226,547 shares@ $73.41 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Decreased -0.25%
8.84%
$16.596M
101,456 shares@ $163.58 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.71%
6.77%
$12.695M
58,254 shares@ $217.93 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 9.87%
5.74%
$10.771M
230,103 shares@ $46.81 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.03%
4.82%
$9.05M
153,434 shares@ $58.98 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1275.7%
4.78%
$8.968M
154,092 shares@ $58.2 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -0.21%
4.51%
$8.465M
93,951 shares@ $90.1 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 6.01%
3.59%
$6.739M
56,634 shares@ $119.0 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.67%
3.56%
$6.666M
93,562 shares@ $71.26 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.2%
3.28%
$6.155M
59,249 shares@ $103.88 avg price

1-10 of 291