Destiny Wealth Partners, LLC
CIK: 0001844369Latest portfolio: $871.5M · Q4 2025
Holdings
211
Total Value
$871.5M
New Positions
17
Closed Positions
11
Top Holdings
View All 211 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 89,310 | $43.5M | 4.99% | +6K | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 854,904 | $40.7M | 4.67% | +263K | |
| 3 | DFLVDIMENSIONAL ETF TRUST | 1,035,634 | $37.0M | 4.24% | +62K | |
| 4 | JAAAJANUS DETROIT STR TR | 708,253 | $36.0M | 4.13% | -205,691 | |
| 5 | AMZNAMAZON COM INC | 120,319 | $28.7M | 3.29% | -5,838 | |
| 6 | DFAXDIMENSIONAL ETF TRUST | 803,301 | $27.9M | 3.21% | +14K | |
| 7 | GOOGLALPHABET INC | 79,264 | $26.4M | 3.03% | -638 | |
| 8 | XLKSELECT SECTOR SPDR TR | 136,980 | $20.0M | 2.30% | +68K | |
| 9 | NVDANVIDIA CORPORATION | 106,284 | $19.8M | 2.27% | +3K | |
| 10 | AAPLAPPLE INC | 76,502 | $19.5M | 2.24% | -11,455 | |
| 11 | MSFTMICROSOFT CORP | 37,296 | $17.5M | 2.01% | +2K | |
| 12 | TSLATESLA INC | 39,710 | $17.3M | 1.98% | +511 | |
| 13 | TOTLSSGA ACTIVE ETF TR | 425,508 | $17.2M | 1.97% | +18K | |
| 14 | SEIXVIRTUS ETF TR II | 726,374 | $16.9M | 1.94% | +706K | |
| 15 | NLRVANECK ETF TRUST | 105,975 | $15.7M | 1.81% | +2K | |
| 16 | AVEMAMERICAN CENTY ETF TR | 183,631 | $15.3M | 1.75% | -461 | |
| 17 | EVTRMORGAN STANLEY ETF TRUST | 288,656 | $14.9M | 1.71% | +11K | |
| 18 | FCOMFIDELITY COVINGTON TRUST | 199,633 | $14.8M | 1.70% | -165 | |
| 19 | BCCCGLOBAL X FDS | 281,803 | $14.4M | 1.65% | +277K | |
| 20 | SYKSTRYKER CORPORATION | 38,212 | $13.6M | 1.57% | -47 | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 60,352 | $13.6M | 1.56% | +1K | |
| 22 | JBBBJANUS DETROIT STR TR | 280,791 | $13.5M | 1.55% | +5K | |
| 23 | DFIVDIMENSIONAL ETF TRUST | 251,244 | $13.2M | 1.51% | +65K | |
| 24 | VCLTVANGUARD SCOTTSDALE FDS | 163,615 | $12.6M | 1.44% | NEW | |
| 25 | CIBRFIRST TR EXCHANGE TRADED FD | 165,513 | $11.9M | 1.37% | +8K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.981819539175391e+59T)
Unknown0.0% ($1.4405108969675877e+34T)
Healthcare0.0% ($1.3640111584774672e+25T)
Consumer Cyclical0.0% ($2868617281934831104.0T)
Communication Services0.0% ($264156086601339072.0T)
Industrials0.0% ($673662479443417.4T)
Consumer Defensive0.0% ($1166547.4T)
Energy0.0% ($1.3B)
Basic Materials0.0% ($376.2M)
Filing History
Fund Information
Destiny Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $871.5M across 211 holdings. The largest position is VANGUARD INDEX FDS (VUG), representing 5.0% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.