Destiny Wealth Partners, LLC
CIK: 0001844369SEC EDGAR →
Portfolio Value
$871.5M
Holdings
211
As of
Q4 2025
New Positions
16
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 89,310 | $43.5M | 4.99% |
| 2 | J P MORGAN EXCHANGE TRADED F | 854,904 | $40.7M | 4.67% |
| 3 | DIMENSIONAL ETF TRUST | 1,035,634 | $37.0M | 4.24% |
| 4 | JANUS DETROIT STR TR | 708,253 | $36.0M | 4.13% |
| 5 | AMAZON COM INC | 120,319 | $28.7M | 3.29% |
| 6 | DIMENSIONAL ETF TRUST | 803,301 | $27.9M | 3.21% |
| 7 | ALPHABET INC | 79,264 | $26.4M | 3.03% |
| 8 | SELECT SECTOR SPDR TR | 136,980 | $20.0M | 2.30% |
| 9 | NVIDIA CORPORATION | 106,284 | $19.8M | 2.27% |
| 10 | APPLE INC | 76,502 | $19.5M | 2.24% |
Quarterly Changes
New Positions (17)
$12.6M · 164K shares
$6.9M · 145K shares
$6.3M · 25K shares
$430K · 6K shares
$387K · 29K shares
$380K · 4K shares
$344K · 2K shares
$311K · 5K shares
$287K · 5K shares
$254K · 2K shares
$238K · 3K shares
$215K · 3K shares
$209K · 6K shares
$209K · 2K shares
$208K · 1K shares
$205K · 4K shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 137 | $602.8M | 69.2% |
| Technology | 19 | $96.5M | 11.1% |
| Unknown | 12 | $50.1M | 5.8% |
| Consumer Cyclical | 8 | $49.4M | 5.7% |
| Communication Services | 7 | $45.3M | 5.2% |
| Healthcare | 11 | $18.6M | 2.1% |
| Industrials | 8 | $3.4M | 0.4% |
| Consumer Defensive | 5 | $2.6M | 0.3% |
| Energy | 2 | $2.0M | 0.2% |
| Basic Materials | 2 | $576K | 0.1% |