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Destiny Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1844369 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Destiny Wealth Partners, LLC manages $708.9M in 13F-reported U.S. long-equity assets across 186 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VUG (6.17%), DFLV (5.67%), JCPB (5.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 978; 65 existing positions rose in reported value and 81 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$708.9M

Long-equity book

Holdings
186

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+14 / −978 / ↑65 / ↓81

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VUG6.2% · +468%DFLV5.7% · -3%JCPB5.6% · -0%JAAA5.2% · +4%DFAX4.1% · -2%GOOGL2.9% · -25%AMZN2.9% · -42%AAPL2.4% · -36%NVDA2.2% · -28%DSCO2.1% · newPAVE2.1% · -5%AVEM2.1% · -6%XTL2.0% · newCLOI2.0% · +2%XBI2.0% · +261489%DFIV1.9% · -3%USHY1.9% · +6%SEIX1.9% · -21%FBND1.9% · -20%MSFT1.8% · -36%CIBR1.7% · -22%EVTR1.6% · -20%AVGO1.4% · -28%TSLA1.4% · -19%IDHQ1.3% · -3%JPIB1.3% · -39%CRWD1.3% · +222%ANGL1.3% · -22%AMD1.2% · -29%SCHR1.1% · -20%VIG1.1% · -46%BRK.B1.1% · -17%GEM1.1% · -4%FLTR1.0% · -4%JBBB1.0% · -40%NLR0.9% · -16%VO0.9% · +175%PULS0.8% · +4%SDY0.7% · -52%PYLD0.7% · -39%SPGM0.7% · -6%CGGR0.7% · -4%JQUA0.7% · -4%SPY0.7% · -59%JMEE0.7% · -5%VTIP0.7% · -3%VYM0.7% · -42%BRK.A0.6% · -60%JMBS0.6% · +3%PLTR0.6% · -20%META0.5% · -26%PDI0.5% · -39%UBER0.5% · -18%VT0.5% · -48%LMBS0.4% · +4%GLD0.4% · -0%FLOT0.4% · +4%OKLO0.3% · -19%XLK0.3% · -64%IVV0.2% · -16%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 39.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 19, 2026.

Assets Under Management
$947.3M
Discretionary
$878.8M
Employees
26
Accounts
2,949
Address
2100 LAKE EUSTIS DR.
TAVARES, FL 32778
Phone
(352) 343-2700
Website
Name Title / Status Ownership Type
CLARK, ROBERT, LIDDELL ControlTRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED
since Sep 2014
Less than 5%Individual
MANCUSO, AUDREY, MARIE ControlMANAGING PARTNER
since Jan 2023
Less than 5%Individual
PANORMOS CAPITAL GROUP, INC. ControlOWNER
since Jan 2021
75% or moreDomestic Entity
RUGGIE, THOMAS, HUEY ControlTRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED
since Jul 2019
Less than 5%Individual
RUGGIE, THOMAS, HUEY ControlMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
since May 2014
Less than 5%Individual
ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED Control
Indirect owner via PANORMOS CAPITAL GROUP, INC.
OWNER
since Jan 2021
General partner, trustee or managerDomestic Entity
THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED Control
Indirect owner via PANORMOS CAPITAL GROUP, INC.
OWNER
since Jan 2021
75% or moreDomestic Entity
Ownership & leadership changes · 5 filings with changes since May 15, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 14, 2023 filing
  • No longer listedGOOD, KIMBERLY, CARIS · PARTNER · Less than 5% · listed since Jan 2021
  • No longer listedVAN ORE, ANTHONY, FRANKLIN · CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER · Less than 5% · control person · listed since May 2020
  • AddedMANCUSO, AUDREY, MARIE · MANAGING PARTNER · Less than 5% · control person
  • ChangedRUGGIE, THOMAS, HUEY · title MANAGING MEMBER / TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED → MANAGING MEMBER/CHIEF COMPLIANCE OFFICER / TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED
Mar 10, 2021 filing
  • No longer listedROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED · OWNER · 10–25% · control person · listed since Jul 2019
  • No longer listedTHOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED · OWNER · 75% or more · control person · listed since Jul 2019
  • AddedGOOD, KIMBERLY, CARIS · PARTNER · Less than 5%
  • AddedPANORMOS CAPITAL GROUP, INC. · OWNER · 75% or more · control person
  • AddedROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED · OWNER · General partner, trustee or manager · indirect via PANORMOS CAPITAL GROUP, INC. · control person
  • AddedTHOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED · OWNER · 75% or more · indirect via PANORMOS CAPITAL GROUP, INC. · control person
May 13, 2020 filing
  • AddedVAN ORE, ANTHONY, FRANKLIN · CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedRUGGIE, THOMAS, HUEY · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER / TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED → MANAGING MEMBER / TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED
Aug 8, 2019 filing
  • AddedCLARK, ROBERT, LIDDELL · TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED · Less than 5% · control person
  • AddedROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED · OWNER · 10–25% · control person
  • AddedTHOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED · OWNER · 75% or more · control person
  • ChangedRUGGIE, THOMAS, HUEY · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER / TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED; ownership 75% or more → Less than 5%
Jun 30, 2015 filing
  • No longer listedMCQUEEN, KATHLEEN, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2014
  • ChangedRUGGIE, THOMAS, HUEY · title MANAGING MEMBER → MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
May 15, 2014 filing (earliest on record)
  • ListedMCQUEEN, KATHLEEN, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedRUGGIE, THOMAS, HUEY · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Destiny Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VUG 922908736 $43.8M 6.17% 513,656 SH
2 DIMENSIONAL ETF TRUST DFLV 25434V666 $40.2M 5.67% 988,557 SH
3 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $39.9M 5.63% 864,714 SH
4 JANUS DETROIT STR TR JAAA 47103U845 $36.5M 5.15% 722,899 SH
5 DIMENSIONAL ETF TRUST DFAX 25434V880 $29.0M 4.09% 793,729 SH
6 ALPHABET INC GOOGL 02079K305 $20.7M 2.92% 58,200 SH
7 AMAZON COM INC AMZN 023135106 $20.6M 2.91% 75,967 SH
8 APPLE INC AAPL 037833100 $16.7M 2.35% 54,016 SH
9 NVIDIA CORPORATION NVDA 67066G104 $15.4M 2.18% 76,905 SH
10 DOUBLELINE ETF TRUST DSCO 25861R881 $15.1M 2.14% 610,353 SH
11 GLOBAL X FDS PAVE 37954Y673 $15.1M 2.13% 267,397 SH
12 AMERICAN CENTY ETF TR AVEM 025072604 $14.8M 2.09% 165,221 SH
13 SPDR SERIES TRUST XTL 78464A540 $14.5M 2.04% 69,454 SH
14 VANECK ETF TRUST CLOI 92189H748 $14.3M 2.02% 269,896 SH
15 SPDR SERIES TRUST XBI 78464A870 $13.8M 1.95% 94,172 SH
16 DIMENSIONAL ETF TRUST DFIV 25434V807 $13.7M 1.94% 239,939 SH
17 ISHARES TR USHY 46435U853 $13.6M 1.91% 369,017 SH
18 VIRTUS ETF TR II SEIX 92790A405 $13.5M 1.90% 582,615 SH
19 FIDELITY MERRIMACK STR TR FBND 316188309 $13.3M 1.88% 297,650 SH
20 MICROSOFT CORP MSFT 594918104 $12.5M 1.76% 26,866 SH
21 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $12.2M 1.73% 133,375 SH
22 MORGAN STANLEY ETF TRUST EVTR 61774R841 $11.6M 1.63% 231,605 SH
23 BROADCOM INC AVGO 11135F101 $10.1M 1.42% 25,899 SH
24 TESLA INC TSLA 88160R101 $10.0M 1.41% 32,107 SH
25 INVESCO EXCH TRADED FD TR II IDHQ 46138E214 $9.5M 1.34% 217,494 SH
26 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $9.1M 1.28% 189,248 SH
27 CROWDSTRIKE HLDGS INC CRWD 22788C105 $9.0M 1.27% 47,177 SH
28 VANECK ETF TRUST ANGL 92189F437 $9.0M 1.27% 310,481 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $8.7M 1.23% 18,265 SH
30 SCHWAB STRATEGIC TR SCHR 808524854 $8.0M 1.13% 329,251 SH
31 VANGUARD SPECIALIZED FUNDS VIG 921908844 $7.8M 1.09% 32,419 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.7M 1.09% 15,097 SH
33 GOLDMAN SACHS ETF TR GEM 381430206 $7.5M 1.05% 152,372 SH
34 VANECK ETF TRUST FLTR 92189F486 $7.2M 1.01% 280,947 SH
35 JANUS DETROIT STR TR JBBB 47103U753 $6.8M 0.96% 143,364 SH
36 VANECK ETF TRUST NLR 92189F601 $6.6M 0.93% 61,542 SH
37 VANGUARD INDEX FDS VO 922908629 $6.5M 0.91% 79,792 SH
38 PGIM ETF TR PULS 69344A107 $5.7M 0.80% 114,212 SH
39 SPDR SERIES TRUST SDY 78464A763 $5.1M 0.72% 33,022 SH
40 PIMCO ETF TR PYLD 72201R585 $5.0M 0.71% 192,418 SH
41 SPDR INDEX SHS FDS SPGM 78463X475 $5.0M 0.70% 58,627 SH
42 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $4.9M 0.70% 110,311 SH
43 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $4.9M 0.70% 68,387 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.9M 0.69% 6,554 SH
45 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $4.8M 0.68% 62,829 SH
46 VANGUARD MALVERN FDS VTIP 922020805 $4.8M 0.67% 96,002 SH
47 VANGUARD WHITEHALL FDS VYM 921946406 $4.6M 0.65% 28,505 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $4.6M 0.65% 6 SH
49 JANUS DETROIT STR TR JMBS 47103U852 $4.0M 0.57% 91,197 SH
50 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $4.0M 0.56% 32,363 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $708.9M 186 0001844369-26-000005
2026-03-31 2026-05-11 $914.4M 1,148 0001844369-26-000004
2025-12-31 2026-02-03 $871.5M 211 0001844369-26-000002
2025-09-30 2025-10-06 $816.3M 205 0001844369-25-000007
Filer Information
Address
2100 LAKE EUSTIS DRIVE
TAVARES, FL 32778
Phone
(352) 343-2700
Filing Manager
Destiny Wealth Partners, LLC
TAVARES, FL
Signatory
Thomas Ruggie
Chief Compliance Officer