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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, exited 978, added to 65, and trimmed 81.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$13.8M +300992.3%
  • VANGUARD INDEX FDS$4.3M +10.8%
  • DIMENSIONAL ETF TRUST$4.0M +11.0%
  • ADVANCED MICRO DEVICES INC$3.5M +66.9%
  • CROWDSTRIKE HLDGS INC$3.3M +57.2%
Show all 65 →

Top Trims

  • INVESCO QQQ TR-$10.9M -91.1%
  • AMAZON COM INC-$6.4M -23.8%
  • BERKSHIRE HATHAWAY INC DEL-$6.2M -57.3%
  • J P MORGAN EXCHANGE TRADED F-$5.9M -39.3%
  • STATE STR SPDR S&P 500 ETF T-$5.5M -53.1%
Show all 81 →

New Positions

  • DOUBLELINE ETF TRUST$15.1M
  • SPDR SERIES TRUST$14.5M
  • DIMENSIONAL ETF TRUST$502.7K
  • SPACE EXPLORATION TECHN CORP$464.0K
  • VANGUARD SCOTTSDALE FDS$463.0K
Show all 14 →

Exited Positions

  • ISHARES TR$14.0M
  • FIDELITY COVINGTON TRUST$13.7M
  • ISHARES TR$12.5M
  • STRYKER CORPORATION$12.4M
  • VANGUARD SCOTTSDALE FDS$6.8M
Show all 978 →
All Holdings

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