Destiny Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1844369 · latest 13F-HR filed 2026-02-03
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
$871.5M
Long-equity book
Holdings
211
Distinct positions
Period
2025-12-31
Filed 2026-02-03
Q/Q Activity
+17 / −11 / ↑81 / ↓36
vs 2025-09-30
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VIRTUS ETF TR II$16.5M +3486.0%
- GLOBAL X FDS$14.2M +5851.4%
- J P MORGAN EXCHANGE TRADED F$12.5M +44.5%
- ALPHABET INC$7.0M +36.0%
- DIMENSIONAL ETF TRUST$5.0M +15.5%
Top Trims
- SELECT SECTOR SPDR TR-$13.5M -93.2%
- JANUS DETROIT STR TR-$10.5M -22.5%
- APPLE INC-$2.9M -12.8%
- NETFLIX INC-$1.1M -22.1%
- MICROSOFT CORP-$980.2K -5.3%
New Positions
- VANGUARD SCOTTSDALE FDS$12.6M
- VANGUARD SCOTTSDALE FDS$6.9M
- ADVANCED MICRO DEVICES INC$6.3M
- SPDR INDEX SHS FDS$430.6K
- BLUE OWL TECHNOLOGY FIN CORP$387.3K
Exited Positions
- VANGUARD BD INDEX FDS$8.8M
- J P MORGAN EXCHANGE TRADED F$7.6M
- AMERICAN CENTY ETF TR$4.6M
- SPDR SERIES TRUST$3.8M
- STRATEGY INC$286.8K
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 | $43.5M | 4.99% | 89,310 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $40.7M | 4.67% | 854,904 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $37.0M | 4.24% | 1,035,634 | SH |
| 4 | JANUS DETROIT STR TR | JAAA | 47103U845 | $36.0M | 4.13% | 708,253 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $28.7M | 3.29% | 120,319 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $27.9M | 3.21% | 803,301 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $26.4M | 3.03% | 79,264 | SH |
| 8 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $20.0M | 2.30% | 136,980 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.8M | 2.27% | 106,284 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $19.5M | 2.24% | 76,502 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $17.5M | 2.01% | 37,296 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $17.3M | 1.98% | 39,710 | SH |
| 13 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $17.2M | 1.97% | 425,508 | SH |
| 14 | VIRTUS ETF TR II | SEIX | 92790A405 | $16.9M | 1.94% | 726,374 | SH |
| 15 | VANECK ETF TRUST | NLR | 92189F601 | $15.7M | 1.81% | 105,975 | SH |
| 16 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $15.3M | 1.75% | 183,631 | SH |
| 17 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $14.9M | 1.71% | 288,656 | SH |
| 18 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $14.8M | 1.70% | 199,633 | SH |
| 19 | GLOBAL X FDS | PAVE | 37954Y673 | $14.4M | 1.65% | 281,803 | SH |
| 20 | STRYKER CORPORATION | SYK | 863667101 | $13.6M | 1.57% | 38,212 | SH |
| 21 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $13.6M | 1.56% | 60,352 | SH |
| 22 | JANUS DETROIT STR TR | JBBB | 47103U753 | $13.5M | 1.55% | 280,791 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $13.2M | 1.51% | 251,244 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $12.6M | 1.44% | 163,615 | SH |
| 25 | FIRST TR EXCHANGE TRADED FD | CIBR | 33734X846 | $11.9M | 1.37% | 165,513 | SH |
| 26 | ISHARES TR | USHY | 46435U853 | $11.7M | 1.34% | 309,604 | SH |
| 27 | VANECK ETF TRUST | ANGL | 92189F437 | $11.6M | 1.33% | 392,275 | SH |
| 28 | BROADCOM INC | AVGO | 11135F101 | $11.5M | 1.32% | 35,290 | SH |
| 29 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $11.2M | 1.28% | 270,386 | SH |
| 30 | BLACKSTONE SECD LENDING FD | BXSL | 09261X102 | $11.0M | 1.26% | 421,826 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $10.9M | 1.25% | 15 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $10.3M | 1.18% | 409,397 | SH |
| 33 | SPDR SERIES TRUST | SDY | 78464A763 | $10.1M | 1.16% | 69,095 | SH |
| 34 | INVESCO QQQ TR | QQQ | 46090E103 | $9.7M | 1.11% | 15,470 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.8M | 1.01% | 18,170 | SH |
| 36 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $8.4M | 0.97% | 90,431 | SH |
| 37 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $7.6M | 0.87% | 10,946 | SH |
| 38 | GOLDMAN SACHS ETF TR | GEM | 381430206 | $7.3M | 0.84% | 163,326 | SH |
| 39 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $7.3M | 0.83% | 48,900 | SH |
| 40 | VANECK ETF TRUST | FLTR | 92189F486 | $7.3M | 0.83% | 283,680 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $6.9M | 0.79% | 145,201 | SH |
| 42 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $6.7M | 0.77% | 14,280 | SH |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $6.6M | 0.76% | 39,608 | SH |
| 44 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $6.3M | 0.72% | 24,940 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $6.2M | 0.71% | 42,377 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $6.1M | 0.70% | 9,052 | SH |
| 47 | REDDIT INC | RDDT | 75734B100 | $6.0M | 0.69% | 28,150 | SH |
| 48 | PGIM ETF TR | PULS | 69344A107 | $5.7M | 0.66% | 114,756 | SH |
| 49 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $5.1M | 0.58% | 113,229 | SH |
| 50 | SPDR INDEX SHS FDS | SPGM | 78463X475 | $5.0M | 0.58% | 63,556 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-03 | $871.5M | 211 | 0001844369-26-000002 |
| 2025-09-30 | 2025-10-06 | $816.3M | 205 | 0001844369-25-000007 |