# Destiny Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1844369. Source: https://holderbook.com/funds/1844369-destiny-wealth-partners-llc/

- Reported value: $708.9M
- Positions: 184
- Weight of the ten largest: 39.2%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $43.8M | 513,656 | 6.2% | 23 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $40.2M | 988,557 | 5.7% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $39.9M | 864,714 | 5.6% | 17 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $36.5M | 722,899 | 5.1% | 22 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $29.0M | 793,729 | 4.1% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $20.7M | 58,200 | 2.9% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.6M | 75,967 | 2.9% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.7M | 54,016 | 2.4% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $15.4M | 76,905 | 2.2% | 23 |
| DOUBLELINE ETF TRUST | [DSCO](https://holderbook.com/stocks/DSCO/) | $15.1M | 610,353 | 2.1% | 1 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $15.1M | 267,397 | 2.1% | 5 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $14.8M | 165,221 | 2.1% | 13 |
| SPDR SERIES TRUST | [XTL](https://holderbook.com/stocks/XTL/) | $14.5M | 69,454 | 2.0% | 1 |
| VANECK ETF TRUST | [CLOI](https://holderbook.com/stocks/CLOI/) | $14.3M | 269,896 | 2.0% | 2 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $13.8M | 94,172 | 2.0% | 2 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $13.7M | 239,939 | 1.9% | 15 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $13.6M | 369,017 | 1.9% | 12 |
| VIRTUS ETF TR II | [SEIX](https://holderbook.com/stocks/SEIX/) | $13.5M | 582,615 | 1.9% | 4 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $13.3M | 297,650 | 1.9% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $12.5M | 26,866 | 1.8% | 23 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $12.2M | 133,375 | 1.7% | 23 |
| MORGAN STANLEY ETF TRUST | [EVTR](https://holderbook.com/stocks/EVTR/) | $11.6M | 231,605 | 1.6% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.1M | 25,899 | 1.4% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $10.0M | 32,107 | 1.4% | 20 |
| INVESCO EXCH TRADED FD TR II | [IDHQ](https://holderbook.com/stocks/IDHQ/) | $9.5M | 217,494 | 1.3% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $9.1M | 189,248 | 1.3% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $9.0M | 47,177 | 1.3% | 9 |
| VANECK ETF TRUST | [ANGL](https://holderbook.com/stocks/ANGL/) | $9.0M | 310,481 | 1.3% | 23 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $8.7M | 18,265 | 1.2% | 3 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $8.0M | 329,251 | 1.1% | 6 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $7.8M | 32,419 | 1.1% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $7.7M | 15,097 | 1.1% | 23 |
| GOLDMAN SACHS ETF TR | [GEM](https://holderbook.com/stocks/GEM/) | $7.5M | 152,372 | 1.1% | 23 |
| VANECK ETF TRUST | [FLTR](https://holderbook.com/stocks/FLTR/) | $7.2M | 280,947 | 1.0% | 9 |
| JANUS DETROIT STR TR | [JBBB](https://holderbook.com/stocks/JBBB/) | $6.8M | 143,364 | 1.0% | 11 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $6.6M | 61,542 | 0.9% | 5 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $6.5M | 79,792 | 0.9% | 23 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $5.7M | 114,212 | 0.8% | 7 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $5.1M | 33,022 | 0.7% | 23 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $5.0M | 192,418 | 0.7% | 2 |
| SPDR INDEX SHS FDS | [SPGM](https://holderbook.com/stocks/SPGM/) | $5.0M | 58,627 | 0.7% | 23 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $4.9M | 110,311 | 0.7% | 12 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $4.9M | 68,387 | 0.7% | 5 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.9M | 6,554 | 0.7% | 20 |
| J P MORGAN EXCHANGE TRADED F | [JMEE](https://holderbook.com/stocks/JMEE/) | $4.8M | 62,829 | 0.7% | 15 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $4.8M | 96,002 | 0.7% | 15 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $4.6M | 28,505 | 0.7% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $4.6M | 6 | 0.6% | 7 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $4.0M | 91,197 | 0.6% | 9 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.0M | 32,363 | 0.6% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.9M | 6,918 | 0.5% | 9 |
| PIMCO DYNAMIC INCOME FD | [PDI](https://holderbook.com/stocks/PDI/) | $3.6M | 227,585 | 0.5% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $3.5M | 50,106 | 0.5% | 9 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $3.4M | 21,998 | 0.5% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $2.7M | 55,078 | 0.4% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.6M | 6,984 | 0.4% | 23 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $2.5M | 48,976 | 0.4% | 18 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $2.5M | 63,665 | 0.3% | 2 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.2M | 12,640 | 0.3% | 23 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.7M | 2,315 | 0.2% | 23 |
| VANGUARD SCOTTSDALE FDS | [BNDW](https://holderbook.com/stocks/BNDW/) | $1.5M | 22,184 | 0.2% | 23 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.5M | 4,348 | 0.2% | 21 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.4M | 4,581 | 0.2% | 23 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.3M | 15,871 | 0.2% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.3M | 5,066 | 0.2% | 20 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $1.2M | 47,465 | 0.2% | 23 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $1.1M | 7,769 | 0.2% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.1M | 1,552 | 0.2% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.1M | 6,854 | 0.2% | 23 |
| INVESCO EXCHANGE TRADED FD T | [PKW](https://holderbook.com/stocks/PKW/) | $1.0M | 7,103 | 0.1% | 23 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.0M | 4,613 | 0.1% | 23 |
| STRATEGY SHS | [SSUS](https://holderbook.com/stocks/SSUS/) | $1.0M | 18,482 | 0.1% | 15 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $932.0K | 4,000 | 0.1% | 20 |
| PIMCO ETF TR | [MINO](https://holderbook.com/stocks/MINO/) | $859.3K | 19,172 | 0.1% | 9 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $854.5K | 45,452 | 0.1% | 15 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $726.0K | 8,125 | 0.1% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $711.3K | 2,022 | 0.1% | 12 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $706.9K | 1,896 | 0.1% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $668.0K | 1,873 | 0.1% | 23 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $667.4K | 3,580 | 0.1% | 23 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $633.4K | 11,124 | 0.1% | 23 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $628.5K | 6,927 | 0.1% | 23 |
| BLACKROCK ETF TRUST II | [SHYM](https://holderbook.com/stocks/SHYM/) | $614.9K | 27,780 | 0.1% | 4 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $607.5K | 1,509 | 0.1% | 14 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $598.1K | 1,624 | 0.1% | 23 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $569.3K | 4,904 | 0.1% | 20 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $566.1K | 5,091 | 0.1% | 8 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $558.4K | 12,550 | 0.1% | 21 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $544.8K | 10,527 | 0.1% | 10 |
| DARDEN RESTAURANTS INC | [DRI](https://holderbook.com/stocks/DRI/) | $541.9K | 2,662 | 0.1% | 20 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $539.3K | 6,136 | 0.1% | 20 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $521.2K | 4,815 | 0.1% | 15 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $506.3K | 5,872 | 0.1% | 23 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $502.9K | 4,336 | 0.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $502.7K | 9,043 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $497.7K | 8,034 | 0.1% | 12 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $491.9K | 2,735 | 0.1% | 20 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $485.7K | 4,282 | 0.1% | 1 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $477.7K | 4,583 | 0.1% | 4 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $475.5K | 1,494 | 0.1% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.8% | +14.8% | -5.0% | 100% |
| Q1 2026 | -3.8% | -4.6% | +0.8% | 98% |
| Q4 2025 | +1.2% | +2.4% | -1.1% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +8.2% | +10.5% | -2.3% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2024 | +0.8% | +2.1% | -1.4% | 100% |
| Q3 2024 | +4.0% | +5.4% | -1.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $708.9M | 184 |
| Q1 2026 | $914.4M | 1,148 |
| Q4 2025 | $871.5M | 211 |
| Q3 2025 | $816.3M | 205 |
| Q2 2025 | $744.1M | 192 |
| Q1 2025 | $630.3M | 162 |
| Q4 2024 | $612.2M | 167 |
| Q3 2024 | $570.2M | 162 |
| Q2 2024 | $556.5M | 154 |
| Q1 2024 | $558.0M | 157 |
| Q4 2023 | $532.4M | 159 |
| Q3 2023 | $495.5M | 161 |