Q2 2026 13F · SEC CIK 1844369

Destiny Wealth Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $708.8M
Reported positions: 184
Top holdings a year, 3 yrs: +10.7%
Assets under management: $947.3M

Destiny Wealth Partners, LLC is a wealth manager that reported 184 positions worth $708.8M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Indx Fd (VUG, 6.2%), Dimensional ETF Trust (DFLV, 5.7%), J P Morgan Exchange Traded F (JCPB, 5.6%). A portfolio copying its top holdings returned 10.7% a year over the last 3 years, against 20.4% for the S&P 500.

Destiny Wealth Partners, LLC holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Destiny Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	6.2%	4.3%	513,656	+467.8%	$43.8M
DFLVDimensional ETF Trust	5.7%	4.0%	988,557	-2.6%	$40.2M
JCPBJ P Morgan Exchange Traded F	5.6%	4.5%	864,714	-0.4%	$39.9M
JAAAJanus Detroit Str Tr	5.2%	3.8%	722,899	+4.2%	$36.5M
DFAXDimensional World Ex U.s. Core	4.1%	3.0%	793,729	-2.1%	$29.0M
GOOGLAlphabet Inc	2.9%	2.4%	58,200	-24.7%	$20.7M
AMZNAmazon Com Inc Com	2.9%	3.0%	75,967	-41.5%	$20.6M
AAPLApple Inc	2.4%	2.3%	54,016	-36.2%	$16.7M
NVDANvidia Corporation Com	2.2%	2.0%	76,905	-27.7%	$15.4M
DSCODoubleline ETF Trust	2.1%	—	610,353	—	$15.1M
PAVEGlobal X Fds	2.1%	1.6%	267,397	-5.4%	$15.1M
AVEMAmerican Centy ETF Tr	2.1%	1.5%	165,221	-5.6%	$14.8M
XTLSpdr Series Trust	2.0%	—	69,454	—	$14.5M
CLOIVaneck ETF Trust	2.0%	1.5%	269,896	+2.0%	$14.3M
XBISpdr Series Trust	2.0%	—	94,172	—	$13.8M
DFIVDimensional ETF Trust	1.9%	1.4%	239,939	-2.6%	$13.7M
USHYIshares Tr	1.9%	1.4%	369,017	+6.5%	$13.6M
SEIXVirtus ETF Tr II	1.9%	1.9%	582,615	-21.1%	$13.5M
FBNDFidelity Merrimack Str Tr	1.9%	1.9%	297,650	-20.1%	$13.3M
MSFTMicrosoft Corp	1.8%	1.7%	26,866	-35.5%	$12.5M
CIBRFirst Tr Exchange-Traded Fd	1.7%	1.2%	133,375	-21.6%	$12.2M
EVTRMorgan Stanley ETF Trust	1.6%	1.6%	231,605	-20.1%	$11.6M
AVGOBroadcom Inc	1.4%	1.2%	25,899	-28.0%	$10.1M
TSLATesla Inc Com	1.4%	1.6%	32,107	-19.0%	$10.0M
IDHQInvesco Exch Traded Fd Tr II	1.3%	0.9%	217,494	-2.7%	$9.5M
JPIBJpmorgan International Bond Opportunitie	1.3%	1.6%	189,248	-39.3%	$9.1M
CRWDCrowdstrike Hldgs Inc Class A	1.3%	0.6%	47,177	+221.5%	$9.0M
ANGLVaneck ETF Trust	1.3%	1.2%	310,481	-21.8%	$9.0M
AMDAdvanced Micro Devices Inc	1.2%	0.6%	18,265	-28.7%	$8.7M
SCHRSchwab Inter Tsy	1.1%	1.1%	329,251	-19.8%	$8.0M
VIGVanguard Dividend Appreciation ETF	1.1%	1.4%	32,419	-46.1%	$7.8M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.0%	15,097	-16.9%	$7.7M
GEMGoldman Sachs ActiveBeta Emergi	1.1%	0.7%	152,372	-3.9%	$7.5M
FLTRVaneck ETF Trust	1.0%	0.8%	280,947	-4.5%	$7.2M
JBBBJanus Detroit Str Tr	1.0%	1.2%	143,364	-39.9%	$6.8M
NLRVaneck Uranium and Nuclear ETF	0.9%	1.1%	61,542	-16.3%	$6.6M
VOVanguard Index Fds	0.9%	0.9%	79,792	+174.8%	$6.5M
PULSPgim Ultra Short Bond ETF	0.8%	0.6%	114,212	+3.6%	$5.7M
SDYSpdr Series Trust	0.7%	1.1%	33,022	-52.1%	$5.1M
PYLDPimco Multisector Bond Active Exchange-T	0.7%	0.9%	192,418	-39.4%	$5.0M
SPGMSpdr Index Shs Fds	0.7%	—	58,627	—	$5.0M
CGGRCapital Group Growth ETF	0.7%	—	110,311	—	$4.9M
JQUAJpmorgan U.s. Quality Factor ETF	0.7%	—	68,387	—	$4.9M
SPYSpdr S&p 500 ETF Tr	0.7%	1.1%	6,554	-59.1%	$4.9M
JMEEJpmorgan Small & Mid Cap Enhanced Equity	0.7%	—	62,829	—	$4.8M
VTIPVanguard Malvern Fds	0.7%	—	96,002	—	$4.8M
VYMVym	0.7%	0.8%	28,505	-41.7%	$4.6M
BRK-ABerkshire Hathaway Inc Del	0.6%	1.2%	6	-60.0%	$4.6M
JMBSJanus Detroit Str Tr	0.6%	—	91,197	—	$4.0M
PLTRPalantir Technologies Inclass Class A	0.6%	0.6%	32,363	-19.9%	$4.0M

What Destiny Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +20.1%
3 years: +10.7% /yr; S&P 500 +20.4%
5 years: +3.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$708.8M	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

Questions about Destiny Wealth Partners, LLC's portfolio

What stocks does Destiny Wealth Partners, LLC own?

Destiny Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 184 positions worth $708.8M. The largest are Vanguard Indx Fd (VUG) at 6.2%, Dimensional ETF Trust (DFLV) at 5.7%, J P Morgan Exchange Traded F (JCPB) at 5.6%, Janus Detroit Str Tr (JAAA) at 5.2% and Dimensional World Ex U.s. Core (DFAX) at 4.1%.

What did Destiny Wealth Partners, LLC buy last quarter?

In Q2 2026, Destiny Wealth Partners, LLC added Vanguard Indx Fd (VUG) (+467.8% shares), Crowdstrike Hldgs Inc Class A (CRWD) (+221.5% shares) and Vanguard Index Fds (VO) (+174.8% shares), compared with its Q1 2026 filing.

What did Destiny Wealth Partners, LLC sell last quarter?

In Q2 2026, Destiny Wealth Partners, LLC cut from its top 50 Ishares Tr (IYM), cut from its top 50 Fidelity Covington Trust (FCOM), cut from its top 50 Ishares Tr (IGLB), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Invesco Qqq Tr (QQQ), Berkshire Hathaway Inc Del (BRK-A) (-60.0% shares), Spdr S&p 500 ETF Tr (SPY) (-59.1% shares) and Spdr Series Trust (SDY) (-52.1% shares), compared with its Q1 2026 filing.

How has Destiny Wealth Partners, LLC's portfolio performed?

A portfolio copying Destiny Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +3.9% a year against +11.6%.

When is Destiny Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Destiny Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Destiny Wealth Partners, LLC manage?

Destiny Wealth Partners, LLC reported $947.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $708.8M.