CIK: 0001844369
Total reported value
$914.4M
Reporting period: 2026-03-31 · Number of holdings: 1148
Destiny Wealth Partners, LLC disclosed 1148 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $914.4M and a quarterly turnover rate of 33.0%.
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Destiny Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 59 equally-sized positions, well below its 1148 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.29), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 29% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim TOTL
-99.6% -$17.1M
Trim XLK
-74.5% -$15.4M
Trim VCLT
-99.9% -$12.6M
Sold out SRLN
-100.0% -$11.2M
Trim BXSL
-79.9% -$9.0M
Trim VIGI
-96.7% -$8.2M
Showing top 200 holdings (of 1148 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.47% | — | +1.60% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.32% | -0.67% | +1.29% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.96% | -0.28% | -2.00% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.82% | -0.31% | -2.05% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.01% | — | +0.97% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.96% | -0.33% | +8.02% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.43% | -0.60% | -2.45% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.35% | +0.11% | +10.63% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | -0.24% | +0.06% | |
| 10 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.86% | — | +1.65% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.86% | +1.86% | NEW | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.32% | +11.76% | |
| 13 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.63% | +1.63% | NEW | |
| 14 | TSLA | Tesla INC | Stock-Consumer Disc | 1.61% | -0.37% | -0.12% | |
| 15 | EVTR | Eaton Vance Total Return | ETF-Other | 1.61% | — | +0.39% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 1.57% | — | +0.29% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.54% | -0.21% | -4.72% | |
| 18 | IYM | Ishares U.s. Basic Materials | ETF-Other | 1.53% | +1.53% | NEW | |
| 19 | CLOI | Vaneck Clo ETF | ETF-Other | 1.53% | +1.53% | NEW | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.50% | -0.20% | +0.58% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.42% | — | -1.95% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.42% | -0.14% | -0.25% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.40% | +0.06% | +11.89% | |
| 24 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.37% | +1.37% | NEW | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.36% | -0.21% | -1.05% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.19% | +33.65% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.25% | — | +1.24% | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 1.22% | — | +1.94% | |
| 29 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.22% | -0.33% | -15.03% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.18% | — | — | |
| 31 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.17% | -0.20% | +2.72% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.27% | +46.54% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.12% | — | +0.24% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.10% | — | -0.30% | |
| 35 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.07% | -0.74% | -30.60% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | +0.48% | +133.01% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.91% | +0.91% | NEW | |
| 39 | IDHQ | Invesco S&p International De | ETF-Other | 0.86% | +0.86% | NEW | |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.82% | — | +3.70% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | — | -0.01% | |
| 42 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.75% | — | -2.90% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | — | -0.03% | |
| 44 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.69% | +0.69% | NEW | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.11% | +2.07% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | — | -0.19% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.63% | -0.14% | +2.75% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | — | -3.96% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.11% | +3.52% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | -0.15% | +2.73% |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+15.5%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1148 | $914.4M | 33 | |
| 2025-12-31 | 211 | $871.5M | 22 | |
| 2025-09-30 | 205 | $816.3M | 37 | |
| 2025-06-30 | 192 | $744.1M | 0 | |
| 2025-03-31 | 162 | $630.3M | 100 | |
| 2024-12-31 | 167 | $612.2M | 0 | |
| 2024-09-30 | 162 | $570.2M | 0 | |
| 2024-06-30 | 154 | $556.5M | 0 | |
| 2024-03-31 | 157 | $558.0M | 0 | |
| 2023-12-31 | 159 | $532.4M | 0 | |
| 2023-09-30 | 161 | $495.5M | 0 | |
| 2023-06-30 | 168 | $522.5M | 0 | |
| 2023-03-31 | 185 | $483.4M | 0 | |
| 2022-12-31 | 676 | $462.0M | 0 | |
| 2022-09-30 | 586 | $445.3M | 0 | |
| 2022-06-30 | 614 | $453.9M | 0 | |
| 2022-03-31 | 539 | $513.9M | 0 | |
| 2021-12-31 | 551 | $518.9M | 0 | |
| 2021-09-30 | 522 | $498.2M | 0 | |
| 2021-06-30 | 183 | $522.6M | 100 | |
| 2021-03-31 | 547 | $479.3M | 59 | |
| 2020-12-31 | 510 | $479.6M | — |
Destiny Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Fidelity Total Bond ETF (FBND); New buy: Jpmorgan Intl Bnd ETF (JPIB); New buy: Ishares U.s. Basic Materials (IYM); New buy: Vaneck Clo ETF (CLOI); New buy: Ishares 10+ Year Inv Gr CORP (IGLB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.5% | +133.01% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +315.54% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +46.54% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +33.65% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +77.17% | Add |
| 6 | MCD | Mcdonald's CORP | +0.1% | +252.03% | Add |
| 7 | AAPL | Apple INC | +0.1% | +10.63% | Add |
| 8 | WM | Waste Management INC | +0.1% | +267.42% | Add |
| 9 | USHY | Ishares Broad Usd High Yield | +0.1% | +11.89% | Add |
| 10 | NFLX | Netflix INC | +0.1% | +4.04% | Add |
| 11 | META | Meta Platforms Inc-class A | -0.1% | +3.52% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | -0.1% | +2.07% | Add |
| 13 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +2.75% | Add |
| 14 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.25% | Trim |
| 15 | AMD | Advanced Micro Devices | -0.2% | +2.73% | Add |
| 16 | CIBR | First Trust Nasdaq Cybersecu | -0.2% | +2.72% | Add |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | -0.2% | +0.58% | Add |
| 18 | SYK | Stryker CORP | -0.2% | -1.05% | Trim |
| 19 | AVEM | Avantis Emerging Markets Eq | -0.2% | -4.72% | Trim |
| 20 | NVDA | Nvidia CORP | -0.2% | +0.06% | Add |
| 21 | DFLV | Dim US Large Cap Value ETF | -0.3% | -2.00% | Trim |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | -0.3% | -2.05% | Trim |
| 23 | MSFT | Microsoft CORP | -0.3% | +11.76% | Add |
| 24 | RDDT | Reddit Inc-cl A | -0.3% | -12.81% | Trim |
| 25 | JBBB | Janus Henderson B-bbb Clo Et | -0.3% | -15.03% | Trim |
| 26 | AMZN | Amazon.com INC | -0.3% | +8.02% | Add |
| 27 | TSLA | Tesla INC | -0.4% | -0.12% | Trim |
| 28 | VOT | Vanguard Mid-cap Growth ETF | -0.5% | -98.63% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.45% | Trim |
| 30 | VUG | Vanguard Growth ETF | -0.7% | +1.29% | Add |
| 31 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.7% | -30.60% | Trim |
| 32 | VIGI | Vanguard Int Div App Indx Fd | -0.9% | -96.71% | Trim |
| 33 | BXSL | Blackstone Secured Lending F | -1% | -79.93% | Trim |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | -1.3% | EXIT | Sold out |
| 35 | VCLT | Vanguard Long-term CORP Bond | -1.4% | -99.88% | Trim |
| 36 | XLK | Ss Technology Select Sector | -1.8% | -74.54% | Trim |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | -2% | -99.61% | Trim |
| 38 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 39 | JPIB | Jpmorgan Intl Bnd ETF | — | NEW | New buy |
| 40 | IYM | Ishares U.s. Basic Materials | — | NEW | New buy |
| 41 | CLOI | Vaneck Clo ETF | — | NEW | New buy |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | — | NEW | New buy |
| 43 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 44 | IDHQ | Invesco S&p International De | — | NEW | New buy |
| 45 | PDI | Pimco Dynamic Income Fund | — | NEW | New buy |
| 46 | OKLO | Oklo INC | — | NEW | New buy |
| 47 | ETB | Eaton Vance T/m Buy-wrt INC | — | NEW | New buy |
| 48 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 49 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-16 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-19 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-10 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-26 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-27 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-20 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-28 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-27 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-22 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
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