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CIK: 0001844369
Total reported value
$708.9M
$708.9M
162 檔
21.5%
As reported in its official Q1 2025 Form 13F filing, Destiny Wealth Partners, LLC's tracked investment portfolio stood at $708.9M with 162 total positions.
In Q1 2025, Destiny Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.78% | +1.33% | +262.35% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.85% | +1.85% | +11.74% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.57% | +1.71% | +2.27% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.22% | +1.16% | -1.27% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.70% | -0.05% | +3.22% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.52% | — | +1.88% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.45% | -1.36% | EXIT | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.38% | -0.01% | EXIT | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.15% | -0.20% | +3.25% | |
| 10 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.02% | -0.18% | +3.17% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.99% | -0.01% | +2.99% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.90% | -0.53% | +650.00% | |
| 13 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.88% | -0.26% | +6.60% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.79% | -0.33% | -0.11% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | +0.07% | +5.10% | |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.66% | -1.50% | EXIT | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.66% | +1.08% | -45.89% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.63% | +0.55% | +5.54% | |
| 19 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.57% | +0.02% | -20.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | +0.14% | -0.77% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.52% | — | — | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.48% | -0.38% | +0.10% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.46% | +0.51% | +4.99% | |
| 24 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.43% | +0.56% | +6.19% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.42% | +0.01% | — | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.42% | -0.21% | +6.65% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.39% | — | +5.14% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 1.16% | +0.52% | -10.42% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.15% | -0.03% | EXIT | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | -1.15% | -2.95% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.08% | — | EXIT | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.14% | -2.87% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.49% | +5.62% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.15% | +25.09% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.45% | -8.62% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.91% | — | EXIT | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.90% | — | — | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | +0.64% | +3.59% | |
| 39 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.88% | +0.20% | +8.20% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.20% | +22.26% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | — | +4.11% | |
| 42 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.84% | +0.30% | +3.69% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.80% | -0.16% | -0.56% | |
| 44 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.79% | — | EXIT | |
| 45 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.76% | -0.19% | +3.57% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.50% | EXIT | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.05% | +4.26% | |
| 48 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.68% | -0.21% | -35.39% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | +0.02% | +6.19% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | +0.02% | +6.22% |
According to official SEC Form 13F filings, Destiny Wealth Partners, LLC reported a total U.S. public equity portfolio value of $708.9M across 162 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, VUG, DFLV) accounted for 21.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
JAAA
市值: $42.8M
During Q1 2025, Destiny Wealth Partners, LLC's top holdings by market value included JAAA (6.8%)、VUG (4.8%)、DFLV (4.6%). The largest single position, JAAA, represented 6.8% of total portfolio value.
In Q1 2025, Destiny Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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