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CIK: 0001844369
Total reported value
$708.9M
$708.9M
192 檔
23.4%
In Q2 2025, Destiny Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $708.9M, distributed across 192 disclosed stock positions.
During Q2 2025, Destiny Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.92% | +1.33% | +2.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.86% | +1.85% | — | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.95% | +1.71% | +0.46% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.92% | -0.05% | +8.42% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.66% | +1.16% | +2.21% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.98% | +1.08% | +89.37% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | +0.07% | +16.83% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | -0.20% | +3.38% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.18% | — | +10.49% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.06% | -1.36% | EXIT | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.04% | -0.01% | EXIT | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.83% | -0.01% | +3.42% | |
| 13 | EVTR | Eaton Vance Total Return | ETF-Other | 1.76% | +0.02% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.15% | +48.16% | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.70% | -1.50% | EXIT | |
| 16 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.66% | -0.26% | +5.17% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.65% | +0.55% | +4.60% | |
| 18 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.61% | -0.18% | -0.98% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.60% | -0.33% | -0.10% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.57% | +0.56% | +8.07% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.47% | -0.53% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.20% | +16.10% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.38% | +0.02% | +1.91% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.49% | +44.15% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.32% | +0.51% | +5.09% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.29% | -0.21% | +8.47% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.27% | -0.38% | +1.35% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.26% | — | +5.83% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | +0.14% | +5.09% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.23% | +0.01% | +1.46% | |
| 31 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.19% | -0.14% | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.17% | — | EXIT | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.14% | +0.64% | +4.35% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | -1.15% | -1.49% | |
| 35 | DFIV | Dimensional International Va | ETF-Other | 1.05% | +0.52% | -2.00% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.99% | -0.03% | EXIT | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.98% | -0.50% | EXIT | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.94% | — | EXIT | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.05% | +21.18% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.92% | -0.09% | +5.23% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.14% | -1.27% | |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.84% | +0.19% | +203.95% | |
| 43 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.82% | +0.30% | +3.31% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.82% | +0.20% | +9.06% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.45% | -8.69% | |
| 46 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.79% | -0.21% | -4.61% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.77% | +0.02% | +7.27% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.20% | +47.58% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.75% | -0.16% | -0.38% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | +0.13% | +142.33% |
According to official SEC Form 13F filings, Destiny Wealth Partners, LLC reported a total U.S. public equity portfolio value of $708.9M across 192 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JAAA, VUG, DFLV) accounted for 23.4% of total reported equity market value during Q2 2025.
During Q2 2025, Destiny Wealth Partners, LLC's top holdings by market value included JAAA (5.9%)、VUG (4.9%)、DFLV (4.0%). The largest single position, JAAA, represented 5.9% of total portfolio value.
In Q2 2025, Destiny Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 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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