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CIK: 0001844369
Total reported value
$708.9M
$708.9M
211 檔
26.2%
During the Q4 2025 filing period, Destiny Wealth Partners, LLC (CIK: 0001844369) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $708.9M across 211 reported positions.
In Q4 2025, Destiny Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.99% | +1.85% | +6.80% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.67% | +1.16% | +44.51% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.24% | +1.71% | +6.38% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.13% | +1.33% | -22.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | -0.05% | -4.63% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.21% | +1.08% | +1.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | +0.49% | -0.80% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | -0.20% | +98.68% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.15% | +3.09% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.24% | — | -13.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | +0.07% | +4.31% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.98% | -0.20% | +1.30% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.97% | -0.01% | EXIT | |
| 14 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.94% | +0.04% | +3525.53% | |
| 15 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.81% | -0.14% | +1.71% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.75% | +0.55% | -0.25% | |
| 17 | EVTR | Eaton Vance Total Return | ETF-Other | 1.71% | +0.02% | +4.11% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.70% | -1.50% | EXIT | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.65% | +0.56% | +5445.12% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.57% | -1.36% | EXIT | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.33% | +2.36% | |
| 22 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.55% | -0.26% | +1.74% | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 1.51% | +0.52% | +34.67% | |
| 24 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.44% | — | EXIT | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.37% | +0.56% | +5.38% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.34% | +0.51% | +4.26% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.33% | +0.02% | +4.57% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.20% | +0.93% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.28% | — | +5.15% | |
| 30 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.26% | -0.18% | +1.41% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.25% | -0.53% | — | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.18% | +0.01% | +4.14% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.16% | -0.38% | +0.02% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | -1.15% | -0.81% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | +0.14% | -1.00% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.97% | -0.03% | EXIT | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.45% | +12.81% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.84% | +0.30% | -3.17% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.14% | +0.05% | |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.83% | +0.19% | +12.03% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.79% | -0.75% | EXIT | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.77% | +0.64% | +7.21% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.09% | +1.54% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | +0.66% | — | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.71% | -0.16% | -1.80% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.05% | +5.05% | |
| 47 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.69% | -0.21% | -1.99% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.66% | +0.20% | -5.72% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.58% | +0.19% | -1.30% | |
| 50 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.58% | +0.19% | +0.51% |
According to official SEC Form 13F filings, Destiny Wealth Partners, LLC reported a total U.S. public equity portfolio value of $708.9M across 211 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VUG, JCPB, DFLV) accounted for 26.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCLT
市值: $12.6M
Top Position Liquidated / Trimmed
BIV
前期市值: $8.8M
During Q4 2025, Destiny Wealth Partners, LLC's top holdings by market value included VUG (5.0%)、JCPB (4.7%)、DFLV (4.2%). The largest single position, VUG, represented 5.0% of total portfolio value.
In Q4 2025, Destiny Wealth Partners, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 4 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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