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CIK: 0001844369
Total reported value
$708.9M
$708.9M
1148 檔
25.3%
At the close of Q1 2026, Destiny Wealth Partners, LLC disclosed equity holdings valued at approximately $708.9M, spread across 1148 reported holdings.
In Q1 2026, Destiny Wealth Partners, LLC displayed an active expansion posture, initiating 114 new positions and adding to 47 existing holdings, outstripping position reductions.
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% | +1.16% | +1.60% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.32% | +1.85% | +1.29% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.96% | +1.71% | -2.00% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.82% | +1.33% | -2.05% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.01% | +1.08% | +0.97% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | -0.05% | +8.02% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.43% | +0.49% | -2.45% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.35% | — | +10.63% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.15% | +0.06% | |
| 10 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.86% | +0.04% | +1.65% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.86% | +0.02% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | +0.07% | +11.76% | |
| 13 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.63% | -0.35% | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.61% | -0.20% | -0.12% | |
| 15 | EVTR | Eaton Vance Total Return | ETF-Other | 1.61% | +0.02% | +0.39% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 1.57% | +0.56% | +0.29% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.54% | +0.55% | -4.72% | |
| 18 | IYM | Ishares U.s. Basic Materials | ETF-Other | 1.53% | -1.53% | EXIT | |
| 19 | CLOI | Vaneck Clo ETF | ETF-Other | 1.53% | +0.49% | — | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.50% | -1.50% | EXIT | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.42% | +0.52% | -1.95% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.42% | -0.33% | -0.25% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.40% | +0.51% | +11.89% | |
| 24 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.37% | -1.37% | EXIT | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.36% | -1.36% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -1.15% | +33.65% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.25% | +0.02% | +1.24% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.20% | +1.94% | |
| 29 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.22% | -0.26% | -15.03% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.18% | -0.53% | — | |
| 31 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.17% | +0.56% | +2.72% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.45% | +46.54% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.12% | +0.01% | +0.24% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.10% | -0.38% | -0.30% | |
| 35 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.07% | -0.14% | -30.60% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.14% | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | — | +133.01% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.91% | -0.20% | — | |
| 39 | IDHQ | Invesco S&p International De | ETF-Other | 0.86% | +0.48% | — | |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.82% | +0.19% | +3.70% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.14% | -0.01% | |
| 42 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.75% | +0.30% | -2.90% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.75% | EXIT | |
| 44 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.69% | -0.18% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.09% | +2.07% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | -0.16% | -0.19% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.64% | +2.75% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | +0.20% | -3.96% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.05% | +3.52% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.66% | +2.73% |
According to official SEC Form 13F filings, Destiny Wealth Partners, LLC reported a total U.S. public equity portfolio value of $708.9M across 1148 disclosed positions in Q1 2026.
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 JCPB, VUG, DFLV) accounted for 25.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
FBND
市值: $17.0M
Top Position Liquidated / Trimmed
SRLN
前期市值: $11.2M
During Q1 2026, Destiny Wealth Partners, LLC's top holdings by market value included JCPB (4.5%)、VUG (4.3%)、DFLV (4.0%). The largest single position, JCPB, represented 4.5% of total portfolio value.
In Q1 2026, Destiny Wealth Partners, LLC made 196 total portfolio adjustments, initiating 114 new buys, adding to 47 positions, trimming 32 holdings, and fully liquidating 3 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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