Institutional Manager · CIK 0001844369

Destiny Wealth Partners, LLC

TAVARES, FL · File #028-20570

Latest AUM

$871.5M

Positions

211

Top-10 Concentration

41.2%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VIRTUS ETF TR II	92790A405	+706,339	+$16.5M	-$5,149
ADD	GLOBAL X FDS	37954Y673	+276,721	+$14.1M	+$17,736
REDUCE	SELECT SECTOR SPDR TR	81369Y605	-249,693	-$13.3M	-$123,331
NEW	VANGUARD SCOTTSDALE FDS	92206C813	+163,615	+$12.6M	$0
ADD	J P MORGAN EXCHANGE TRADED F	46641Q670	+263,323	+$12.5M	+$5,921
REDUCE	JANUS DETROIT STR TR	47103U845	-205,691	-$10.4M	-$9,156
ADD	SELECT SECTOR SPDR TR	81369Y803	+68,035	+$9.9M	-$9.4M
EXITED	VANGUARD BD INDEX FDS	921937819	-113,101	-$8.8M	$0
EXITED	J P MORGAN EXCHANGE TRADED F	46641Q332	-132,953	-$7.6M	$0
NEW	VANGUARD SCOTTSDALE FDS	92206C771	+145,201	+$6.9M	$0

Sector Allocation

Technology

10.9%$94.8M

Consumer Discretionary

5.4%$47.3M

Financials

3.3%$28.6M

Healthcare

2.1%$18.6M

Communication Services

1.8%$16.0M

0.3%$2.7M

0.2%$2.0M

0.2%$1.9M

0.0%$376,765

Filing History

Feb 3, 202613F HOLDINGS REPORTQ/E Dec 2025211 pos · $871.5M
Oct 6, 202513F HOLDINGS REPORTQ/E Sep 2025205 pos · $816.3M
Jul 16, 202513F HOLDINGS REPORTQ/E Jun 2025192 pos · $744.1M
Apr 14, 202513F HOLDINGS REPORTQ/E Mar 2025162 pos · $630.3M
Jan 24, 202513F HOLDINGS REPORTQ/E Dec 2024167 pos · $612.2M
Oct 15, 202413F HOLDINGS REPORTQ/E Sep 2024162 pos · $570.2M
Jul 25, 202413F HOLDINGS REPORTQ/E Jun 2024154 pos · $556.5M
Apr 9, 202413F HOLDINGS REPORTQ/E Mar 2024157 pos · $558.0M
Oct 10, 202313F HOLDINGS REPORTQ/E Dec 2023161 pos · $495.5M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908736	89,310	$43.5M	5.98%
2	J P MORGAN EXCHANGE TRADED F	46641Q670	854,904	$40.7M	5.59%
3	DIMENSIONAL ETF TRUST	25434V666	1,035,634	$37.0M	5.09%
4	JANUS DETROIT STR TR	47103U845	708,253	$36.0M	4.95%
5	AMAZON COM INC	AMZN	120,319	$28.7M	3.95%
6	DIMENSIONAL ETF TRUST	25434V880	803,301	$27.9M	3.84%
7	ALPHABET INC	GOOG	79,264	$26.4M	3.63%
8	SELECT SECTOR SPDR TR	81369Y803	136,980	$20.0M	2.75%
9	NVIDIA CORPORATION	NVDA	106,284	$19.8M	2.73%
10	APPLE INC	AAPL	76,502	$19.5M	2.69%
11	MICROSOFT CORP	MSFT	37,296	$17.5M	2.41%
12	TESLA INC	TSLA	39,710	$17.3M	2.38%
13	SSGA ACTIVE ETF TR	78467V848	425,508	$17.2M	2.36%
14	VIRTUS ETF TR II	92790A405	726,374	$16.9M	2.33%
15	VANECK ETF TRUST	92189F601	105,975	$15.7M	2.16%
16	AMERICAN CENTY ETF TR	025072604	183,631	$15.3M	2.10%
17	MORGAN STANLEY ETF TRUST	MS-PQ	288,656	$14.9M	2.05%
18	FIDELITY COVINGTON TRUST	316092873	199,633	$14.8M	2.03%
19	GLOBAL X FDS	37954Y673	281,803	$14.4M	1.98%
20	STRYKER CORPORATION	SYK	38,212	$13.6M	1.88%