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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025211 pos · $871.5M
- 13F HOLDINGS REPORTQ/E Sep 2025205 pos · $816.3M
- 13F HOLDINGS REPORTQ/E Jun 2025192 pos · $744.1M
- 13F HOLDINGS REPORTQ/E Mar 2025162 pos · $630.3M
- 13F HOLDINGS REPORTQ/E Dec 2024167 pos · $612.2M
- 13F HOLDINGS REPORTQ/E Sep 2024162 pos · $570.2M
- 13F HOLDINGS REPORTQ/E Jun 2024154 pos · $556.5M
- 13F HOLDINGS REPORTQ/E Mar 2024157 pos · $558.0M
- 13F HOLDINGS REPORTQ/E Dec 2023161 pos · $495.5M
- 13F HOLDINGS REPORTQ/E Sep 2023168 pos · $522.5M
- 13F HOLDINGS REPORTQ/E Jun 2023185 pos · $483.4M
- 13F HOLDINGS REPORTQ/E Mar 2023676 pos · $462.0M
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% |