Q2 2026 13F · SEC CIK 1844369

Destiny Wealth Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $708.8M
Reported positions: 184
Top holdings a year, 3 yrs: +10.7%
Assets under management: $947.3M

Destiny Wealth Partners, LLC is a wealth manager that reported 184 positions worth $708.8M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Index Fds (VUG, 6.2%), Dimensional ETF Trust (DFLV, 5.7%), J P Morgan Exchange Traded F (JCPB, 5.6%). A portfolio copying its top holdings returned 10.7% a year over the last 3 years, against 20.4% for the S&P 500.

Destiny Wealth Partners, LLC holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Destiny Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	6.2%	4.3%	513,656	+467.8%	$43.8M
DFLVDimensional ETF Trust	5.7%	4.0%	988,557	-2.6%	$40.2M
JCPBJ P Morgan Exchange Traded F	5.6%	4.5%	864,714	-0.4%	$39.9M
JAAAJanus Detroit Str Tr	5.2%	3.8%	722,899	+4.2%	$36.5M
DFAXDimensional ETF Trust	4.1%	3.0%	793,729	-2.1%	$29.0M
GOOGLAlphabet Inc	2.9%	2.4%	58,200	-24.7%	$20.7M
AMZNAmazon Com Inc	2.9%	3.0%	75,967	-41.5%	$20.6M
AAPLApple Inc	2.4%	2.3%	54,016	-36.2%	$16.7M
NVDANvidia Corporation	2.2%	2.0%	76,905	-27.7%	$15.4M
DSCODoubleline ETF Trust	2.1%	—	610,353	—	$15.1M
PAVEGlobal X U.s. Infrastructure Development	2.1%	1.6%	267,397	-5.4%	$15.1M
AVEMAmerican Centy ETF Tr	2.1%	1.5%	165,221	-5.6%	$14.8M
XTLSpdr Series Trust	2.0%	—	69,454	—	$14.5M
CLOIVaneck Clo ETF	2.0%	1.5%	269,896	+2.0%	$14.3M
XBISpdr Series Trust	2.0%	—	94,172	—	$13.8M
DFIVDimensional ETF Trust	1.9%	1.4%	239,939	-2.6%	$13.7M
USHYiShares Broad USD High Yield Corporate B	1.9%	1.4%	369,017	+6.5%	$13.6M
SEIXVirtus ETF Tr II	1.9%	1.9%	582,615	-21.1%	$13.5M
FBNDFidelity Merrimack Str Tr	1.9%	1.9%	297,650	-20.1%	$13.3M
MSFTMicrosoft Corp	1.8%	1.7%	26,866	-35.5%	$12.5M
CIBRFirst Tr Exchange-Traded Fd	1.7%	1.2%	133,375	-21.6%	$12.2M
EVTRMorgan Stanley ETF Trust	1.6%	1.6%	231,605	-20.1%	$11.6M
AVGOBroadcom Inc	1.4%	1.2%	25,899	-28.0%	$10.1M
TSLATesla Inc	1.4%	1.6%	32,107	-19.0%	$10.0M
IDHQInvesco Exch Traded Fd Tr II	1.3%	0.9%	217,494	-2.7%	$9.5M
JPIBJ P Morgan Exchange Traded F	1.3%	1.6%	189,248	-39.3%	$9.1M
CRWDCrowdstrike Hldgs Inc	1.3%	0.6%	47,177	+221.5%	$9.0M
ANGLVaneck ETF Trust	1.3%	1.2%	310,481	-21.8%	$9.0M
AMDAdvanced Micro Devices Inc	1.2%	0.6%	18,265	-28.7%	$8.7M
SCHRSchwab Strategic Tr	1.1%	1.1%	329,251	-19.8%	$8.0M
VIGVanguard Specialized Funds	1.1%	1.4%	32,419	-46.1%	$7.8M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.0%	15,097	-16.9%	$7.7M
GEMGoldman Sachs ETF Tr	1.1%	0.7%	152,372	-3.9%	$7.5M
FLTRVaneck ETF Trust	1.0%	0.8%	280,947	-4.5%	$7.2M
JBBBJanus Detroit Str Tr	1.0%	1.2%	143,364	-39.9%	$6.8M
NLRVaneck ETF Trust	0.9%	1.1%	61,542	-16.3%	$6.6M
VOVanguard Index Fds	0.9%	0.9%	79,792	+174.8%	$6.5M
PULSPgim ETF Tr	0.8%	0.6%	114,212	+3.6%	$5.7M
SDYSpdr Ser Tr	0.7%	1.1%	33,022	-52.1%	$5.1M
PYLDPimco ETF Tr	0.7%	0.9%	192,418	-39.4%	$5.0M
SPGMSpdr Index Shs Fds	0.7%	—	58,627	—	$5.0M
CGGRCapital Group Growth ETF	0.7%	—	110,311	—	$4.9M
JQUAJpmorgan U.s. Quality Factor ETF	0.7%	—	68,387	—	$4.9M
SPYState Str Spdr S&p 500 ETF T	0.7%	1.1%	6,554	-59.1%	$4.9M
JMEEJ P Morgan Exchange Traded F	0.7%	—	62,829	—	$4.8M
VTIPVanguard Malvern Fds	0.7%	—	96,002	—	$4.8M
VYMVanguard Whitehall Fds	0.7%	0.8%	28,505	-41.7%	$4.6M
BRK-ABerkshire Hathaway Inc Del	0.6%	1.2%	6	-60.0%	$4.6M
JMBSJanus Detroit Str Tr	0.6%	—	91,197	—	$4.0M
PLTRPalantir Technologies Inc	0.6%	0.6%	32,363	-19.9%	$4.0M

What Destiny Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+467.8% shares
CRWD Crowdstrike Hldgs Inc+221.5% shares
VO Vanguard Index Fds+174.8% shares
USHY iShares Broad USD High Yield Corporate B+6.5% shares

Reduced

BRK-A Berkshire Hathaway Inc Del-60.0% shares
SPY State Str Spdr S&p 500 ETF T-59.1% shares
SDY Spdr Ser Tr-52.1% shares
VIG Vanguard Specialized Funds-46.1% shares
VYM Vanguard Whitehall Fds-41.7% shares
AMZN Amazon Com Inc-41.5% shares
JBBB Janus Detroit Str Tr-39.9% shares
PYLD Pimco ETF Tr-39.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +20.1%
3 years: +10.7% /yr; S&P 500 +20.4%
5 years: +3.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$708.8M	184
Q1 2026	$914.4M	1,148
Q4 2025	$871.5M	211
Q3 2025	$816.3M	205
Q2 2025	$744.1M	192
Q1 2025	$630.3M	162
Q4 2024	$612.2M	167
Q3 2024	$570.2M	162
Q2 2024	$556.5M	154
Q1 2024	$558.0M	157
Q4 2023	$532.4M	159
Q3 2023	$495.5M	161

Questions about Destiny Wealth Partners, LLC's portfolio

What stocks does Destiny Wealth Partners, LLC own?

Destiny Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 184 positions worth $708.8M. The largest are Vanguard Index Fds (VUG) at 6.2%, Dimensional ETF Trust (DFLV) at 5.7%, J P Morgan Exchange Traded F (JCPB) at 5.6%, Janus Detroit Str Tr (JAAA) at 5.2% and Dimensional ETF Trust (DFAX) at 4.1%.

What did Destiny Wealth Partners, LLC buy last quarter?

In Q2 2026, Destiny Wealth Partners, LLC added Vanguard Index Fds (VUG) (+467.8% shares), Crowdstrike Hldgs Inc (CRWD) (+221.5% shares) and Vanguard Index Fds (VO) (+174.8% shares), compared with its Q1 2026 filing.

What did Destiny Wealth Partners, LLC sell last quarter?

In Q2 2026, Destiny Wealth Partners, LLC cut from its top 50 Ishares Tr (IYM), cut from its top 50 Fidelity Covington Trust (FCOM), cut from its top 50 Ishares Tr (IGLB), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Invesco Qqq Tr (QQQ), Berkshire Hathaway Inc Del (BRK-A) (-60.0% shares), State Str Spdr S&p 500 ETF T (SPY) (-59.1% shares) and Spdr Ser Tr (SDY) (-52.1% shares), compared with its Q1 2026 filing.

How has Destiny Wealth Partners, LLC's portfolio performed?

A portfolio copying Destiny Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +3.9% a year against +11.6%.

When is Destiny Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Destiny Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Destiny Wealth Partners, LLC manage?

Destiny Wealth Partners, LLC reported $947.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $708.8M.