Destiny Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Destiny Wealth Partners, LLC held in its portfolio 205 assets valued at $871,484,478 (i.e. $871.48M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($43.47M), J P MORGAN EXCHANGE TRADED F ($40.66M), and DIMENSIONAL ETF TRUST ($36.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 205 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Destiny Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 89310 | 43474185 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 854904 | 40659216 | CORE PLUS BD ETF |
| DIMENSIONAL ETF TRUST | 1035634 | 36982491 | US LARGE CAP VAL |
| JANUS DETROIT STR TR | 708253 | 35957985 | HENDRSON AAA CL |
| AMAZON COM INC | 120319 | 28686456 | COM |
| DIMENSIONAL ETF TRUST | 803301 | 27946836 | WORLD EX US CORE |
| ALPHABET INC | 79264 | 26415434 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 136980 | 20009988 | STATE STREET TEC |
| NVIDIA CORPORATION | 106284 | 19818847 | COM |
| APPLE INC | 76502 | 19539417 | COM |
| MICROSOFT CORP | 37296 | 17539586 | COM |
| TESLA INC | 39710 | 17281624 | COM |
| SSGA ACTIVE ETF TR | 425508 | 17156473 | STATE STREET DOU |
| VIRTUS ETF TR II | 726374 | 16948484 | SEIX SR LN ETF |
| VANECK ETF TRUST | 105975 | 15738317 | URANIUM AND NUCL |
| AMERICAN CENTY ETF TR | 183631 | 15259717 | AVANTIS EMGMKT |
| SPDR SERIES TRUST | 205181 | 14995232 | STATE STREET SPD |
| MORGAN STANLEY ETF TRUST | 288656 | 14937968 | EATON VANCE TOTA |
| FIDELITY COVINGTON TRUST | 199633 | 14792792 | MSCI COMMNTN SVC |
| GLOBAL X FDS | 281803 | 14405760 | US INFR DEV ETF |
| STRYKER CORPORATION | 38212 | 13640834 | COM |
| VANGUARD SPECIALIZED FUNDS | 60352 | 13553895 | DIV APP ETF |
| JANUS DETROIT STR TR | 280791 | 13536936 | B-BBB CLO ETF |
| DIMENSIONAL ETF TRUST | 251244 | 13172732 | INTERNATNAL VAL |
| VANGUARD SCOTTSDALE FDS | 163615 | 12572190 | LG-TERM COR BD |
| FIRST TR EXCHANGE TRADED FD | 165513 | 11931818 | NASDAQ CYB ETF |
| ISHARES TR | 309604 | 11662780 | BROAD USD HIGH |
| VANECK ETF TRUST | 392275 | 11611341 | FALLEN ANGEL HG |
| BROADCOM INC | 35290 | 11463999 | COM |
| SSGA ACTIVE ETF TR | 270386 | 11156144 | STATE STREET BLA |
| BLACKSTONE SECD LENDING FD | 421826 | 10980126 | COMMON STOCK |
| BERKSHIRE HATHAWAY INC DEL | 15 | 10896300 | CL A |
| SCHWAB STRATEGIC TR | 409397 | 10251304 | INT-TRM U.S TRES |
| INVESCO QQQ TR | 15470 | 9675955 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 18170 | 8784650 | CL B NEW |
| VANGUARD WHITEHALL FDS | 90431 | 8442659 | INTL DVD ETF |
| SPDR S&P 500 ETF TR | 10946 | 7582623 | TR UNIT |
| GOLDMAN SACHS ETF TR | 163326 | 7330081 | ACTIVEBETA EME |
| VANGUARD WHITEHALL FDS | 48900 | 7257300 | HIGH DIV YLD |
| VANECK ETF TRUST | 283680 | 7250863 | IG FLOATING RATE |
| VANGUARD SCOTTSDALE FDS | 145201 | 6865092 | MTG-BKD SECS ETF |
| CROWDSTRIKE HLDGS INC | 14280 | 6687752 | CL A |
| PALANTIR TECHNOLOGIES INC | 39608 | 6633152 | CL A |
| ADVANCED MICRO DEVICES INC | 24940 | 6267671 | COM |
| VANGUARD INTL EQUITY INDEX F | 42377 | 6180262 | TT WRLD ST ETF |
| META PLATFORMS INC | 9052 | 6086397 | CL A |
| REDDIT INC | 28150 | 6013685 | CL A |
| PGIM ETF TR | 114756 | 5710259 | PGIM ULTRA SH BD |
| CAPITAL GROUP GROWTH ETF | 113229 | 5087400 | SHS CREATION UNI |
| SPDR INDEX SHS FDS | 63556 | 5039351 | PORTFLI MSCI GBL |
| UBER TECHNOLOGIES INC | 58751 | 4816407 | COM |
| VANGUARD MALVERN FDS | 95845 | 4747199 | STRM INFPROIDX |
| J P MORGAN EXCHANGE TRADED F | 67907 | 4619058 | SMALL & MID CAP |
| VANGUARD INDEX FDS | 16030 | 4544298 | MCAP GR IDXVIP |
| J P MORGAN EXCHANGE TRADED F | 69370 | 4482695 | US QUALTY FCTR |
| JANUS DETROIT STR TR | 87633 | 4027613 | HENDERSON MTG |
| VANGUARD INDEX FDS | 14389 | 3942503 | SMALL CP ETF |
| NETFLIX INC | 45562 | 3904663 | COM |
| VANGUARD INDEX FDS | 12462 | 3735611 | MID CAP ETF |
| ISHARES TR | 14293 | 3131739 | RUS 1000 VAL ETF |
| SPDR GOLD TR | 6519 | 3029379 | GOLD SHS |
| ISHARES TR | 16294 | 2865375 | ISHARES BIOTECH |
| FIRST TR EXCHANGE-TRADED FD | 55512 | 2780589 | FST LOW OPPT EFT |
| ISHARES TR | 49255 | 2512498 | FLTG RATE NT ETF |
| ALPHABET INC | 6947 | 2317450 | CAP STK CL C |
| ISHARES TR | 14732 | 2233519 | CORE S&P TTL STK |
| ISHARES TR | 30209 | 2198295 | FUTURE EXPONENTI |
| FIDELITY COMWLTH TR | 22850 | 2121394 | NASDAQ COMPSIT |
| VANGUARD INDEX FDS | 3129 | 1993455 | S&P 500 ETF SHS |
| ISHARES TR | 2572 | 1789897 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 8183 | 1622362 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 22822 | 1574976 | TOTAL WLD BD ETF |
| ISHARES TR | 11653 | 1493215 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 4666 | 1489897 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 6583 | 1442796 | EXTEND MKT ETF |
| FIRST TR EXCHANGE-TRADED FD | 5032 | 1340978 | DJ INTERNT IDX |
| EXXON MOBIL CORP | 9778 | 1318443 | COM |
| PIMCO ETF TR | 28893 | 1316943 | MUNI INCOME OPP |
| JPMORGAN CHASE & CO. | 4184 | 1259551 | COM |
| VANGUARD INTL EQUITY INDEX F | 15299 | 1189803 | ALLWRLD EX US |
| INVESCO EXCHANGE TRADED FD T | 8618 | 1173378 | BUYBACK ACHIEV |
| WALMART INC | 9917 | 1166636 | COM |
| VANGUARD TAX-MANAGED FDS | 17533 | 1158581 | VAN FTSE DEV MKT |
| ABBVIE INC | 5055 | 1115992 | COM |
| ISHARES TR | 15900 | 1106799 | CORE S&P MCP ETF |
| ISHARES TR | 11152 | 1065239 | MSCI USA MIN VOL |
| STRATEGY SHS | 20766 | 1030617 | DAY HAGAN SMART |
| SPROTT ASSET MANAGEMENT LP | 29290 | 1022514 | PHYSICAL SILVER |
| SELECT SECTOR SPDR TR | 18422 | 983919 | STATE STREET FIN |
| ISHARES TR | 4727 | 963032 | MSCI USA QLT FCT |
| MARRIOTT INTL INC NEW | 2952 | 934809 | CL A |
| BLACKROCK ETF TRUST II | 41185 | 922338 | SHORT DURATION H |
| ISHARES TR | 5923 | 895143 | ESG AWR MSCI USA |
| GOLDMAN SACHS ETF TR | 19798 | 882001 | ACTIVEBETA INT |
| SELECT SECTOR SPDR TR | 8130 | 878767 | STATE STREET CON |
| VISA INC | 2608 | 856541 | COM CL A |
| ISHARES TR | 2154 | 850205 | RUSSELL 3000 ETF |
| ELI LILLY & CO | 797 | 847012 | COM |
| PIMCO ETF TR | 15973 | 842416 | INTER MUN BD ACT |
| OREILLY AUTOMOTIVE INC | 8295 | 831491 | COM |
| GOLDMAN SACHS GROUP INC | 879 | 819105 | COM |
| DBX ETF TR | 16260 | 806821 | XTRACK MSCI EAFE |
| HCA HEALTHCARE INC | 1580 | 746360 | COM |
| VANGUARD INDEX FDS | 3282 | 736448 | SM CP VAL ETF |
| WISDOMTREE TR | 6120 | 734591 | US AI ENHANCED |
| QUEST DIAGNOSTICS INC | 4000 | 730120 | COM |
| ISHARES TR | 2649 | 699414 | RUSSELL 2000 ETF |
| ISHARES TR | 6893 | 692471 | RUS MID CAP ETF |
| TRANE TECHNOLOGIES PLC | 1709 | 673619 | SHS |
| CHEVRON CORP NEW | 3986 | 667639 | COM |
| RTX CORPORATION | 3413 | 662502 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16588 | 655558 | NO AMER ENERGY |
| VANGUARD INDEX FDS | 1740 | 595208 | TOTAL STK MKT |
| BLACKROCK INC | 506 | 567499 | COM |
| SELECT SECTOR SPDR TR | 4815 | 567063 | STATE STREET COM |
| NUVEEN AMT FREE QLTY MUN INC | 47943 | 551345 | COM |
| HOME DEPOT INC | 1424 | 550315 | COM |
| COSTCO WHSL CORP NEW | 560 | 547495 | COM |
| DIMENSIONAL ETF TRUST | 13326 | 543701 | US CORE EQUITY 2 |
| ISHARES TR | 1136 | 535260 | RUS 1000 GRW ETF |
| BANK AMERICA CORP | 10103 | 525582 | COM |
| INTERNATIONAL BUSINESS MACHS | 1687 | 499909 | COM |
| VANGUARD WELLINGTON FD | 3129 | 495540 | US QUALITY |
| VANGUARD INTL EQUITY INDEX F | 5037 | 490906 | FTSE PACIFIC ETF |
| CATERPILLAR INC | 754 | 479484 | COM |
| ISHARES TR | 20533 | 473594 | US TREAS BD ETF |
| ISHARES TR | 5881 | 464246 | US SML CAP EQT |
| BLACKSTONE INC | 3056 | 458614 | COM |
| SELECT SECTOR SPDR TR | 2735 | 449579 | STATE STREET IND |
| ISHARES TR | 4784 | 448978 | CORE MSCI EAFE |
| MCDONALDS CORP | 1432 | 448162 | COM |
| LOCKHEED MARTIN CORP | 763 | 443727 | COM |
| PEPSICO INC | 3024 | 441083 | COM |
| CISCO SYS INC | 5677 | 437158 | COM |
| SCHWAB STRATEGIC TR | 16190 | 430816 | US TIPS ETF |
| SPDR INDEX SHS FDS | 6269 | 430555 | S&P EMKTSC ETF |
| FIRST TR EXCHANGE-TRADED FD | 1938 | 425876 | NY ARCA BIOTECH |
| UNITED PARCEL SERVICE INC | 3905 | 417718 | CL B |
| JOHNSON & JOHNSON | 1854 | 410539 | COM |
| ASML HOLDING N V | 285 | 402805 | N Y REGISTRY SHS |
| GRAYSCALE BITCOIN TRUST ETF | 5856 | 400023 | SHS REP COM UT |
| VANGUARD INDEX FDS | 2139 | 396293 | MCAP VL IDXVIP |
| BLUE OWL TECHNOLOGY FIN CORP | 28581 | 387273 | COMMON STOCK |
| ISHARES TR | 5754 | 382123 | CORE 60/40 BALAN |
| ISHARES SILVER TR | 3866 | 380182 | ISHARES |
| MERCK & CO INC | 3539 | 380062 | COM |
| SCHWAB STRATEGIC TR | 13389 | 378641 | FUNDAMENTAL US L |
| LINDE PLC | 828 | 376765 | SHS |
| ROYAL CARIBBEAN GROUP | 1271 | 372594 | COM |
| PALO ALTO NETWORKS INC | 1995 | 367519 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1515 | 363948 | SHS |
| FIDELITY COVINGTON TRUST | 5169 | 352164 | LOW VOLITY ETF |
| ISHARES TR | 1366 | 350994 | MSCI USA MMENTM |
| FIRST TR EXCHANGE TRADED FD | 1980 | 346817 | TECH ALPHADEX |
| GBANK FINL HLDGS INC | 10285 | 346605 | COM |
| PHILIP MORRIS INTL INC | 1960 | 344490 | COM |
| INVESCO EXCHANGE TRADED FD T | 2811 | 339372 | S&P 100 EQL WIGH |
| VANGUARD INTL EQUITY INDEX F | 5896 | 335659 | FTSE EMR MKT ETF |
| DARDEN RESTAURANTS INC | 1691 | 332163 | COM |
| VANGUARD INSTL INDEX FD | 4377 | 330901 | 0-3 MO TREAS BIL |
| VANECK ETF TRUST | 3050 | 326838 | MRNGSTR WDE MOAT |
| ISHARES TR | 9131 | 320681 | LATN AMER 40 ETF |
| SCHWAB CHARLES CORP | 3072 | 316240 | COM |
| ISHARES TR | 3128 | 314270 | MSCI EAFE ETF |
| DIREXION SHS ETF TR | 5128 | 311270 | DLY SCOND 3XBU |
| SELECT SECTOR SPDR TR | 1912 | 302287 | STATE STREET HEA |
| DISNEY WALT CO | 2695 | 299976 | COM |
| ISHARES TR | 3954 | 293505 | CORE MSCI EURO |
| THERMO FISHER SCIENTIFIC INC | 467 | 292632 | COM |
| FIRST TR EXCHANGE TRADED FD | 2959 | 292446 | NASD TECH DIV |
| INTUIT | 513 | 288188 | COM |
| JANUS DETROIT STR TR | 5491 | 287179 | HENDERSON SECURI |
| VANGUARD INTL EQUITY INDEX F | 1866 | 286845 | FTSE SMCAP ETF |
| WASTE MGMT INC DEL | 1234 | 284129 | COM |
| COCA COLA CO | 3803 | 275938 | COM |
| VANGUARD INDEX FDS | 857 | 275894 | SML CP GRW ETF |
| AT&T INC | 11758 | 275727 | COM |
| ISHARES TR | 4982 | 259313 | USD INV GRDE ETF |
| QUANTA SVCS INC | 546 | 257040 | COM |
| TOWER SEMICONDUCTOR LTD | 2000 | 254100 | SHS NEW |
| ACCENTURE PLC IRELAND | 903 | 253481 | SHS CLASS A |
| ISHARES TR | 1802 | 251613 | RUS MD CP GR ETF |
| UNITEDHEALTH GROUP INC | 699 | 245796 | COM |
| ISHARES GOLD TR | 2511 | 238997 | ISHARES NEW |
| ISHARES TR | 4017 | 237686 | MSCI EMG MKT ETF |
| SALESFORCE INC | 1022 | 234447 | COM |
| NUSHARES ETF TR | 6058 | 231840 | NUVEEN ESG EMRGN |
| ISHARES TR | 3914 | 230691 | MRGSTR SM CP GR |
| REPUBLIC SVCS INC | 1022 | 223900 | COM |
| FIRST TR EXCHANGE TRADED FD | 3672 | 223258 | FINLS ALPHADEX |
| ISHARES TR | 4749 | 221921 | CORE UNIVRSL USD |
| MASTERCARD INCORPORATED | 412 | 217272 | CL A |
| PROCTER AND GAMBLE CO | 1445 | 215999 | COM |
| ISHARES INC | 2965 | 215259 | CORE MSCI EMKT |
| ISHARES TR | 1727 | 209623 | SP SMCP600VL ETF |
| GLOBAL X FDS | 5521 | 209577 | RBTCS ARTFL INTE |
| ISHARES TR | 1442 | 208730 | MSCI USA VALUE |
| VANGUARD SCOTTSDALE FDS | 3500 | 205695 | SHORT TERM TREAS |
| ALPS ETF TR | 4160 | 205213 | ALERIAN MLP |
| ARISTA NETWORKS INC | 1401 | 201352 | COM SHS |
| NEWMONT CORP | 1596 | 200968 | COM |
| ALPHATEC HLDGS INC | 10000 | 156800 | COM NEW |
| LLOYDS BANKING GROUP PLC | 14840 | 84440 | SPONSORED ADR |
| TELA BIO INC | 52500 | 50715 | COM |
| HIVE DIGITAL TECHNOLOGIES LT | 10008 | 30324 | COM NEW |
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