Destiny Wealth Partners, LLC

CIK 0001844369 · TAVARES, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Destiny Wealth Partners, LLC reported 186 positions worth $708.9M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VUG (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$708.9M
2026 Q2
Positions
186
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.2%
Est. Net Flow (Q)
2026 Q2
10 / 186 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$43.8M6.17%513,656
2DFLVDIMENSIONAL ETF TRUSTSH$40.2M5.67%988,557
3JCPBJ P MORGAN EXCHANGE TRADED FSH$39.9M5.63%864,714
4JAAAJANUS DETROIT STR TRSH$36.5M5.15%722,899
5DFAXDIMENSIONAL ETF TRUSTSH$29.0M4.09%793,729
6GOOGLALPHABET INCSH$20.7M2.92%58,200
7AMZNAMAZON COM INCSH$20.6M2.91%75,967
8AAPLAPPLE INCSH$16.7M2.35%54,016
9NVDANVIDIA CORPORATIONSH$15.4M2.18%76,905
10DSCODOUBLELINE ETF TRUSTSH$15.1M2.14%610,353

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Destiny Wealth Partners, LLC hold as of Q2 2026?

Destiny Wealth Partners, LLC reported 186 positions worth $708.9M in its Q2 2026 13F filing. Largest positions: VUG (6.2%), DFLV (5.7%), JCPB (5.6%), JAAA (5.1%) and DFAX (4.1%).

What did Destiny Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Destiny Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.