Institutions / Destiny Wealth Partners, LLC
Destiny Wealth Partners, LLC
CIK 1844369 · Institution · as of Jun 30, 2026
Portfolio value
$708.85M
Positions
184
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$708.85M-18.7%Positions
184-12.8%Top holdings
Jun 30, 2026View all 184 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $43.76M | 6.2% |
| Dimensional ETF Trust | $40.21M | 5.7% |
| J P Morgan Exchange Traded F | $39.93M | 5.6% |
| Janus Detroit Str Tr | $36.51M | 5.2% |
| Dimensional ETF Trust | $28.98M | 4.1% |
| Alphabet Inc. | $20.73M | 2.9% |
| Amazon.com Inc | $20.63M | 2.9% |
| Apple Inc. | $16.69M | 2.4% |
| NVIDIA Corp | $15.44M | 2.2% |
| Doubleline ETF Trust | $15.14M | 2.1% |
| Global X Fds | $15.07M | 2.1% |
| American Centy ETF Tr | $14.79M | 2.1% |
| SPDR Series Trust | $14.46M | 2.0% |
| VanEck ETF Trust | $14.30M | 2.0% |
| SPDR Series Trust | $13.84M | 2.0% |
| Dimensional ETF Trust | $13.74M | 1.9% |
| iShares Tr | $13.57M | 1.9% |
| Virtus Seix Senior Loan ETF | $13.50M | 1.9% |
| Fidelity Merrimack Str Tr | $13.31M | 1.9% |
| Microsoft Corp | $12.49M | 1.8% |
| First Tr Exchange-Traded Fd | $12.25M | 1.7% |
| Morgan Stanley ETF Trust | $11.55M | 1.6% |
| Broadcom Inc. | $10.08M | 1.4% |
| Tesla Inc | $9.99M | 1.4% |
| Invesco Exch Traded Fd Tr II | $9.52M | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $36.15M | +424K +475.14% | 513,656 6.17% of portfolio | medium |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-21.80M | -124K -90.77% | 12,640 0.31% of portfolio | medium |
| Q2 2026 as of | Exit | 78467V848 Common stock | $-17.16M | -426K -100.00% | 0 | medium |
| Q2 2026 as of | New | 25861R881 Common stock | $15.14M | +610K | 610,353 2.14% of portfolio | medium |
| Q2 2026 as of | Exit | 316092873 Common stock | $-14.79M | -200K -100.00% | 0 | medium |
| Q2 2026 as of | New | 78464A540 Common stock | $14.46M | +69K | 69,454 2.04% of portfolio | medium |
| Q2 2026 as of | New | 92189H748 Common stock | $14.30M | +270K | 269,896 2.02% of portfolio | medium |
| Q2 2026 as of | New | 78464A870 Common stock | $13.84M | +94K | 94,172 1.95% of portfolio | medium |
| Q2 2026 as of | Exit | Stryker Corp Common stock | $-13.64M | -38K -100.00% | 0 | medium |
| Q2 2026 as of | New | 316188309 Common stock | $13.31M | +298K | 297,650 1.88% of portfolio | medium |