Destiny Wealth Partners, LLC
Sector Allocation
- Other73.2%$519.1M
- Technology15.3%$108.7M
- Consumer Discretionary4.7%$33.6M
- Financials4.1%$28.8M
- Industrials0.9%$6.4M
- Healthcare0.6%$4.3M
- Utilities0.4%$3.1M
- Consumer Staples0.3%$2.3M
- Materials0.2%$1.2M
- Energy0.1%$1.1M
AUM History
13fpro.ai/research/fund/destiny-wealth-partners-llc-1844369
Conviction and streaks
Concentrating · top 10 = 39.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$43.8M
- DIMENSIONAL$40.2M
- J$39.9M
- JANUS$36.5M
- DIMENSIONAL$29.0M
GOOGL
$20.7MAMZN
$20.6MAAPL
$16.7MNVDA
$15.4M- DOUBLELINE$15.1M
- GLOBAL$15.1M
- AMERICAN$14.8M
- SPDR$14.5M
- VANECK$14.3M
- SPDR$13.8M
- DIMENSIONAL$13.7M
- ISHARES$13.6M
- VIRTUS$13.5M
- FIDELITY$13.3M
MSFT
$12.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/destiny-wealth-partners-llc-1844369
Destiny Wealth Partners, LLC 13F holdings — Q2 2026
$708.9M portfolio (-22.5% QoQ) · 186 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
Includes $41K of put/call options ($0 puts, $41K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $708.8M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - GROWTH ETF
$43.8M
6.2% of stocks
+468%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$40.2M
5.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$39.9M
5.6% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
JANUS DETROIT STR TR - HENDRSON AAA CL
$36.5M
5.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$29.0M
4.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $20.7M
2.9% of stocks
-25%This quarter-11.1%Since filed10+ qtrsHeld$20.6M
2.9% of stocks
-42%This quarter-9.3%Since filed10+ qtrsHeld$16.7M
2.4% of stocks
-36%This quarter+9.8%Since filed10+ qtrsHeld$15.4M
2.2% of stocks
-28%This quarter-3.5%Since filed10+ qtrsHeld- 10
DOUBLELINE ETF TRUST - SECUR CR ETF
$15.1M
2.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - GROWTH ETF | $43.8M | 6.2% | +468% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $40.2M | 5.7% | -3% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $39.9M | 5.6% | -0.4% | — | — | — | — | |
| 4 | JANUS DETROIT STR TR - HENDRSON AAA CL | $36.5M | 5.2% | +4% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $29.0M | 4.1% | -2% | — | — | — | — | |
| 6 | $20.7M | 2.9% | -25% | -11.1% | 10+ qtrsTrimmed 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $20.6M | 2.9% | -42% | -9.3% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $16.7M | 2.4% | -36% | +9.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $15.4M | 2.2% | -28% | -3.5% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | DOUBLELINE ETF TRUST - SECUR CR ETF | $15.1M | 2.1% | New | — | New this quarter | — | — |
All holdings — Destiny Wealth Partners, LLC (Q2 2026)
186 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | GLOBAL X FDS - US INFR DEV ETFetf/fund | — | $15.1M | 2.1% | 267K | -5% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $14.8M | 2.1% | 165K | -6% | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - ST STR SP TELCOetf/fund | — | $14.5M | 2.0% | 69K | New | — | — | 13F |
| 14 | — | VANECK ETF TRUST - CLO ETFetf/fund | — | $14.3M | 2.0% | 270K | +2% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR SP BIOTetf/fund | — | $13.8M | 1.9% | 94K | New | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $13.7M | 1.9% | 240K | -3% | — | — | 13F |
| 17 | — | ISHARES TR - BROAD USD HIGHetf/fund | — | $13.6M | 1.9% | 369K | +7% | — | — | 13F |
| 18 | — | VIRTUS ETF TR II - SEIX SR LN ETFetf/fund | — | $13.5M | 1.9% | 583K | -21% | — | — | 13F |
| 19 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $13.3M | 1.9% | 298K | -20% | — | — | 13F |
| 20 | MICROSOFT CORP | Technology | $12.5M | 1.8% | 27K | -36% | 10+ qtrs | 79.8 | 13F | |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $12.2M | 1.7% | 133K | -22% | — | — | 13F |
| 22 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETFetf/fund | — | $11.6M | 1.6% | 232K | -20% | — | — | 13F |
| 23 | Broadcom Inc. | Technology | $10.1M | 1.4% | 26K | -28% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Tesla, Inc. | Consumer Discretionary | $10.0M | 1.4% | 32K | -19% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | — | $9.5M | 1.3% | 217K | -3% | — | — | 13F |
| 26 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $9.1M | 1.3% | 189K | -39% | |||
| 27 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $9.0M | 1.3% | 47K | +222% | |||
| 28 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $9.0M | 1.3% | 310K | -22% | |||
| 29 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $8.7M | 1.2% | 18K | -29% | |||
| 30 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $8.0M | 1.1% | 329K | -20% | |||
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $7.8M | 1.1% | 32K | -46% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $7.7M | 1.1% | 15K | -17% | |||
| 33 | $GS | GOLDMAN SACHS GROUP INC | Financials | $7.5M | 1.1% | 152K | -4% | |||
| 34 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $7.2M | 1.0% | 281K | -4% | |||
| 35 | — | JANUS DETROIT STR TR - B-BBB CLO ETF | — | $6.8M | 1.0% | 143K | -40% | |||
| 36 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $6.6M | 0.9% | 62K | -16% | |||
| 37 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $6.5M | 0.9% | 80K | +175% | |||
| 38 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $5.7M | 0.8% | 114K | +4% | |||
| 39 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $5.1M | 0.7% | 33K | -52% | |||
| 40 | — | PIMCO ETF TR - MULTISECTOR BD | — | $5.0M | 0.7% | 192K | -39% | |||
| 41 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $5.0M | 0.7% | 59K | -6% | |||
| 42 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $4.9M | 0.7% | 110K | -4% | |||
| 43 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $4.9M | 0.7% | 68K | -4% | |||
| 44 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.9M | 0.7% | 6,554 | -59% | |||
| 45 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $4.8M | 0.7% | 63K | -5% | |||
| 46 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $4.8M | 0.7% | 96K | -3% | |||
| 47 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.6M | 0.7% | 29K | -42% | |||
| 48 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.6M | 0.7% | 6 | -60% | |||
| 49 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $4.0M | 0.6% | 91K | +3% | |||
| 50 | $PLTR | Palantir Technologies Inc. | Technology | $4.0M | 0.6% | 32K | -20% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $3.9M | 0.5% | 6,918 | -26% | |||
| 52 | $PDI | PIMCO Dynamic Income Fund | Other | $3.6M | 0.5% | 228K | -39% | |||
| 53 | $UBER | Uber Technologies, Inc | Technology | $3.5M | 0.5% | 50K | -18% | |||
| 54 | $DOV | DOVER Corp | Industrials | $3.4M | 0.5% | 22K | -48% | |||
| 55 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $2.7M | 0.4% | 55K | +4% | |||
| 56 | $GLD | SPDR GOLD TRUST | Financials | $2.6M | 0.4% | 6,984 | -0.4% | |||
| 57 | — | ISHARES TR - FLTG RATE NT ETF | — | $2.5M | 0.3% | 49K | +4% | |||
| 58 | $OKLO | Oklo Inc. | Utilities | $2.5M | 0.3% | 64K | -19% | |||
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.2M | 0.3% | 13K | -64% | |||
| 60 | — | ISHARES TR - CORE S&P500 ETF | — | $1.7M | 0.3% | 2,315 | -16% | |||
| 61 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $1.5M | 0.2% | 22K | -2% | |||
| 62 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.5M | 0.2% | 4,348 | -0.0% | |||
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.4M | 0.2% | 4,581 | -68% | |||
| 64 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.3M | 0.2% | 16K | +6% | |||
| 65 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.2% | 5,066 | -9% | |||
| 66 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $1.2M | 0.2% | 47K | -12% | |||
| 67 | $RDDT | Reddit, Inc. | Technology | $1.1M | 0.1% | 7,769 | -68% | |||
| 68 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.1% | 1,552 | -92% | |||
| 69 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.1% | 6,854 | -36% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 7,103 | -18% | |||
| 71 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.0M | 0.1% | 4,613 | -1% | |||
| 72 | — | STRATEGY SHS - DAY HAGAN SMART | — | $1.0M | 0.1% | 18K | -7% | |||
| 73 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $932K | 0.1% | 4,000 | — | |||
| 74 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $859K | 0.1% | 19K | -43% | |||
| 75 | $PSLV | Sprott Physical Silver Trust | Financials | $854K | 0.1% | 45K | +4% | |||
| 76 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $726K | 0.1% | 8,125 | -2% | |||
| 77 | $JPM | JPMORGAN CHASE & CO | Financials | $711K | 0.1% | 2,022 | -88% | |||
| 78 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $707K | 0.1% | 1,896 | -36% | |||
| 79 | $GOOG | Alphabet Inc. | Technology | $668K | 0.1% | 1,873 | -85% | |||
| 80 | — | ISHARES TR - ISHARES BIOTECH | — | $667K | 0.1% | 3,580 | -78% | |||
| 81 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $633K | 0.1% | 11K | -40% | |||
| 82 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $628K | 0.1% | 6,927 | -4% | |||
| 83 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | — | $615K | 0.1% | 28K | -43% | |||
| 84 | $HCA | HCA Healthcare, Inc. | Healthcare | $608K | 0.1% | 1,509 | -4% | |||
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $598K | 0.1% | 1,624 | -7% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $569K | 0.1% | 4,904 | -6% | |||
| 87 | $WMT | Walmart Inc. | Consumer Staples | $566K | 0.1% | 5,091 | -48% | |||
| 88 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $558K | 0.1% | 13K | -6% | |||
| 89 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $545K | 0.1% | 11K | -44% | |||
| 90 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $542K | 0.1% | 2,662 | +57% | |||
| 91 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $539K | 0.1% | 6,136 | +0.0% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $521K | 0.1% | 4,815 | — | |||
| 93 | — | ISHARES TR - US SML CAP EQT | — | $506K | 0.1% | 5,872 | -0.2% | |||
| 94 | $CSCO | CISCO SYSTEMS, INC. | Technology | $503K | 0.1% | 4,336 | -42% | |||
| 95 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $503K | 0.1% | 9,043 | New | |||
| 96 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $498K | 0.1% | 8,034 | -21% | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $492K | 0.1% | 2,735 | — | |||
| 98 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $478K | 0.1% | 4,583 | +17% | |||
| 99 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $476K | 0.1% | 1,494 | +18% | |||
| 100 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | — | $466K | 0.1% | 9,145 | +32% | |||
| 101 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $464K | 0.1% | 4,282 | New | |||
| 102 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $463K | 0.1% | 1,371 | New | |||
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $462K | 0.1% | 13K | New | |||
| 104 | $SNOW | Snowflake Inc. | Technology | $461K | 0.1% | 1,573 | +360% | |||
| 105 | $V | VISA INC. | Financials | $447K | 0.1% | 1,222 | -53% | |||
| 106 | — | ISHARES TR - US TREAS BD ETF | — | $447K | 0.1% | 20K | -2% | |||
| 107 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $439K | 0.1% | 2,000 | — | |||
| 108 | $ALL | ALLSTATE CORP | Financials | $414K | 0.1% | 1,568 | +77% | |||
| 109 | $JNJ | JOHNSON & JOHNSON | Healthcare | $414K | 0.1% | 1,615 | -6% | |||
| 110 | — | ISHARES TR - MSCI USA MMENTM | — | $409K | 0.1% | 1,366 | — | |||
| 111 | — | ISHARES TR - CORE 60 BALA ETF | — | $393K | 0.1% | 5,740 | -0.2% | |||
| 112 | $MRK | Merck & Co., Inc. | Healthcare | $386K | 0.1% | 2,963 | -12% | |||
| 113 | $CAT | CATERPILLAR INC | Industrials | $385K | 0.1% | 472 | -37% | |||
| 114 | — | ISHARES TR - ESG AWR MSCI USA | — | $384K | 0.1% | 2,346 | -60% | |||
| 115 | $CDE | Coeur Mining, Inc. | Materials | $372K | 0.1% | 25K | -2% | |||
| 116 | — | ISHARES TR - CORE MSCI EURO | — | $359K | 0.1% | 4,682 | -1.0% | |||
| 117 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $356K | 0.1% | 32K | -43% | |||
| 118 | $MCD | MCDONALDS CORP | Consumer Discretionary | $354K | 0.1% | 1,309 | -74% | |||
| 119 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $338K | 0.1% | 4,457 | — | |||
| 120 | $PWR | QUANTA SERVICES, INC. | Industrials | $334K | 0.1% | 500 | -8% | |||
| 121 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $330K | 0.1% | 3,050 | — | |||
| 122 | $KO | COCA COLA CO | Consumer Staples | $330K | 0.1% | 3,762 | +6% | |||
| 123 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $327K | 0.1% | 2,959 | — | |||
| 124 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $319K | 0.0% | 2,117 | +13% | |||
| 125 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $318K | 0.0% | 1,420 | -26% | |||
| 126 | — | ISHARES INC - CORE MSCI EMKT | — | $308K | 0.0% | 3,975 | -16% | |||
| 127 | $GS | GOLDMAN SACHS GROUP INC | Financials | $308K | 0.0% | 6,551 | -70% | |||
| 128 | $BXSL | Blackstone Secured Lending Fund | Other | $308K | 0.0% | 13K | -84% | |||
| 129 | — | ISHARES TR - FUTU EXPO TE ETF | — | $294K | 0.0% | 3,693 | -88% | |||
| 130 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $274K | 0.0% | 660 | -39% | |||
| 131 | — | PGIM ETF TR - AAA CLO ETF | — | $272K | 0.0% | 5,307 | +173% | |||
| 132 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $267K | 0.0% | 1,099 | +29% | |||
| 133 | $AMGN | AMGEN INC | Healthcare | $267K | 0.0% | 693 | +24% | |||
| 134 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $266K | 0.0% | 4,265 | +123% | |||
| 135 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $261K | 0.0% | 5,356 | — | |||
| 136 | $GS | GOLDMAN SACHS GROUP INC | Financials | $259K | 0.0% | 254 | -71% | |||
| 137 | $SSRM | SSR MINING INC. | Financials | $256K | 0.0% | 10K | — | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $254K | 0.0% | 1,565 | -18% | |||
| 139 | — | ISHARES TR - USD INV GRDE ETF | — | $251K | 0.0% | 4,982 | — | |||
| 140 | — | ISHARES TR - MSCI USA VALUE | — | $251K | 0.0% | 1,311 | -0.4% | |||
| 141 | $PEP | PEPSICO INC | Consumer Staples | $250K | 0.0% | 1,790 | -39% | |||
| 142 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $249K | 0.0% | 2,926 | — | |||
| 143 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $246K | 0.0% | 1,704 | -35% | |||
| 144 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $243K | 0.0% | 4,623 | New | |||
| 145 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $243K | 0.0% | 732 | -75% | |||
| 146 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $239K | 0.0% | 1,029 | +505% | |||
| 147 | $WM | WASTE MANAGEMENT INC | Utilities | $239K | 0.0% | 1,056 | -77% | |||
| 148 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $235K | 0.0% | 1,124 | +84% | |||
| 149 | — | ISHARES TR - SP SMCP600VL ETF | — | $235K | 0.0% | 1,727 | — | |||
| 150 | $C | CITIGROUP INC | Financials | $234K | 0.0% | 1,763 | +23% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 40 added to, 106 trimmed, 958 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- DOUBLELINE ETF TRUST - SECUR CR ETF$15.1M
first bought this quarter
- SPDR SERIES TRUST - ST STR SP TELCO$14.5M
first bought this quarter
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE$503K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$464Kfirst bought this quarter
- VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$463K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$462K
first bought this quarter
+9 more in the Excel export
Added to (40)
- VANGUARD INDEX FDS - GROWTH ETF+468%
now $43.8M
$CRWDCrowdStrike Holdings, Inc.+222%
now $9.0M · held 9 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - MID CAP ETF+175%
now $6.5M
- JANUS DETROIT STR TR - HENDRSON AAA CL+4%
now $36.5M
- ISHARES TR - BROAD USD HIGH+7%
now $13.6M
$SNOWSnowflake Inc.+360%
now $461K · held 2 qtrs, 2 adds in a row
+34 more in the Excel export
Trimmed (106)
now $20.6M · held 10+ qtrs
$QQQINVESCO QQQ TRUST, SERIES 1-92%
now $1.1M · held 10+ qtrs
now $16.7M · held 10+ qtrs
$SPYSPDR S&P 500 ETF TRUST-59%
now $4.9M · held 10+ qtrs
$BRK.ABERKSHIRE HATHAWAY INC-60%
now $4.6M · held 7 qtrs
now $12.5M · held 10+ qtrs
+100 more in the Excel export
Holdings by quarter
Every 13F Destiny Wealth Partners, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Destiny Wealth Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 32% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Destiny Wealth Partners, LLC disclosed 186 positions worth $708.9M in its Form 13F-HR for Q2 2026 — $708.8M in common stock plus $40,760 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 15 new positions and exited 958. The portfolio is most concentrated in Other (73.2% of disclosed assets). All figures are sourced directly from Destiny Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1844369.
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AI-Powered Hedge Fund Analysis: Destiny Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Destiny Wealth Partners, LLC (SEC CIK: 1844369), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Destiny Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.