Destiny Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844369
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$708.9M
incl. option notional
Equity Holdings
ⓘ$708.8M
Option Notional
ⓘ$40,760
$0 puts / $40,760 calls
Holdings
186
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS - GROWT
6.2% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
5.7% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
5.6% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
5.2% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - WO
4.1% weight
Held 10 quarters
ISHARES TR - BROAD USD HIG
7 quarters accumulating
VANGUARD INDEX FDS - GROWT
4 quarters accumulating
$CRWD3 quarters accumulating
JANUS DETROIT STR TR - HEN
3 quarters accumulating
VANECK ETF TRUST - CLO ETF
2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$SPCXCALL$22K notional
$CRWDCALL$19K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - GROWTH ETF
—Quality
$43.8M513,656 shDIMENSIONAL ETF TRUST - US LARG VALU ETF
—Quality
$40.2M988,557 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$39.9M864,714 shJANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$36.5M722,899 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$29.0M793,729 sh- 78.2
Quality
$20.7M58,200 sh - 68.7
Quality
$20.6M75,967 sh - 76.4
Quality
$16.7M54,016 sh - 85.9
Quality
$15.4M76,905 sh DOUBLELINE ETF TRUST - SECUR CR ETF
—Quality
$15.1M610,353 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - GROWTH ETF | — | $43.8M | 513,656 |
| DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $40.2M | 988,557 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $39.9M | 864,714 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $36.5M | 722,899 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $29.0M | 793,729 |
 Alphabet Inc.$GOOG | 78.2 | $20.7M | 58,200 |
 AMAZON COM INC$AMZN | 68.7 | $20.6M | 75,967 |
 Apple Inc.$AAPL | 76.4 | $16.7M | 54,016 |
 NVIDIA CORP$NVDA | 85.9 | $15.4M | 76,905 |
| DOUBLELINE ETF TRUST - SECUR CR ETF | — | $15.1M | 610,353 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Destiny Wealth Partners, LLC's 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Other
$519.1M
Technology
$108.6M
Financials
$28.8M
Consumer Discretionary
$24.2M
Industrials
$16.5M
Healthcare
$4.3M
Utilities
$3.1M
Consumer Staples
$1.8M
Full Holdings — Destiny Wealth Partners, LLC (Q2 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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 | — | 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 | $GOOG | Alphabet Inc. | $20.7M | 2.9% | -25% | 78.2 |
| 7 | $AMZN | AMAZON COM INC | $20.6M | 2.9% | -42% | 68.7 |
| 8 | $AAPL | Apple Inc. | $16.7M | 2.4% | -36% | 76.4 |
| 9 | $NVDA | NVIDIA CORP | $15.4M | 2.2% | -28% | 85.9 |
| 10 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | $15.1M | 2.1% | NEW | — |
| 11 | — | GLOBAL X FDS - US INFR DEV ETF | $15.1M | 2.1% | -5% | — |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $14.8M | 2.1% | -6% | — |
| 13 | — | SPDR SERIES TRUST - ST STR SP TELCO | $14.5M | 2.0% | NEW | — |
| 14 | — | VANECK ETF TRUST - CLO ETF | $14.3M | 2.0% | +2% | — |
| 15 | — | SPDR SERIES TRUST - ST STR SP BIOT | $13.8M | 1.9% | NEW | — |
| 16 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $13.7M | 1.9% | -3% | — |
| 17 | — | ISHARES TR - BROAD USD HIGH | $13.6M | 1.9% | +7% | — |
| 18 | — | VIRTUS ETF TR II - SEIX SR LN ETF | $13.5M | 1.9% | -21% | — |
| 19 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $13.3M | 1.9% | -20% | — |
| 20 |  $MSFT | MICROSOFT CORP | $12.5M | 1.8% | -36% | 79.8 |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $12.2M | 1.7% | -22% | — |
| 22 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $11.6M | 1.6% | -20% | — |
| 23 |  $AVGO | Broadcom Inc. | $10.1M | 1.4% | -28% | 84.5 |
| 24 |  $TSLA | Tesla, Inc. | $10.0M | 1.4% | -19% | 53.9 |
| 25 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $9.5M | 1.3% | -3% | — |
| 26 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $9.1M | 1.3% | -39% | — |
| 27 | $CRWD | CrowdStrike Holdings, Inc. | $9.0M | 1.3% | +222% | 67.7 |
| 28 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $9.0M | 1.3% | -22% | — |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $8.7M | 1.2% | -29% | 79.8 |
| 30 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $8.0M | 1.1% | -20% | — |
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $7.8M | 1.1% | -46% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.7M | 1.1% | -17% | 73.8 |
| 33 |  $GS | GOLDMAN SACHS GROUP INC | $7.5M | 1.1% | -4% | 73.5 |
| 34 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $7.2M | 1.0% | -4% | — |
| 35 | — | JANUS DETROIT STR TR - B-BBB CLO ETF | $6.8M | 1.0% | -40% | — |
| 36 | — | VANECK ETF TRUST - URANI NUCLE ETF | $6.6M | 0.9% | -16% | — |
| 37 | — | VANGUARD INDEX FDS - MID CAP ETF | $6.5M | 0.9% | +175% | — |
| 38 | — | PGIM ETF TR - PGIM ULTRA SH BD | $5.7M | 0.8% | +4% | — |
| 39 | — | SPDR SERIES TRUST - ST STR SP DIV | $5.1M | 0.7% | -52% | — |
| 40 | — | PIMCO ETF TR - MULTISECTOR BD | $5.0M | 0.7% | -39% | — |
| 41 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | $5.0M | 0.7% | -6% | — |
| 42 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $4.9M | 0.7% | -4% | — |
| 43 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $4.9M | 0.7% | -4% | — |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 0.7% | -59% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $4.8M | 0.7% | -5% | — |
| 46 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $4.8M | 0.7% | -3% | — |
| 47 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.6M | 0.7% | -42% | — |
| 48 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.6M | 0.7% | -60% | 73.8 |
| 49 | — | JANUS DETROIT STR TR - HENDERSON MTG | $4.0M | 0.6% | +3% | — |
| 50 |  $PLTR | Palantir Technologies Inc. | $4.0M | 0.6% | -20% | 84.6 |
| 51 |  $META | Meta Platforms, Inc. | $3.9M | 0.5% | -26% | 79.6 |
| 52 |  $PDI | PIMCO Dynamic Income Fund | $3.6M | 0.5% | -39% | — |
| 53 |  $UBER | Uber Technologies, Inc | $3.5M | 0.5% | -18% | 73.5 |
| 54 |  $DOV | DOVER Corp | $3.4M | 0.5% | -48% | 58.1 |
| 55 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $2.7M | 0.4% | +4% | — |
| 56 |  $GLD | SPDR GOLD TRUST | $2.6M | 0.4% | -0% | — |
| 57 | — | ISHARES TR - FLTG RATE NT ETF | $2.5M | 0.3% | +4% | — |
| 58 |  $OKLO | Oklo Inc. | $2.5M | 0.3% | -19% | — |
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.2M | 0.3% | -64% | — |
| 60 | — | ISHARES TR - CORE S&P500 ETF | $1.7M | 0.3% | -16% | — |
| 61 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | $1.5M | 0.2% | -2% | — |
| 62 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.5M | 0.2% | -0% | — |
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.4M | 0.2% | -68% | — |
| 64 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.3M | 0.2% | +6% | — |
| 65 |  $ABBV | AbbVie Inc. | $1.3M | 0.2% | -9% | 72.6 |
| 66 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $1.2M | 0.2% | -12% | — |
| 67 |  $RDDT | Reddit, Inc. | $1.1M | 0.1% | -68% | 79.8 |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | -92% | — |
| 69 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | -36% | 57.9 |
| 70 |  $IVZ | Invesco Ltd. | $1.0M | 0.1% | -18% | — |
| 71 | — | ISHARES TR - MSCI USA QLT FCT | $1.0M | 0.1% | -1% | — |
| 72 | — | STRATEGY SHS - DAY HAGAN SMART | $1.0M | 0.1% | -7% | — |
| 73 |  $DGX | QUEST DIAGNOSTICS INC | $932,040 | 0.1% | +0% | 69 |
| 74 | — | PIMCO ETF TR - MUNI INCOME OPP | $859,289 | 0.1% | -43% | — |
| 75 |  $PSLV | Sprott Physical Silver Trust | $854,498 | 0.1% | +4% | — |
| 76 |  $ORLY | O REILLY AUTOMOTIVE INC | $725,969 | 0.1% | -2% | 67.4 |
| 77 |  $JPM | JPMORGAN CHASE & CO | $711,319 | 0.1% | -88% | 70.7 |
| 78 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $706,886 | 0.1% | -36% | 61.7 |
| 79 |  $GOOGL | Alphabet Inc. | $668,005 | 0.1% | -85% | 78.2 |
| 80 | — | ISHARES TR - ISHARES BIOTECH | $667,428 | 0.1% | -78% | — |
| 81 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $633,401 | 0.1% | -40% | — |
| 82 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $628,487 | 0.1% | -4% | — |
| 83 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $614,910 | 0.1% | -43% | — |
| 84 |  $HCA | HCA Healthcare, Inc. | $607,508 | 0.1% | -4% | 68.9 |
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $598,112 | 0.1% | -7% | — |
| 86 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $569,305 | 0.1% | -6% | — |
| 87 |  $WMT | Walmart Inc. | $566,119 | 0.1% | -48% | 60.2 |
| 88 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $558,350 | 0.1% | -6% | — |
| 89 | — | PIMCO ETF TR - INTER MUN BD ACT | $544,772 | 0.1% | -44% | — |
| 90 |  $DRI | DARDEN RESTAURANTS INC | $541,930 | 0.1% | +57% | 64.1 |
| 91 | — | SPDR SERIES TRUST - ST STR P500ETF | $539,326 | 0.1% | +0% | — |
| 92 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $521,176 | 0.1% | +0% | — |
| 93 | — | ISHARES TR - US SML CAP EQT | $506,343 | 0.1% | -0% | — |
| 94 |  $CSCO | CISCO SYSTEMS, INC. | $502,891 | 0.1% | -42% | 70.3 |
| 95 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $502,720 | 0.1% | NEW | — |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $497,706 | 0.1% | -21% | 67.6 |
| 97 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $491,862 | 0.1% | +0% | — |
| 98 |  $UPS | UNITED PARCEL SERVICE INC | $477,689 | 0.1% | +17% | 58.6 |
| 99 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $475,540 | 0.1% | +18% | — |
| 100 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | $466,212 | 0.1% | +32% | — |
| 101 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $464,040 | 0.1% | NEW | — |
| 102 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $463,037 | 0.1% | NEW | — |
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $462,199 | 0.1% | NEW | — |
| 104 |  $SNOW | Snowflake Inc. | $461,329 | 0.1% | +360% | 54.9 |
| 105 |  $V | VISA INC. | $447,411 | 0.1% | -53% | 82.9 |
| 106 | — | ISHARES TR - US TREAS BD ETF | $446,980 | 0.1% | -2% | — |
| 107 |  $TSEM | TOWER SEMICONDUCTOR LTD | $439,340 | 0.1% | +0% | — |
| 108 |  $ALL | ALLSTATE CORP | $414,077 | 0.1% | +77% | 78.5 |
| 109 |  $JNJ | JOHNSON & JOHNSON | $414,005 | 0.1% | -6% | 69 |
| 110 | — | ISHARES TR - MSCI USA MMENTM | $409,240 | 0.1% | +0% | — |
| 111 | — | ISHARES TR - CORE 60 BALA ETF | $393,362 | 0.1% | -0% | — |
| 112 |  $MRK | Merck & Co., Inc. | $385,824 | 0.1% | -12% | 59.9 |
| 113 |  $CAT | CATERPILLAR INC | $384,590 | 0.1% | -37% | 66.5 |
| 114 | — | ISHARES TR - ESG AWR MSCI USA | $383,923 | 0.1% | -60% | — |
| 115 |  $CDE | Coeur Mining, Inc. | $372,124 | 0.1% | -2% | 82 |
| 116 | — | ISHARES TR - CORE MSCI EURO | $359,063 | 0.1% | -1% | — |
| 117 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $355,535 | 0.1% | -43% | — |
| 118 |  $MCD | MCDONALDS CORP | $354,268 | 0.1% | -74% | 69 |
| 119 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $337,529 | 0.1% | +0% | — |
| 120 |  $PWR | QUANTA SERVICES, INC. | $333,680 | 0.1% | -8% | 72.1 |
| 121 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $329,644 | 0.1% | +0% | — |
| 122 |  $KO | COCA COLA CO | $329,507 | 0.1% | +6% | 69.5 |
| 123 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $326,890 | 0.1% | +0% | — |
| 124 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $318,682 | 0.0% | +13% | — |
| 125 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $317,583 | 0.0% | -26% | 70 |
| 126 | — | ISHARES INC - CORE MSCI EMKT | $308,468 | 0.0% | -16% | — |
| 127 | $GS | GOLDMAN SACHS GROUP INC | $307,963 | 0.0% | -70% | 73.5 |
| 128 |  $BXSL | Blackstone Secured Lending Fund | $307,692 | 0.0% | -84% | — |
| 129 | — | ISHARES TR - FUTU EXPO TE ETF | $293,879 | 0.0% | -88% | — |
| 130 |  $UNH | UNITEDHEALTH GROUP INC | $273,504 | 0.0% | -39% | 62.7 |
| 131 | — | PGIM ETF TR - AAA CLO ETF | $272,196 | 0.0% | +173% | — |
| 132 |  $HON | HONEYWELL INTERNATIONAL INC | $267,112 | 0.0% | +29% | 65 |
| 133 |  $AMGN | AMGEN INC | $266,925 | 0.0% | +24% | 79.2 |
| 134 |  $MDLZ | Mondelez International, Inc. | $265,752 | 0.0% | +123% | 56.4 |
| 135 |  $GBTC | Grayscale Bitcoin Trust ETF | $260,998 | 0.0% | +0% | — |
| 136 | $GS | GOLDMAN SACHS GROUP INC | $258,669 | 0.0% | -71% | 73.5 |
| 137 |  $SSRM | SSR MINING INC. | $256,200 | 0.0% | +0% | 58.3 |
| 138 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $254,391 | 0.0% | -18% | — |
| 139 | — | ISHARES TR - USD INV GRDE ETF | $250,694 | 0.0% | +0% | — |
| 140 | — | ISHARES TR - MSCI USA VALUE | $250,585 | 0.0% | -0% | — |
| 141 |  $PEP | PEPSICO INC | $249,786 | 0.0% | -39% | 63.4 |
| 142 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $248,856 | 0.0% | +0% | — |
| 143 |  $PG | PROCTER & GAMBLE Co | $246,211 | 0.0% | -35% | 64.6 |
| 144 |  $LW | Lamb Weston Holdings, Inc. | $242,939 | 0.0% | NEW | 51.7 |
| 145 |  $HD | HOME DEPOT, INC. | $242,868 | 0.0% | -75% | 60.3 |
| 146 |  $THG | HANOVER INSURANCE GROUP, INC. | $239,376 | 0.0% | +505% | 66.6 |
| 147 |  $WM | WASTE MANAGEMENT INC | $239,237 | 0.0% | -77% | 67.6 |
| 148 |  $COF | CAPITAL ONE FINANCIAL CORP | $234,990 | 0.0% | +84% | 62.4 |
| 149 | — | ISHARES TR - SP SMCP600VL ETF | $234,803 | 0.0% | +0% | — |
| 150 |  $C | CITIGROUP INC | $233,509 | 0.0% | +23% | 65 |
| 151 |  $OTF | Blue Owl Technology Finance Corp. | $232,139 | 0.0% | -54% | — |
| 152 | — | ISHARES TR - RUS 1000 VAL ETF | $231,423 | 0.0% | -94% | — |
| 153 | — | ALPS ETF TR - ALERIAN MLP | $230,131 | 0.0% | +0% | — |
| 154 |  $BF-A | BROWN FORMAN CORP | $229,668 | 0.0% | +1255% | 56.6 |
| 155 |  $MS | MORGAN STANLEY | $228,727 | 0.0% | +335% | 75.8 |
| 156 |  $DE | DEERE & CO | $225,807 | 0.0% | -1% | 55.4 |
| 157 | — | VANGUARD INDEX FDS - VALUE ETF | $224,569 | 0.0% | -87% | — |
| 158 |  $UNP | UNION PACIFIC CORP | $224,194 | 0.0% | +63% | 69.7 |
| 159 |  $VRT | Vertiv Holdings Co | $221,761 | 0.0% | +10% | 81 |
| 160 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $214,971 | 0.0% | NEW | — |
| 161 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $212,117 | 0.0% | +0% | — |
| 162 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $210,484 | 0.0% | NEW | — |
| 163 |  $SNA | Snap-on Inc | $209,720 | 0.0% | NEW | 63 |
| 164 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $208,774 | 0.0% | NEW | 49 |
| 165 |  $CL | COLGATE PALMOLIVE CO | $208,631 | 0.0% | +412% | 61.3 |
| 166 |  $AFG | AMERICAN FINANCIAL GROUP INC | $208,345 | 0.0% | +1178% | 60.2 |
| 167 |  $WSM | WILLIAMS SONOMA INC | $207,395 | 0.0% | NEW | 66.1 |
| 168 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $207,024 | 0.0% | +949% | 50.2 |
| 169 | — | ISHARES TR - S&P 500 GRWT ETF | $203,687 | 0.0% | +0% | — |
| 170 |  $ES | EVERSOURCE ENERGY | $203,172 | 0.0% | +568% | 66.1 |
| 171 |  $EVRG | Evergy, Inc. | $202,461 | 0.0% | +477% | 53.2 |
| 172 |  $ROK | ROCKWELL AUTOMATION, INC | $202,262 | 0.0% | NEW | 63.6 |
| 173 |  $SLV | iShares Silver Trust | $200,539 | 0.0% | +0% | — |
| 174 |  $BC | BRUNSWICK CORP | $200,423 | 0.0% | +915% | 45.7 |
| 175 |  $AG | FIRST MAJESTIC SILVER CORP | $150,300 | 0.0% | +0% | — |
| 176 |  $HL | HECLA MINING CO/DE/ | $141,200 | 0.0% | -17% | 77.6 |
| 177 |  $UUUU | ENERGY FUELS INC | $114,400 | 0.0% | +0% | 33.8 |
| 178 |  $ATEC | Alphatec Holdings, Inc. | $95,200 | 0.0% | +0% | 43.3 |
| 179 |  $EQX | Equinox Gold Corp. | $89,500 | 0.0% | +0% | — |
| 180 |  $ENVX | Enovix Corp | $81,800 | 0.0% | +0% | 26.5 |
| 181 |  $EXK | ENDEAVOUR SILVER CORP | $76,704 | 0.0% | +0% | — |
| 182 |  $TELA | TELA Bio, Inc. | $38,320 | 0.0% | +0% | 25.2 |
| 183 |  $HIVE | HIVE Digital Technologies Ltd. | $28,323 | 0.0% | +0% | — |
| 184 | $SPCXCALL | SPACE EXPLORATION TECHNOLOGIES CORP | $21,674 | — | NEW | — |
| 185 |  $PLUG | PLUG POWER INC | $20,600 | 0.0% | NEW | 25.2 |
| 186 | $CRWDCALL | CrowdStrike Holdings, Inc. | $19,086 | — | NEW | 67.7 |
New Positions (15)
DOUBLELINE ETF TRUST - SECUR CR ETF$15.1M
SPDR SERIES TRUST - ST STR SP TELCO$14.5M
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE$502,720
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$464,040 VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$463,037
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$462,199
$TIGO MILLICOM INTERNATIONAL CELLULAR SA$214,971 DIMENSIONAL ETF TRUST - US TARGETED VLU$210,484
$SNA Snap-on Inc$209,720$GPK GRAPHIC PACKAGING HOLDING CO$208,774$WSM WILLIAMS SONOMA INC$207,395$ROK ROCKWELL AUTOMATION, INC$202,262$SPCXCALL SPACE EXPLORATION TECHNOLOGIES CORP$21,674$PLUG PLUG POWER INC$20,600$CRWDCALL CrowdStrike Holdings, Inc.$19,086Exited Positions (958)
ISHARES TR
FIDELITY COVINGTON TRUST
ISHARES TR
$SYK STRYKER CORP VANGUARD SCOTTSDALE FDS
$NFLX NETFLIX INC ISHARES TR
FIDELITY COMWLTH TR
SPDR SERIES TRUST
VANGUARD INDEX FDS
$ETB Eaton Vance Tax-Managed Buy-Write Income Fund
$EPD ENTERPRISE PRODUCTS PARTNERS L.P. VANGUARD INDEX FDS
ISHARES TR
FIRST TR EXCHANGE-TRADED FD
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