Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $693 Million
  • Q2 2025

Destiny Wealth Partners, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $693 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $44.1M, Vanguard Growth ETF with a value of $36.1M, Amazon Com Inc with a value of $29.2M, J P Morgan Exchange Traded Fd with a value of $27.2M, and Dimensional ETF Tr with a value of $22.2M.

Examining the 13F form we can see an increase of $97.2M in the current position value, from $596M to 693M.

Below you can find more details about Destiny Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $693 Million
ETFs: $462 Million
Technology: $80.8 Million
Consumer Cyclical: $38.1 Million
Financial Services: $36.7 Million
Communication Services: $26.1 Million
Healthcare: $19.7 Million
Consumer Defensive: $2.52 Million
Industrials: $2.36 Million
Other: $1.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.1 Million 6.36% of portfolio
868,213
Q2 2025 Added 2.97%
$0
$36.1 Million 5.21% of portfolio
82,424
Q1 2025 Added 11.74%
$2.26T
$29.2 Million 4.21% of portfolio
132,936
Q2 2025 Added 8.42%
$0
$27.2 Million 3.93% of portfolio
578,252
Q2 2025 Added 2.21%
$0
$22.2 Million 3.2% of portfolio
755,020
Q2 2025 Added 89.37%
$3.95T
$17.2 Million 2.48% of portfolio
34,507
Q2 2025 Added 16.83%
$0
$17.1 Million 2.47% of portfolio
67,707
Q2 2025 Added 3.38%
$3.69T
$16.2 Million 2.34% of portfolio
78,984
Q2 2025 Added 10.49%
$142B
$15.4 Million 2.22% of portfolio
38,818
Q2 2025 Reduced 6.3%
$0
$15.2 Million 2.19% of portfolio
378,330
Q2 2025 Added 1.66%
$0
$13.6 Million 1.97% of portfolio
260,374
Q2 2025 Added 3.42%
$456B
$13 Million 1.87% of portfolio
82,137
Q2 2025 Added 48.16%
$0
$12.6 Million 1.82% of portfolio
194,911
Q2 2025 Added 4.6%
$0
$12.3 Million 1.78% of portfolio
256,094
Q2 2025 Added 5.17%
$0
$12.3 Million 1.77% of portfolio
178,787
Q2 2025 Added 4.6%
$4.98B
$12 Million 1.73% of portfolio
390,129
Q2 2025 Reduced 0.98%
$423B
$10.9 Million 1.58% of portfolio
15
Q1 2025 Added 650.0%
$127B
$10.6 Million 1.53% of portfolio
38,342
Q2 2025 Added 16.1%
$0
$10.6 Million 1.53% of portfolio
58,122
Q2 2025 Reduced 0.1%
$0
$10.2 Million 1.48% of portfolio
349,545
Q2 2025 Added 1.91%
$1.21T
$9.93 Million 1.43% of portfolio
56,323
Q2 2025 Added 44.15%
$0
$9.83 Million 1.42% of portfolio
262,194
Q2 2025 Added 5.09%
$0
$9.59 Million 1.38% of portfolio
75,784
Q2 2025 Added 8.47%
$0
$9.48 Million 1.37% of portfolio
69,821
Q2 2025 Added 1.35%
$0
$9.36 Million 1.35% of portfolio
225,140
Q2 2025 Added 5.83%
$621B
$9.23 Million 1.33% of portfolio
19,005
Q2 2025 Added 5.09%
$0
$9.16 Million 1.32% of portfolio
365,808
Q2 2025 Added 1.46%
$0
$8.87 Million 1.28% of portfolio
79,754
Q2 2025 New
$0
$8.74 Million 1.26% of portfolio
113,032
Q2 2025 Added 50.43%
$93.6B
$8.47 Million 1.22% of portfolio
16,639
Q2 2025 Added 4.35%
$0
$8.3 Million 1.2% of portfolio
15,052
Q2 2025 Reduced 1.49%
$0
$7.79 Million 1.12% of portfolio
181,981
Q2 2025 Reduced 2.0%
$0
$7.39 Million 1.07% of portfolio
82,045
Q2 2025 Reduced 6.38%
$545B
$7.28 Million 1.05% of portfolio
5,435
Q2 2025 Added 12.39%
$0
$6.97 Million 1.01% of portfolio
122,671
Q2 2025 Added 2.79%
$1.78T
$6.9 Million 1.0% of portfolio
9,350
Q2 2025 Added 21.18%
$367B
$6.84 Million 0.99% of portfolio
50,158
Q2 2025 Added 5.23%
$0
$6.56 Million 0.95% of portfolio
49,204
Q2 2025 Reduced 1.27%
$0
$6.25 Million 0.9% of portfolio
245,008
Q2 2025 Added 203.95%
$0
$6.07 Million 0.88% of portfolio
122,003
Q2 2025 Added 9.06%
$0
$6.1 Million 0.88% of portfolio
163,880
Q2 2025 Added 3.31%
$0
$6.03 Million 0.87% of portfolio
9,758
Q2 2025 Reduced 8.69%
$182B
$5.76 Million 0.83% of portfolio
61,731
Q2 2025 Added 7.27%
$1.08T
$5.55 Million 0.8% of portfolio
17,474
Q2 2025 Added 47.58%
$0
$5.55 Million 0.8% of portfolio
43,153
Q2 2025 Reduced 0.38%
$0
$5.51 Million 0.8% of portfolio
109,599
Q2 2025 Added 142.33%
$0
$5.08 Million 0.73% of portfolio
124,907
Q2 2025 Added 5.81%
$0
$4.86 Million 0.7% of portfolio
17,099
Q2 2025 New
$0
$4.41 Million 0.64% of portfolio
73,403
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $693 Million
  • Prior Value $596 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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