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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.36T
$29.2 Million 4.21% of portfolio
132,936
Q2 2025 Added 8.42%
$3.84T
$17.2 Million 2.48% of portfolio
34,507
Q2 2025 Added 16.83%
$3.8T
$16.2 Million 2.34% of portfolio
78,984
Q2 2025 Added 10.49%
$143B
$15.4 Million 2.22% of portfolio
38,818
Q2 2025 Reduced 6.3%
$443B
$13 Million 1.87% of portfolio
82,137
Q2 2025 Added 48.16%
$4.59B
$12 Million 1.73% of portfolio
390,129
Q2 2025 Reduced 0.98%
$442B
$10.9 Million 1.58% of portfolio
15
Q1 2025 Added 650.0%
$147B
$10.6 Million 1.53% of portfolio
38,342
Q2 2025 Added 16.1%
$1.5T
$9.93 Million 1.43% of portfolio
56,323
Q2 2025 Added 44.15%
$644B
$9.23 Million 1.33% of portfolio
19,005
Q2 2025 Added 5.09%
$95.6B
$8.47 Million 1.22% of portfolio
16,639
Q2 2025 Added 4.35%
$535B
$7.28 Million 1.05% of portfolio
5,435
Q2 2025 Added 12.39%
$1.75T
$6.9 Million 1.0% of portfolio
9,350
Q2 2025 Added 21.18%
$336B
$6.84 Million 0.99% of portfolio
50,158
Q2 2025 Added 5.23%
$196B
$5.76 Million 0.83% of portfolio
61,731
Q2 2025 Added 7.27%
$1.29T
$5.55 Million 0.8% of portfolio
17,474
Q2 2025 Added 47.58%
$906B
$1.19 Million 0.17% of portfolio
4,099
Q2 2025 Added 100.24%
$468B
$1.2 Million 0.17% of portfolio
11,119
Q2 2025 Added 21.99%
$6.68B
$1.03 Million 0.15% of portfolio
11,420
Q2 2025 Added 1,420.64%
$385B
$981,000 0.14% of portfolio
5,287
Q2 2025 Added 9.19%
$194B
$938,000 0.14% of portfolio
7,111
Q2 2025 Added 19.21%
$554B
$930,000 0.13% of portfolio
2,621
Q2 2025 Added 110.02%
$116B
$894,000 0.13% of portfolio
2,335
Q2 2025 Added 3.09%
$86.1B
$787,000 0.11% of portfolio
2,881
Q2 2025 Added 48.97%
$93.3B
$747,000 0.11% of portfolio
1,709
Q2 2025 New
$711B
$624,000 0.09% of portfolio
801
Q2 2025 New
$281B
$598,000 0.09% of portfolio
6,116
Q2 2025 Added 121.59%
$15.6B
$548,000 0.08% of portfolio
4,000
Q2 2023 Reduced 0.25%
$308B
$556,000 0.08% of portfolio
3,883
Q2 2025 Added 16.96%
$269B
$583,000 0.08% of portfolio
825
Q2 2025 New
$425B
$512,000 0.07% of portfolio
518
Q2 2025 New
$233B
$497,000 0.07% of portfolio
3,406
Q2 2025 New
$63.5B
$508,000 0.07% of portfolio
5,996
Q2 2025 Added 0.23%
$406B
$434,000 0.06% of portfolio
9,172
Q2 2025 Added 37.41%
$184B
$404,000 0.06% of portfolio
513
Q2 2025 New
$84.1B
$398,000 0.06% of portfolio
1,271
Q2 2025 Reduced 8.1%
$211B
$395,000 0.06% of portfolio
13,651
Q2 2025 Added 13.82%
$222B
$387,000 0.06% of portfolio
1,327
Q2 2025 Reduced 1.99%
$433B
$434,000 0.06% of portfolio
1,186
Q2 2025 New
$0
$392,000 0.06% of portfolio
32,085
Q2 2025 Added 2.9%
$60.2B
$410,000 0.06% of portfolio
2,007
Q2 2025 New
$124B
$329,000 0.05% of portfolio
711
Q2 2025 New
$88.7B
$328,000 0.05% of portfolio
1,437
Q2 2025 New
$211B
$355,000 0.05% of portfolio
2,865
Q2 2025 Reduced 47.75%
$0
$359,000 0.05% of portfolio
10,285
Q2 2025 New
$556B
$334,000 0.05% of portfolio
595
Q2 2025 Reduced 1.65%
$150B
$341,000 0.05% of portfolio
1,144
Q2 2025 New
$26B
$368,000 0.05% of portfolio
1,691
Q2 2025 Reduced 5.58%
$3.06B
$375,000 0.05% of portfolio
930
Q2 2025 Added 16.25%

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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