Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

$596 Million
Q1 2025

Destiny Wealth Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $596 Million distributed in 162 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 $42.7M, Vanguard Growth ETF with a value of $30.5M, J P Morgan Exchange Traded Fd with a value of $26.6M, Amazon Com Inc with a value of $23.3M, and Apple Inc. with a value of $15.9M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $573M to 596M.

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

Portfolio value $596 Million

ETFs: $424 Million

Technology: $55.7 Million

Financial Services: $36.4 Million

Consumer Cyclical: $29 Million

Healthcare: $18.3 Million

Communication Services: $18.2 Million

Energy: $1.64 Million

Consumer Defensive: $1.63 Million

Other: $247,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$42.7 Million 7.17% of portfolio	843,140	Q1 2025 Added 262.35%
VUG Vanguard Growth ETF ETFs	$0	$30.5 Million 5.13% of portfolio	82,424	Q1 2025 Added 11.74%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$26.6 Million 4.46% of portfolio	565,755	Q1 2025 Reduced 1.27%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$15 Million 2.51% of portfolio	372,137	Q1 2025 Added 3.79%
XLK Technology Sector Spdr ETFs	$0	$13.5 Million 2.27% of portfolio	65,494	Q1 2025 Added 3.25%
XLF Financial Sector Spdr ETFs	$0	$12.4 Million 2.08% of portfolio	251,765	Q1 2025 Added 2.99%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$11.9 Million 1.99% of portfolio	243,494	Q1 2025 Added 6.6%
VIG Vanguard Dividend Appreciation ETFs	$0	$10.6 Million 1.78% of portfolio	58,178	Q1 2025 Reduced 0.11%
DFAX Dimensional ETF Tr	$0	$10.5 Million 1.77% of portfolio	398,701	Q1 2025 Reduced 45.89%
FCOM Fidelity Covington Tr Msci Com ETFs	$0	$10.4 Million 1.75% of portfolio	186,346	Q1 2025 Added 4.17%
AVEM American Centy ETF Tr Avantis ETFs	$0	$10.3 Million 1.73% of portfolio	170,919	Q1 2025 Added 5.54%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$9.89 Million 1.66% of portfolio	343,000	Q1 2025 Reduced 20.46%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$9.47 Million 1.59% of portfolio	703,707	Q1 2025 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$9.25 Million 1.55% of portfolio	68,888	Q1 2025 Added 0.1%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$9.17 Million 1.54% of portfolio	249,504	Q1 2025 Added 4.99%
IBB Ishares Biotechnology ETF ETFs	$0	$9.1 Million 1.53% of portfolio	69,865	Q1 2025 Added 6.65%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$9.08 Million 1.52% of portfolio	143,259	Q1 2025 Added 6.19%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$8.95 Million 1.5% of portfolio	360,558	Q1 2025 New
SRLN Ssga Active Trust ETFs	$0	$8.75 Million 1.47% of portfolio	212,744	Q1 2025 Added 5.14%
DFIV Dimensional ETF Tr ETFs	$0	$7.37 Million 1.24% of portfolio	185,690	Q1 2025 Reduced 10.42%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$7.3 Million 1.22% of portfolio	87,634	Q1 2025 Reduced 14.86%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$7.16 Million 1.2% of portfolio	15,279	Q1 2025 Reduced 2.95%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.76 Million 1.14% of portfolio	119,345	Q1 2025 Added 4.32%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$6.36 Million 1.07% of portfolio	49,839	Q1 2025 Reduced 2.87%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.98 Million 1.0% of portfolio	10,687	Q1 2025 Reduced 8.62%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$5.74 Million 0.96% of portfolio	75,140	Q1 2025 Reduced 4.83%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$5.61 Million 0.94% of portfolio	98,086	Q1 2025 New
PULS Pgim ETF Tr ETFs	$0	$5.56 Million 0.93% of portfolio	111,865	Q1 2025 Added 8.2%
VO Vanguard Mid Cap ETF ETFs	$0	$5.49 Million 0.92% of portfolio	21,348	Q1 2025 Added 4.11%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$5.28 Million 0.89% of portfolio	158,634	Q1 2025 Added 3.69%
VT Vanguard Total World Stk Index ETFs	$0	$5.02 Million 0.84% of portfolio	43,318	Q1 2025 Reduced 0.56%
EMTL Spdr Doubleline Emerging Marke ETFs	$0	$4.97 Million 0.83% of portfolio	115,613	Q1 2025 Added 3.94%
XT Ishares Tr Exponential Technol ETFs	$0	$4.84 Million 0.81% of portfolio	83,504	Q1 2025 Added 3.57%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$4.05 Million 0.68% of portfolio	118,051	Q1 2025 Added 4.89%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$4.07 Million 0.68% of portfolio	90,145	Q1 2025 Reduced 3.37%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$3.99 Million 0.67% of portfolio	46,443	Q1 2025 Added 6.22%
AVDV American Centy ETF Tr Avantis ETFs	$0	$3.62 Million 0.61% of portfolio	51,330	Q1 2025 Added 2.61%
ONEV Spdr Russell 1000 Low Volatili ETFs	$0	$3.47 Million 0.58% of portfolio	27,556	Q1 2025 Added 1.14%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$3.47 Million 0.58% of portfolio	62,239	Q1 2025 Added 2.87%
SPGM Spdr Index Shs Fds S Spdr Port ETFs	$0	$3.41 Million 0.57% of portfolio	54,598	Q1 2025 Added 20.88%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$2.69 Million 0.45% of portfolio	54,679	Q1 2025 Added 8.16%
GLIN Vaneck ETF Tr India Growth Lea ETFs	$0	$2.56 Million 0.43% of portfolio	59,917	Q1 2025 Added 11.38%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$2.45 Million 0.41% of portfolio	47,952	Q1 2025 Added 8.15%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$2.4 Million 0.4% of portfolio	79,791	Q2 2024 Reduced 79.68%
VB Vanguard Small Cap ETF ETFs	$0	$2.29 Million 0.38% of portfolio	10,340	Q1 2025 Reduced 1.33%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$2.26 Million 0.38% of portfolio	45,228	Q1 2025 Reduced 0.74%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$2.06 Million 0.35% of portfolio	80,608	Q1 2025 Added 1.18%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.79 Million 0.3% of portfolio	14,732	Q1 2025 Reduced 10.31%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.58 Million 0.27% of portfolio	3,094	Q3 2024 Added 6.4%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$1.56 Million 0.26% of portfolio	22,850	Q1 2022 Reduced 12.76%

Summary

Portfolio
No. of Stocks 162
Current Value $596 Million
Prior Value $573 Million
Filing
Period Q1 2025
Filing Date April 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 63 stocks
Sold out of 0 stocks
Reduced holdings in 41 stocks

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Destiny Wealth Partners, LLC Portfolio Holdings