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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$44.1 Million 6.36% of portfolio	868,213	Q2 2025 Added 2.97%
VUG Vanguard Growth ETF ETFs	$0	$36.1 Million 5.21% of portfolio	82,424	Q1 2025 Added 11.74%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$27.2 Million 3.93% of portfolio	578,252	Q2 2025 Added 2.21%
DFAX Dimensional ETF Tr	$0	$22.2 Million 3.2% of portfolio	755,020	Q2 2025 Added 89.37%
XLK Technology Sector Spdr ETFs	$0	$17.1 Million 2.47% of portfolio	67,707	Q2 2025 Added 3.38%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$15.2 Million 2.19% of portfolio	378,330	Q2 2025 Added 1.66%
XLF Financial Sector Spdr ETFs	$0	$13.6 Million 1.97% of portfolio	260,374	Q2 2025 Added 3.42%
FCOM Fidelity Covington Tr Msci Com ETFs	$0	$12.6 Million 1.82% of portfolio	194,911	Q2 2025 Added 4.6%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$12.3 Million 1.78% of portfolio	256,094	Q2 2025 Added 5.17%
AVEM American Centy ETF Tr Avantis ETFs	$0	$12.3 Million 1.77% of portfolio	178,787	Q2 2025 Added 4.6%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$11.7 Million 1.69% of portfolio	154,823	Q2 2025 Added 8.07%
VIG Vanguard Dividend Appreciation ETFs	$0	$10.6 Million 1.53% of portfolio	58,122	Q2 2025 Reduced 0.1%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$10.2 Million 1.48% of portfolio	349,545	Q2 2025 Added 1.91%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$9.83 Million 1.42% of portfolio	262,194	Q2 2025 Added 5.09%
IBB Ishares Biotechnology ETF ETFs	$0	$9.59 Million 1.38% of portfolio	75,784	Q2 2025 Added 8.47%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$9.48 Million 1.37% of portfolio	69,821	Q2 2025 Added 1.35%
SRLN Ssga Active Trust ETFs	$0	$9.36 Million 1.35% of portfolio	225,140	Q2 2025 Added 5.83%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$9.16 Million 1.32% of portfolio	365,808	Q2 2025 Added 1.46%
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$8.87 Million 1.28% of portfolio	79,754	Q2 2025 New
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$8.74 Million 1.26% of portfolio	113,032	Q2 2025 Added 50.43%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$8.3 Million 1.2% of portfolio	15,052	Q2 2025 Reduced 1.49%
DFIV Dimensional ETF Tr ETFs	$0	$7.79 Million 1.12% of portfolio	181,981	Q2 2025 Reduced 2.0%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$7.39 Million 1.07% of portfolio	82,045	Q2 2025 Reduced 6.38%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.97 Million 1.01% of portfolio	122,671	Q2 2025 Added 2.79%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$6.56 Million 0.95% of portfolio	49,204	Q2 2025 Reduced 1.27%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$6.25 Million 0.9% of portfolio	245,008	Q2 2025 Added 203.95%
PULS Pgim ETF Tr ETFs	$0	$6.07 Million 0.88% of portfolio	122,003	Q2 2025 Added 9.06%
GEM Goldman Sachs ETF Tr Actvebeta ETFs	$0	$6.1 Million 0.88% of portfolio	163,880	Q2 2025 Added 3.31%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.03 Million 0.87% of portfolio	9,758	Q2 2025 Reduced 8.69%
VT Vanguard Total World Stk Index ETFs	$0	$5.55 Million 0.8% of portfolio	43,153	Q2 2025 Reduced 0.38%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$5.51 Million 0.8% of portfolio	109,599	Q2 2025 Added 142.33%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$5.08 Million 0.73% of portfolio	124,907	Q2 2025 Added 5.81%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$4.86 Million 0.7% of portfolio	17,099	Q2 2025 New
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$4.41 Million 0.64% of portfolio	73,403	Q2 2025 New
SPGM Spdr Index Shs Fds S Spdr Port ETFs	$0	$4 Million 0.58% of portfolio	58,018	Q2 2025 Added 6.26%
AVDV American Centy ETF Tr Avantis ETFs	$0	$4.01 Million 0.58% of portfolio	50,641	Q2 2025 Reduced 1.34%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$3.97 Million 0.57% of portfolio	88,018	Q2 2025 Reduced 2.36%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$3.77 Million 0.54% of portfolio	63,706	Q2 2025 Added 2.36%
ONEV Spdr Russell 1000 Low Volatili ETFs	$0	$3.56 Million 0.51% of portfolio	27,575	Q2 2025 Added 0.07%
VO Vanguard Mid Cap ETF ETFs	$0	$3.51 Million 0.51% of portfolio	12,550	Q2 2025 Reduced 41.21%
VB Vanguard Small Cap ETF ETFs	$0	$3.29 Million 0.48% of portfolio	13,893	Q2 2025 Added 34.36%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$3.26 Million 0.47% of portfolio	16,767	Q2 2025 New
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$2.93 Million 0.42% of portfolio	59,543	Q2 2025 Added 8.9%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$2.67 Million 0.39% of portfolio	52,408	Q2 2025 Added 9.29%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$2.41 Million 0.35% of portfolio	79,791	Q2 2024 Reduced 79.68%
XT Ishares Tr Exponential Technol ETFs	$0	$2.01 Million 0.29% of portfolio	30,815	Q2 2025 Reduced 63.1%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.99 Million 0.29% of portfolio	14,732	Q1 2025 Reduced 10.31%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$1.83 Million 0.26% of portfolio	22,850	Q1 2022 Reduced 12.76%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.76 Million 0.25% of portfolio	3,095	Q2 2025 Added 0.03%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$1.46 Million 0.21% of portfolio	56,900	Q2 2025 Reduced 1.72%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Account

Destiny Wealth Partners, LLC Portfolio Holdings