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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$29.2 Million 4.21% of portfolio
132,936
Q2 2025 Added 8.42%
$3.95T
$17.2 Million 2.48% of portfolio
34,507
Q2 2025 Added 16.83%
$3.69T
$16.2 Million 2.34% of portfolio
78,984
Q2 2025 Added 10.49%
$456B
$13 Million 1.87% of portfolio
82,137
Q2 2025 Added 48.16%
$423B
$10.9 Million 1.58% of portfolio
15
Q1 2025 Added 650.0%
$1.21T
$9.93 Million 1.43% of portfolio
56,323
Q2 2025 Added 44.15%
$621B
$9.23 Million 1.33% of portfolio
19,005
Q2 2025 Added 5.09%
$545B
$7.28 Million 1.05% of portfolio
5,435
Q2 2025 Added 12.39%
$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%
$1.08T
$5.55 Million 0.8% of portfolio
17,474
Q2 2025 Added 47.58%
$1.24T
$1.28 Million 0.19% of portfolio
7,229
Q2 2025 Added 13.43%
$859B
$1.19 Million 0.17% of portfolio
4,099
Q2 2025 Added 100.24%
$442B
$1.2 Million 0.17% of portfolio
11,119
Q2 2025 Added 21.99%
$351B
$981,000 0.14% of portfolio
5,287
Q2 2025 Added 9.19%
$202B
$938,000 0.14% of portfolio
7,111
Q2 2025 Added 19.21%
$608B
$624,000 0.09% of portfolio
801
Q2 2025 New
$281B
$598,000 0.09% of portfolio
6,116
Q2 2025 Added 121.59%
$302B
$556,000 0.08% of portfolio
3,883
Q2 2025 Added 16.96%
$254B
$583,000 0.08% of portfolio
825
Q2 2025 New
$439B
$512,000 0.07% of portfolio
518
Q2 2025 New
$229B
$497,000 0.07% of portfolio
3,406
Q2 2025 New
$381B
$434,000 0.06% of portfolio
9,172
Q2 2025 Added 37.41%
$201B
$404,000 0.06% of portfolio
513
Q2 2025 New
$203B
$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%
$405B
$434,000 0.06% of portfolio
1,186
Q2 2025 New
$207B
$355,000 0.05% of portfolio
2,865
Q2 2025 Reduced 47.75%
$548B
$334,000 0.05% of portfolio
595
Q2 2025 Reduced 1.65%
$293B
$306,000 0.04% of portfolio
4,420
Q2 2025 New
$306B
$265,000 0.04% of portfolio
3,758
Q2 2025 Reduced 0.63%
$245B
$308,000 0.04% of portfolio
989
Q2 2025 Added 132.71%
$232B
$258,000 0.04% of portfolio
947
Q2 2025 Reduced 91.85%
$210B
$275,000 0.04% of portfolio
936
Q2 2025 New
$452B
$211,000 0.03% of portfolio
1,387
Q2 2025 New
$203B
$223,000 0.03% of portfolio
2,828
Q2 2025 Reduced 8.92%
$295B
$200,000 0.03% of portfolio
250
Q2 2025 New
$229B
$211,000 0.03% of portfolio
1,555
Q2 2025 New
$368B
$210,000 0.03% of portfolio
1,319
Q2 2025 Reduced 1.27%

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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