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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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