Destiny Wealth Partners, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $759 Million distributed in 205 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 $46.3M, Vanguard Growth ETF with a value of $40.1M, J P Morgan Exchange Traded Fd with a value of $28.1M, Amazon Com Inc with a value of $27.7M, and Dimensional ETF Tr with a value of $24.8M.

Examining the 13F form we can see an increase of $66.1M in the current position value, from $693M to 759M.

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

Portfolio value $759 Million
ETFs: $493 Million
Technology: $94.1 Million
Consumer Cyclical: $49 Million
Financial Services: $37.2 Million
Communication Services: $33.1 Million
Healthcare: $19 Million
Industrials: $3.15 Million
Consumer Defensive: $2.95 Million
Other: $1.83 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $759 Million
  • Prior Value $693 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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