Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025

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
$0
$4.31 Million 0.57% of portfolio
68,579
Q3 2025 Reduced 6.57%
$0
$4.17 Million 0.55% of portfolio
65,772
Q3 2025 Added 3.24%
$0
$3.99 Million 0.53% of portfolio
87,405
Q3 2025 Reduced 0.7%
$0
$3.77 Million 0.5% of portfolio
28,292
Q3 2025 Added 2.6%
$0
$3.71 Million 0.49% of portfolio
12,640
Q3 2025 Added 0.72%
$0
$3.68 Million 0.49% of portfolio
14,486
Q3 2025 Added 4.27%
$0
$2.95 Million 0.39% of portfolio
59,286
Q3 2025 Reduced 0.43%
$0
$2.9 Million 0.38% of portfolio
14,293
Q3 2025 Reduced 14.76%
$0
$2.67 Million 0.35% of portfolio
52,262
Q3 2025 Reduced 0.28%
$0
$2.42 Million 0.32% of portfolio
79,791
Q2 2024 Reduced 79.68%
$0
$2.32 Million 0.31% of portfolio
16,430
Q3 2025 Reduced 78.32%
$0
$2.19 Million 0.29% of portfolio
30,400
Q3 2025 Reduced 1.35%
$0
$2.15 Million 0.28% of portfolio
14,732
Q1 2025 Reduced 10.31%
$0
$1.99 Million 0.26% of portfolio
22,850
Q1 2022 Reduced 12.76%
$0
$1.92 Million 0.25% of portfolio
3,129
Q3 2025 Added 1.1%
$0
$1.85 Million 0.24% of portfolio
2,763
Q3 2025 Added 22.42%
$126B
$1.66 Million 0.22% of portfolio
4,657
Q3 2025 Added 21.47%
$0
$1.6 Million 0.21% of portfolio
23,021
Q3 2025 Added 23.77%
$0
$1.57 Million 0.21% of portfolio
8,443
Q3 2025 Added 10.86%
$0
$1.47 Million 0.19% of portfolio
56,782
Q3 2025 Reduced 0.21%
$0
$1.44 Million 0.19% of portfolio
4,666
Q2 2025 Reduced 0.49%
$0
$1.41 Million 0.19% of portfolio
5,032
Q4 2024 Added 0.92%
$387B
$1.35 Million 0.18% of portfolio
5,812
Q3 2025 Added 9.93%
$0
$1.39 Million 0.18% of portfolio
11,663
Q3 2025 Added 1.79%
$0
$1.38 Million 0.18% of portfolio
6,583
Q2 2024 Reduced 0.56%
$919B
$1.32 Million 0.17% of portfolio
4,184
Q3 2025 Added 2.07%
$5.97B
$1.24 Million 0.16% of portfolio
11,512
Q3 2025 Added 0.81%
$0
$1.2 Million 0.16% of portfolio
26,585
Q3 2025 Added 34.83%
$477B
$1.21 Million 0.16% of portfolio
10,745
Q3 2025 Reduced 3.36%
$0
$1.19 Million 0.16% of portfolio
9,000
Q3 2025 Reduced 1.01%
$195B
$1.03 Million 0.14% of portfolio
7,327
Q3 2025 Added 3.04%
$0
$1.04 Million 0.14% of portfolio
15,900
Q3 2025 Added 4.25%
$0
$1.06 Million 0.14% of portfolio
11,168
Q3 2025 Reduced 9.95%
$0
$1.05 Million 0.14% of portfolio
17,533
Q2 2025 Reduced 0.19%
$0
$1.09 Million 0.14% of portfolio
15,299
Q1 2025 Reduced 1.52%
$135B
$995,000 0.13% of portfolio
2,335
Q2 2025 Added 3.09%
$0
$959,000 0.13% of portfolio
4,931
Q3 2025 Added 8.02%
$0
$1 Million 0.13% of portfolio
20,766
Q2 2024 Reduced 3.0%
$276B
$908,000 0.12% of portfolio
8,813
Q3 2025 Added 44.1%
$551B
$890,000 0.12% of portfolio
2,609
Q3 2025 Reduced 0.46%
$0
$806,000 0.11% of portfolio
2,154
Q2 2025 New
$0
$862,000 0.11% of portfolio
5,923
Q2 2025 Reduced 1.86%
$0
$862,000 0.11% of portfolio
37,577
Q3 2025 New
$91.2B
$768,000 0.1% of portfolio
2,951
Q3 2025 Added 2.43%
$0
$733,000 0.1% of portfolio
7,592
Q2 2025 Reduced 0.26%
$0
$766,000 0.1% of portfolio
14,663
Q3 2025 Added 28.69%
$0
$754,000 0.1% of portfolio
16,260
Q4 2020 New
$269B
$699,000 0.09% of portfolio
879
Q3 2025 Added 6.55%
$0
$698,000 0.09% of portfolio
6,120
Q4 2020 New

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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