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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
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%
BOTZ Global X Fds ETFs	$0	$1.47 Million 0.21% of portfolio	45,011	Q2 2025 Added 5.89%
FDN First Tr Fd Dow Jones ETFs	$0	$1.36 Million 0.2% of portfolio	5,032	Q4 2024 Added 0.92%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.4 Million 0.2% of portfolio	2,257	Q2 2025 Reduced 4.2%
GOOG Alphabet Inc. Communication Services	$1.24T	$1.28 Million 0.19% of portfolio	7,229	Q2 2025 Added 13.43%
VV Vanguard Large Cap ETF ETFs	$0	$1.33 Million 0.19% of portfolio	4,666	Q2 2025 Reduced 0.49%
BNDW Vanguard Scottsdale Fds Vangua ETFs	$0	$1.29 Million 0.19% of portfolio	18,600	Q2 2025 Added 6.77%
VTV Vanguard Value ETF ETFs	$0	$1.35 Million 0.19% of portfolio	7,616	Q2 2025 Added 108.03%
VXF Vanguard Extended Market ETF ETFs	$0	$1.27 Million 0.18% of portfolio	6,583	Q2 2024 Reduced 0.56%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.25 Million 0.18% of portfolio	11,458	Q2 2025 New
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.16 Million 0.17% of portfolio	12,402	Q2 2025 Reduced 2.15%
GLD Spdr Gold Trust ETFs	$106B	$1.17 Million 0.17% of portfolio	3,834	Q2 2025 Added 6.12%
JPM Jpmorgan Chase & CO Financial Services	$859B	$1.19 Million 0.17% of portfolio	4,099	Q2 2025 Added 100.24%
XOM Exxon Mobil Corp Energy	$442B	$1.2 Million 0.17% of portfolio	11,119	Q2 2025 Added 21.99%
PKW Invesco Exchange Traded Fd Tr ETFs	$0	$1.12 Million 0.16% of portfolio	9,092	Q2 2025 Reduced 2.39%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.03 Million 0.15% of portfolio	15,299	Q1 2025 Reduced 1.52%
ORLY O Reilly Automotive Inc Consumer Cyclical	$6.4B	$1.03 Million 0.15% of portfolio	11,420	Q2 2025 Added 1,420.64%
ABBV Abb Vie Inc. Healthcare	$351B	$981,000 0.14% of portfolio	5,287	Q2 2025 Added 9.19%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$945,000 0.14% of portfolio	15,252	Q2 2025 New
PEP Pepsico Inc Consumer Defensive	$202B	$938,000 0.14% of portfolio	7,111	Q2 2025 Added 19.21%
VEA Vanguard Ftse Developed Market ETFs	$0	$999,000 0.14% of portfolio	17,533	Q2 2025 Reduced 0.19%
MINO Pimco ETF Tr Municipal Income ETFs	$0	$872,000 0.13% of portfolio	19,718	Q2 2025 Reduced 3.42%
V Visa Inc. Financial Services	$551B	$930,000 0.13% of portfolio	2,621	Q2 2025 Added 110.02%
SSUS Strategy Shs Day Hagan/Ned Dav ETFs	$0	$933,000 0.13% of portfolio	20,766	Q2 2024 Reduced 3.0%
HCA Hca Healthcare, Inc. Healthcare	$112B	$894,000 0.13% of portfolio	2,335	Q2 2025 Added 3.09%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$801,000 0.12% of portfolio	5,923	Q2 2025 Reduced 1.86%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$834,000 0.12% of portfolio	4,565	Q2 2025 Reduced 4.62%
MAR Marriott International Inc Consumer Cyclical	$86B	$787,000 0.11% of portfolio	2,881	Q2 2025 Added 48.97%
IWV Ishares Russell 3000 ETF ETFs	$0	$756,000 0.11% of portfolio	2,154	Q2 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$747,000 0.11% of portfolio	8,153	Q2 2025 Added 79.31%
TT Trane Technologies PLC Industrials	$102B	$747,000 0.11% of portfolio	1,709	Q2 2025 New
IWR Ishares Russell Mid Cap ETF ETFs	$0	$698,000 0.1% of portfolio	7,592	Q2 2025 Reduced 0.26%
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	$0	$688,000 0.1% of portfolio	6,120	Q4 2020 New
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$711,000 0.1% of portfolio	16,260	Q4 2020 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$622,000 0.09% of portfolio	3,194	Q2 2025 Added 138.18%

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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Destiny Wealth Partners, LLC Portfolio Holdings