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 Trade History
$0
$266,000 0.04% of portfolio
2,959
Q3 2024 Reduced 7.33%
$245B
$308,000 0.04% of portfolio
989
Q2 2025 Added 132.71%
$123B
$303,000 0.04% of portfolio
2,032
Q2 2025 New
$0
$261,000 0.04% of portfolio
3,954
Q2 2025 Reduced 1.25%
$0
$281,000 0.04% of portfolio
6,095
Q2 2025 Reduced 1.23%
$73.8B
$252,000 0.04% of portfolio
1,022
Q4 2024 Added 0.49%
$232B
$258,000 0.04% of portfolio
947
Q2 2025 Reduced 91.85%
$179B
$279,000 0.04% of portfolio
3,068
Q2 2025 New
$0
$297,000 0.04% of portfolio
12,141
Q1 2025 New
$0
$257,000 0.04% of portfolio
1,912
Q2 2024 Reduced 12.25%
$0
$309,000 0.04% of portfolio
2,811
Q1 2025 New
$0
$256,000 0.04% of portfolio
4,982
Q2 2023 Reduced 5.41%
$210B
$275,000 0.04% of portfolio
936
Q2 2025 New
$0
$311,000 0.04% of portfolio
1,980
Q3 2024 Reduced 9.84%
$0
$259,000 0.04% of portfolio
2,903
Q2 2025 New
$452B
$211,000 0.03% of portfolio
1,387
Q2 2025 New
$0
$201,000 0.03% of portfolio
6,058
Q2 2025 New
$203B
$223,000 0.03% of portfolio
2,828
Q2 2025 Reduced 8.92%
$157B
$219,000 0.03% of portfolio
567
Q2 2025 New
$0
$203,000 0.03% of portfolio
4,160
Q1 2025 Reduced 2.92%
$0
$205,000 0.03% of portfolio
3,500
Q1 2025 Reduced 10.81%
$295B
$200,000 0.03% of portfolio
250
Q2 2025 New
$0
$221,000 0.03% of portfolio
4,478
Q1 2025 New
$0
$239,000 0.03% of portfolio
9,131
Q1 2025 New
$0
$214,000 0.03% of portfolio
2,161
Q2 2025 Reduced 0.73%
$187B
$206,000 0.03% of portfolio
510
Q2 2025 New
$0
$205,000 0.03% of portfolio
3,672
Q2 2025 New
$229B
$211,000 0.03% of portfolio
1,555
Q2 2025 New
$0
$227,000 0.03% of portfolio
5,219
Q2 2025 New
$0
$222,000 0.03% of portfolio
2,926
Q2 2024 Reduced 11.23%
$56B
$206,000 0.03% of portfolio
546
Q2 2025 New
$368B
$210,000 0.03% of portfolio
1,319
Q2 2025 Reduced 1.27%
$76.4B
$63,000 0.01% of portfolio
14,840
Q2 2025 New
$30.7M
$101,000 0.01% of portfolio
52,500
Q2 2025 New
$84.6M
$35,000 0.01% of portfolio
20,000
Q1 2025 New
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.61%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.46%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
Hive Digital Technologies Lt
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 8.42%

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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