Destiny Wealth Partners, Llc Portfolio Stock Holdings
Destiny Wealth Partners, Llc disclosed 1148 stock positions valued at approximately $914.4 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, VANGUARD INDEX FDS, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1148
- Portfolio Value
- $914.4M
Holdings by Sector
Destiny Wealth Partners, Llc Portfolio Holdings in Q1 2026
1113 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 4.47% | 868,586 | +13,682 | +1.60% | $40,893,050 |
| VANGUARD INDEX FDS | VUG | Other | 4.32% | 90,462 | +1,152 | +1.29% | $39,512,862 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 3.96% | 1,014,935 | -20,699 | -2.00% | $36,243,330 |
| JANUS DETROIT STR TR | JAAA | Other | 3.82% | 693,764 | -14,489 | -2.05% | $34,944,913 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.01% | 811,078 | +7,777 | +0.97% | $27,552,324 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.96% | 129,968 | +9,649 | +8.02% | $27,068,435 |
| ALPHABET INC | GOOGL | Communication Services | 2.43% | 77,319 | -1,945 | -2.45% | $22,233,899 |
| APPLE INC | AAPL | Technology | 2.35% | 84,637 | +8,135 | +10.63% | $21,479,927 |
| NVIDIA CORPORATION | NVDA | Technology | 2.03% | 106,350 | +66 | +0.06% | $18,547,505 |
| VIRTUS ETF TR II | SEIX | Other | 1.86% | 738,372 | +11,998 | +1.65% | $17,027,162 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.86% | 372,364 | +372,364 | +100.00% | $16,987,246 |
| MICROSOFT CORP | MSFT | Technology | 1.69% | 41,681 | +4,385 | +11.76% | $15,429,120 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.63% | 311,935 | +311,935 | +100.00% | $14,916,714 |
| TESLA INC | TSLA | Consumer Cyclical | 1.61% | 39,662 | -48 | -0.12% | $14,744,205 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 1.61% | 289,788 | +1,132 | +0.39% | $14,706,759 |
| GLOBAL X FDS | PAVE | Other | 1.57% | 282,611 | +808 | +0.29% | $14,359,456 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.54% | 174,958 | -8,673 | -4.72% | $14,098,141 |
| ISHARES TR | IYM | Other | 1.53% | 79,439 | +79,439 | +100.00% | $13,974,914 |
| VANECK ETF TRUST | CLOI | Other | 1.53% | 264,711 | +264,711 | +100.00% | $13,950,261 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 1.50% | 200,794 | +1,161 | +0.58% | $13,678,095 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.42% | 246,339 | -4,905 | -1.95% | $13,001,764 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.42% | 60,201 | -151 | -0.25% | $12,946,746 |
| ISHARES TR | USHY | Other | 1.40% | 346,410 | +36,806 | +11.89% | $12,761,752 |
| ISHARES TR | IGLB | Other | 1.37% | 252,840 | +252,840 | +100.00% | $12,548,449 |
| STRYKER CORPORATION | SYK | Healthcare | 1.36% | 37,811 | -401 | -1.05% | $12,424,237 |
| INVESCO QQQ TR | QQQ | Other | 1.30% | 20,675 | +5,205 | +33.65% | $11,932,908 |
| VANECK ETF TRUST | ANGL | Other | 1.25% | 397,154 | +4,879 | +1.24% | $11,406,252 |
| BROADCOM INC | AVGO | Technology | 1.22% | 35,976 | +686 | +1.94% | $11,135,032 |
| JANUS DETROIT STR TR | JBBB | Other | 1.22% | 238,591 | -42,200 | -15.03% | $11,119,556 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.18% | 15 | - | - | $10,772,100 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.17% | 170,016 | +4,503 | +2.72% | $10,656,572 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.14% | 16,040 | +5,094 | +46.54% | $10,431,454 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.12% | 410,385 | +988 | +0.24% | $10,222,700 |
| SPDR SERIES TRUST | SDY | Other | 1.10% | 68,887 | -208 | -0.30% | $10,053,409 |
| VANECK ETF TRUST | NLR | Other | 1.07% | 73,551 | -32,424 | -30.60% | $9,796,230 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.95% | 18,170 | - | - | $8,707,064 |
| VANGUARD INDEX FDS | VO | Other | 0.91% | 29,038 | +16,576 | +133.01% | $8,339,254 |
| PIMCO ETF TR | PYLD | Other | 0.91% | 317,485 | +317,485 | +100.00% | $8,318,104 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.86% | 223,575 | +223,575 | +100.00% | $7,907,848 |
| VANECK ETF TRUST | FLTR | Other | 0.82% | 294,165 | +10,485 | +3.70% | $7,495,326 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.79% | 48,896 | -4 | -0.01% | $7,241,566 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.75% | 158,594 | -4,732 | -2.90% | $6,851,270 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.75% | 145,153 | -48 | -0.03% | $6,814,935 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.69% | 370,610 | +370,610 | +100.00% | $6,341,136 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.65% | 40,427 | +819 | +2.07% | $5,913,662 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.64% | 42,296 | -81 | -0.19% | $5,850,383 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.63% | 14,672 | +392 | +2.75% | $5,728,096 |
| PGIM ETF TR | PULS | Other | 0.60% | 110,214 | -4,542 | -3.96% | $5,455,593 |
| META PLATFORMS INC | META | Communication Services | 0.59% | 9,371 | +319 | +3.52% | $5,361,648 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.57% | 25,621 | +681 | +2.73% | $5,212,080 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.56% | 17,386 | +13,202 | +315.54% | $5,114,266 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.54% | 99,289 | +3,444 | +3.59% | $4,959,481 |
| SPDR INDEX SHS FDS | SPGM | Other | 0.51% | 62,183 | -1,373 | -2.16% | $4,707,871 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.51% | 34,878 | -102,102 | -74.54% | $4,635,241 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.51% | 114,939 | +1,710 | +1.51% | $4,619,417 |
| NETFLIX INC. | NFLX | Communication Services | 0.50% | 47,401 | +1,839 | +4.04% | $4,557,606 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.48% | 66,088 | -1,819 | -2.68% | $4,412,666 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.48% | 60,907 | +2,156 | +3.67% | $4,381,041 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.48% | 71,254 | +1,884 | +2.72% | $4,369,274 |
| JANUS DETROIT STR TR | JMBS | Other | 0.44% | 88,289 | +656 | +0.75% | $3,988,897 |
| OKLO INC | OKLO | Utilities | 0.43% | 78,509 | +78,509 | +100.00% | $3,893,261 |
| VANGUARD INDEX FDS | VB | Other | 0.41% | 14,392 | +3 | +0.02% | $3,769,566 |
| ALPHABET INC | GOOG | Communication Services | 0.39% | 12,308 | +5,361 | +77.17% | $3,530,673 |
| REDDIT INC | RDDT | Communication Services | 0.36% | 24,543 | -3,607 | -12.81% | $3,304,715 |
| ISHARES TR | IWD | Other | 0.33% | 14,293 | - | - | $3,053,985 |
| SPDR GOLD TR | GLD | Other | 0.33% | 7,013 | +494 | +7.58% | $3,017,624 |
| ISHARES TR | IBB | Other | 0.30% | 16,234 | -60 | -0.37% | $2,741,183 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.29% | 53,191 | -2,321 | -4.18% | $2,649,436 |
| ISHARES TR | FLOT | Other | 0.26% | 47,317 | -1,938 | -3.93% | $2,410,801 |
| ISHARES TR | XT | Other | 0.23% | 30,209 | - | - | $2,058,746 |
| ISHARES TR | ITOT | Other | 0.22% | 14,393 | -339 | -2.30% | $2,049,995 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.22% | 84,649 | -337,177 | -79.93% | $2,005,335 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.21% | 22,850 | - | - | $1,940,194 |
| SPDR SERIES TRUST | SPSB | Other | 0.21% | 62,591 | - | - | $1,882,111 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 10,788 | +1,010 | +10.33% | $1,830,222 |
| ISHARES TR | IVV | Other | 0.20% | 2,740 | +168 | +6.53% | $1,789,960 |
| VANGUARD INDEX FDS | VOO | Other | 0.19% | 2,960 | -169 | -5.40% | $1,768,748 |
| EATON VANCE TAX MNGED BUY WR | ETB | Financial Services | 0.19% | 119,355 | +119,355 | +100.00% | $1,721,099 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.18% | 43,400 | +43,400 | +100.00% | $1,642,256 |
| VANGUARD INDEX FDS | VXF | Other | 0.17% | 7,746 | +1,163 | +17.67% | $1,594,127 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 5,041 | +3,609 | +252.03% | $1,566,719 |
| VANGUARD INDEX FDS | VTV | Other | 0.17% | 7,891 | -292 | -3.57% | $1,548,214 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 0.17% | 22,636 | -186 | -0.82% | $1,547,137 |
| PIMCO ETF TR | MINO | Other | 0.17% | 33,887 | +4,994 | +17.28% | $1,530,676 |
| ISHARES TR | IJR | Other | 0.16% | 11,497 | -156 | -1.34% | $1,429,192 |
| SPDR SERIES TRUST | SPAB | Other | 0.15% | 54,239 | -1,295 | -2.33% | $1,389,603 |
| VANGUARD INDEX FDS | VV | Other | 0.14% | 4,349 | -317 | -6.79% | $1,299,636 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 5,561 | +506 | +10.01% | $1,209,462 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 9,721 | -196 | -1.98% | $1,208,126 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 0.13% | 5,032 | - | - | $1,177,639 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 1,276 | +479 | +60.10% | $1,173,627 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 0.12% | 8,618 | - | - | $1,131,106 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.12% | 17,593 | +60 | +0.34% | $1,127,359 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.12% | 14,949 | -350 | -2.29% | $1,122,670 |
| BLACKROCK ETF TRUST II | HYMU | Other | 0.12% | 48,680 | +7,495 | +18.20% | $1,071,934 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.12% | 43,861 | +14,571 | +49.75% | $1,069,770 |
| ISHARES TR | IJH | Other | 0.11% | 15,449 | -451 | -2.84% | $1,043,271 |
| WASTE MGMT INC DEL | WM | Industrials | 0.11% | 4,534 | +3,300 | +267.42% | $1,041,868 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 4,829 | +843 | +21.15% | $999,049 |
| PIMCO ETF TR | MUNI | Other | 0.11% | 18,775 | +2,802 | +17.54% | $979,867 |