Destiny Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Destiny Wealth Partners, Llc disclosed 180 stock positions valued at approximately $708.85M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 180
- Portfolio Value
- $708.85M
Holdings by Sector
Destiny Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 6.17% | 513,656 | +423,194 | +467.81% | $43,763,529 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 5.67% | 988,557 | -26,378 | -2.60% | $40,214,499 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 5.63% | 864,714 | -3,872 | -0.45% | $39,932,478 |
| JANUS DETROIT STR TR | JAAA | Other | 5.15% | 722,899 | +29,135 | +4.20% | $36,506,390 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.09% | 793,729 | -17,349 | -2.14% | $28,979,038 |
| ALPHABET INC | GOOGL | Communication Services | 2.92% | 58,200 | -19,119 | -24.73% | $20,726,761 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.91% | 75,967 | -54,001 | -41.55% | $20,631,118 |
| APPLE INC | AAPL | Technology | 2.35% | 54,016 | -30,621 | -36.18% | $16,686,223 |
| NVIDIA CORPORATION | NVDA | Technology | 2.18% | 76,905 | -29,445 | -27.69% | $15,438,672 |
| GLOBAL X FDS | PAVE | Other | 2.13% | 267,397 | -15,214 | -5.38% | $15,070,504 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.09% | 165,221 | -9,737 | -5.57% | $14,788,910 |
| SPDR SERIES TRUST | XTL | Other | 2.04% | 69,454 | +69,454 | +100.00% | $14,457,609 |
| VANECK ETF TRUST | CLOI | Other | 2.02% | 269,896 | +5,185 | +1.96% | $14,301,789 |
| SPDR SERIES TRUST | XBI | Other | 1.95% | 94,172 | +94,136 | +261488.89% | $13,844,226 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.94% | 239,939 | -6,400 | -2.60% | $13,741,279 |
| ISHARES TR | USHY | Other | 1.91% | 369,017 | +22,607 | +6.53% | $13,572,463 |
| VIRTUS ETF TR II | SEIX | Other | 1.90% | 582,615 | -155,757 | -21.09% | $13,495,860 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.88% | 297,650 | -74,714 | -20.06% | $13,310,890 |
| MICROSOFT CORP | MSFT | Technology | 1.76% | 26,866 | -14,815 | -35.54% | $12,485,091 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.73% | 133,375 | -36,641 | -21.55% | $12,247,827 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 1.63% | 231,605 | -58,183 | -20.08% | $11,552,446 |
| BROADCOM INC | AVGO | Technology | 1.42% | 25,899 | -10,077 | -28.01% | $10,081,889 |
| TESLA INC | TSLA | Consumer Cyclical | 1.41% | 32,107 | -7,555 | -19.05% | $9,991,899 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 1.34% | 217,494 | -6,081 | -2.72% | $9,524,055 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.28% | 189,248 | -122,687 | -39.33% | $9,059,322 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.27% | 47,177 | +32,505 | +221.54% | $9,004,202 |
| VANECK ETF TRUST | ANGL | Other | 1.27% | 310,481 | -86,673 | -21.82% | $8,979,112 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.23% | 18,265 | -7,356 | -28.71% | $8,696,880 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.13% | 329,251 | -81,134 | -19.77% | $8,037,018 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.09% | 32,419 | -27,782 | -46.15% | $7,753,690 |
Showing 30 of 180 holdings in the latest reporting period.
Destiny Wealth Partners, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | CRWD | CrowdStrike Holdings, Inc. | CALL | 100 | $19,086 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.