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Destiny Wealth Partners, LLC

Portfolio Manager
Destiny Wealth Partners, LLC
Performance
-3.99% (2026 Q1)
AUM (13F)
$914.43M
# of Holdings
1148
Performance Rank
Allocation (Top 20)
47.28%

Destiny Wealth Partners, LLC Holdings Map

Top 50 Destiny Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JCPB
J P MORGAN EXCHANGE TRADED F
4.47%868.6K$40.9M
+1.60%(+13.68K)
2025-Q1: 565.8K shares2025-Q2: 578.3K shares2025-Q3: 591.6K shares2025-Q4: 854.9K shares2026-Q1: 868.6K shares
$47.02(-0.59%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.32%90.5K$39.5M
+1.29%(+1.15K)
2025-Q1: 82.4K shares2025-Q2: 82.4K shares2025-Q3: 83.6K shares2025-Q4: 89.3K shares2026-Q1: 90.5K shares
$51.80(+65.04%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
3.96%1.01M$36.2M
-2.00%(-20.70K)
2025-Q1: 942.8K shares2025-Q2: 947.2K shares2025-Q3: 973.5K shares2025-Q4: 1.04M shares2026-Q1: 1.01M shares
$29.85(+33.03%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.82%693.8K$34.9M
-2.05%(-14.49K)
2025-Q1: 843.1K shares2025-Q2: 868.2K shares2025-Q3: 913.9K shares2025-Q4: 708.3K shares2026-Q1: 693.8K shares
$50.67(-0.25%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
3.01%811.1K$27.6M
+0.97%(+7.78K)
2025-Q1: 398.7K shares2025-Q2: 755.0K shares2025-Q3: 789.7K shares2025-Q4: 803.3K shares2026-Q1: 811.1K shares
$25.54(+43.68%)
2026-03-31
AMZN
AMAZON COM INC
2.96%130.0K$27.1M
+8.02%(+9.65K)
2025-Q1: 122.6K shares2025-Q2: 132.9K shares2025-Q3: 126.2K shares2025-Q4: 120.3K shares2026-Q1: 130.0K shares
$158.69(+52.92%)
2026-03-31
GOOGL
ALPHABET INC
2.43%77.3K$22.2M
-2.45%(-1.95K)
2025-Q1: 39.1K shares2025-Q2: 56.3K shares2025-Q3: 79.9K shares2025-Q4: 79.3K shares2026-Q1: 77.3K shares
$150.87(+138.56%)
2026-03-31
AAPL
APPLE INC
2.35%84.6K$21.5M
+10.63%(+8.13K)
2025-Q1: 71.5K shares2025-Q2: 79.0K shares2025-Q3: 88.0K shares2025-Q4: 76.5K shares2026-Q1: 84.6K shares
$167.24(+84.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.03%106.3K$18.5M
+0.06%(+66)
2025-Q1: 55.4K shares2025-Q2: 82.1K shares2025-Q3: 103.1K shares2025-Q4: 106.3K shares2026-Q1: 106.3K shares
$126.99(+53.42%)
2026-03-31
SEIX
VIRTUS ETF TR II
1.86%738.4K$17.0M
+1.65%(+12.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 20.0K shares2025-Q4: 726.4K shares2026-Q1: 738.4K shares
$23.47(-1.43%)
2026-03-31

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