Top 50 Destiny Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.47% | 868.6K | $40.9M | +1.60%(+13.68K) | $47.02(-0.59%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.32% | 90.5K | $39.5M | +1.29%(+1.15K) | $51.80(+65.04%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.96% | 1.01M | $36.2M | -2.00%(-20.70K) | $29.85(+33.03%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.82% | 693.8K | $34.9M | -2.05%(-14.49K) | $50.67(-0.25%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.01% | 811.1K | $27.6M | +0.97%(+7.78K) | $25.54(+43.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.96% | 130.0K | $27.1M | +8.02%(+9.65K) | $158.69(+52.92%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.43% | 77.3K | $22.2M | -2.45%(-1.95K) | $150.87(+138.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.35% | 84.6K | $21.5M | +10.63%(+8.13K) | $167.24(+84.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.03% | 106.3K | $18.5M | +0.06%(+66) | $126.99(+53.42%) | 2026-03-31 | |
| SEIX | VIRTUS ETF TR II | 1.86% | 738.4K | $17.0M | +1.65%(+12.00K) | $23.47(-1.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.28% | +26.96% |
| Top 20 Holdings Unweighted | +7.94% | +25.78% |
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