StockDriftsStockDriftsTop 50 Destiny Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6.17% | 513.7K | $43.8M | -5.36%(-29.12K) | $51.80(+72.15%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.67% | 988.6K | $40.2M | -2.60%(-26.38K) | $29.85(+41.13%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.63% | 864.7K | $39.9M | -0.45%(-3.87K) | $47.02(-1.71%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 5.15% | 722.9K | $36.5M | +4.20%(+29.14K) | $50.67(-0.11%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.09% | 793.7K | $29.0M | -2.14%(-17.35K) | $25.54(+49.36%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.92% | 58.2K | $20.7M | -24.73%(-19.12K) | $150.87(+128.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.91% | 76.0K | $20.6M | -41.55%(-54.00K) | $158.69(+65.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.35% | 54.0K | $16.7M | -36.18%(-30.62K) | $167.24(+82.60%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.18% | 76.9K | $15.4M | -27.69%(-29.45K) | $126.99(+78.02%) | 2026-06-30 | |
| DSCO | DOUBLELINE ETF TRUST | 2.14% | 610.4K | $15.1M | new | $24.88(-0.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.09% | +3.85% | +20.79% |
| Top 20 Holdings Unweighted | +9.68% | +31.94% | +3.77% | +20.33% |
Destiny Wealth Partners, LLC reports $708.89M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are VUG (6.2%), DFLV (5.7%) and JCPB (5.6%). The top 20 holdings account for 58.83% of reported assets. Its disclosed equity book has returned +34.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Destiny Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844369). View Destiny Wealth Partners, LLC’s 13F filings on SEC