DESTINY WEALTH PARTNERS, LLC

Filed: 4/14/2025ACC: 0001844369-25-000004

📋 What this filing means

DESTINY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $630.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

162

Positions

$630.28M

Total AUM (reported)

10.22M

Total Shares

Allocation by class

COM$102.46M16.3%

HENDRSON AAA CL$42.76M6.8%

CL A$32.44M5.1%

GROWTH ETF$30.56M4.8%

US LARGE CAP VAL$28.82M4.6%

CORE PLUS BD ETF$26.61M4.2%

SPDR TR TACTIC$14.99M2.4%

Portfolio Concentration

Top 3$102.14M16.2%

4–10$122.51M19.4%

11–25$155.60M24.7%

Rest$250.03M39.7%

Top 3 weight

16.2%

Top 10 weight

35.6%

Voting Authority Distribution

Total shares with voting rights: 10.22M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.22M

% of voting shares100.0%

Investment Discretion (by position count)

Sole162

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings162

Rows:

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares843.14K

TypeSH

Market value$42.76M

6.78%

Sole

0.00

Shared

0.00

None

843.14K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares82.42K

TypeSH

Market value$30.56M

4.85%

Sole

0.00

Shared

0.00

None

82.42K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares942.85K

TypeSH

Market value$28.82M

4.57%

Sole

0.00

Shared

0.00

None

942.85K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares565.75K

TypeSH

Market value$26.61M

4.22%

Sole

0.00

Shared

0.00

None

565.75K

AMAZON COM INC

SOLE

COM

Shares122.61K

TypeSH

Market value$23.33M

3.70%

Sole

0.00

Shared

0.00

None

122.61K

APPLE INC

SOLE

COM

Shares71.49K

TypeSH

Market value$15.88M

2.52%

Sole

0.00

Shared

0.00

None

71.49K

STRYKER CORPORATION

SOLE

COM

Shares41.43K

TypeSH

Market value$15.42M

2.45%

Sole

0.00

Shared

0.00

None

41.43K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares372.14K

TypeSH

Market value$14.99M

2.38%

Sole

0.00

Shared

0.00

None

372.14K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares65.49K

TypeSH

Market value$13.52M

2.15%

Sole

0.00

Shared

0.00

None

65.49K

BLACKSTONE SECD LENDING FD

SOLE

COMMON STOCK

Shares393.98K

TypeSH

Market value$12.75M

2.02%

Sole

0.00

Shared

0.00

None

393.98K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares251.76K

TypeSH

Market value$12.54M

1.99%

Sole

0.00

Shared

0.00

None

251.76K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares15.00

TypeSH

Market value$11.98M

1.90%

Sole

0.00

Shared

0.00

None

15.00

JANUS DETROIT STR TR

SOLE

B-BBB CLO ETF

Shares243.49K

TypeSH

Market value$11.85M

1.88%

Sole

0.00

Shared

0.00

None

243.49K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares58.18K

TypeSH

Market value$11.29M

1.79%

Sole

0.00

Shared

0.00

None

58.18K

MICROSOFT CORP

SOLE

COM

Shares29.54K

TypeSH

Market value$11.09M

1.76%

Sole

0.00

Shared

0.00

None

29.54K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares186.35K

TypeSH

Market value$10.48M

1.66%

Sole

0.00

Shared

0.00

None

186.35K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares398.70K

TypeSH

Market value$10.45M

1.66%

Sole

0.00

Shared

0.00

None

398.70K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares170.92K

TypeSH

Market value$10.28M

1.63%

Sole

0.00

Shared

0.00

None

170.92K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares343K

TypeSH

Market value$9.90M

1.57%

Sole

0.00

Shared

0.00

None

343K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.09K

TypeSH

Market value$9.63M

1.53%

Sole

0.00

Shared

0.00

None

18.09K

INVESCO ACTVELY MNGD ETC FD

SOLE

OPTIMUM YIELD

Shares703.71K

TypeSH

Market value$9.59M

1.52%

Sole

0.00

Shared

0.00

None

703.71K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares68.89K

TypeSH

Market value$9.35M

1.48%

Sole

0.00

Shared

0.00

None

68.89K

ISHARES TR

SOLE

BROAD USD HIGH

Shares249.50K

TypeSH

Market value$9.18M

1.46%

Sole

0.00

Shared

0.00

None

249.50K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares143.26K

TypeSH

Market value$9.03M

1.43%

Sole

0.00

Shared

0.00

None

143.26K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares360.56K

TypeSH

Market value$8.96M

1.42%

Sole

0.00

Shared

0.00

None

360.56K

Issuer	Class	Shares	Type	Value / Portfolio %	None
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	843.14K	SH	$42.76M 6.78%	843.14K
VANGUARD INDEX FDSSOLE	GROWTH ETF	82.42K	SH	$30.56M 4.85%	82.42K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	942.85K	SH	$28.82M 4.57%	942.85K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	565.75K	SH	$26.61M 4.22%	565.75K
AMAZON COM INCSOLE	COM	122.61K	SH	$23.33M 3.70%	122.61K
APPLE INCSOLE	COM	71.49K	SH	$15.88M 2.52%	71.49K
STRYKER CORPORATIONSOLE	COM	41.43K	SH	$15.42M 2.45%	41.43K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	372.14K	SH	$14.99M 2.38%	372.14K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	65.49K	SH	$13.52M 2.15%	65.49K
BLACKSTONE SECD LENDING FDSOLE	COMMON STOCK	393.98K	SH	$12.75M 2.02%	393.98K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	251.76K	SH	$12.54M 1.99%	251.76K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	15.00	SH	$11.98M 1.90%	15.00
JANUS DETROIT STR TRSOLE	B-BBB CLO ETF	243.49K	SH	$11.85M 1.88%	243.49K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	58.18K	SH	$11.29M 1.79%	58.18K
MICROSOFT CORPSOLE	COM	29.54K	SH	$11.09M 1.76%	29.54K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	186.35K	SH	$10.48M 1.66%	186.35K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	398.70K	SH	$10.45M 1.66%	398.70K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	170.92K	SH	$10.28M 1.63%	170.92K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	343K	SH	$9.90M 1.57%	343K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.09K	SH	$9.63M 1.53%	18.09K
INVESCO ACTVELY MNGD ETC FDSOLE	OPTIMUM YIELD	703.71K	SH	$9.59M 1.52%	703.71K
SPDR SER TRSOLE	S&P DIVID ETF	68.89K	SH	$9.35M 1.48%	68.89K
ISHARES TRSOLE	BROAD USD HIGH	249.50K	SH	$9.18M 1.46%	249.50K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	143.26K	SH	$9.03M 1.43%	143.26K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	360.56K	SH	$8.96M 1.42%	360.56K

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