DESTINY WEALTH PARTNERS, LLC

Filed: 7/16/2025ACC: 0001844369-25-000005

📋 What this filing means

DESTINY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $744.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

192

Positions

$744.06M

Total AUM (reported)

10.46M

Total Shares

Allocation by class

COM$139.33M18.7%

HENDRSON AAA CL$44.06M5.9%

CL A$40.13M5.4%

GROWTH ETF$36.13M4.9%

US LARGE CAP VAL$29.38M3.9%

CORE PLUS BD ETF$27.21M3.7%

WORLD EX US CORE$22.17M3.0%

Portfolio Concentration

Top 3$109.58M14.7%

4–10$144.42M19.4%

11–25$179.24M24.1%

Rest$310.82M41.8%

Top 3 weight

14.7%

Top 10 weight

34.1%

Voting Authority Distribution

Total shares with voting rights: 10.46M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.46M

% of voting shares100.0%

Investment Discretion (by position count)

Sole192

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings192

Rows:

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares868.21K

TypeSH

Market value$44.06M

5.92%

Sole

0.00

Shared

0.00

None

868.21K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares82.42K

TypeSH

Market value$36.13M

4.86%

Sole

0.00

Shared

0.00

None

82.42K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares947.17K

TypeSH

Market value$29.38M

3.95%

Sole

0.00

Shared

0.00

None

947.17K

AMAZON COM INC

SOLE

COM

Shares132.94K

TypeSH

Market value$29.16M

3.92%

Sole

0.00

Shared

0.00

None

132.94K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares578.25K

TypeSH

Market value$27.21M

3.66%

Sole

0.00

Shared

0.00

None

578.25K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares755.02K

TypeSH

Market value$22.17M

2.98%

Sole

0.00

Shared

0.00

None

755.02K

MICROSOFT CORP

SOLE

COM

Shares34.51K

TypeSH

Market value$17.16M

2.31%

Sole

0.00

Shared

0.00

None

34.51K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares67.71K

TypeSH

Market value$17.15M

2.30%

Sole

0.00

Shared

0.00

None

67.71K

APPLE INC

SOLE

COM

Shares78.98K

TypeSH

Market value$16.21M

2.18%

Sole

0.00

Shared

0.00

None

78.98K

STRYKER CORPORATION

SOLE

COM

Shares38.82K

TypeSH

Market value$15.36M

2.06%

Sole

0.00

Shared

0.00

None

38.82K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares378.33K

TypeSH

Market value$15.17M

2.04%

Sole

0.00

Shared

0.00

None

378.33K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares260.37K

TypeSH

Market value$13.64M

1.83%

Sole

0.00

Shared

0.00

None

260.37K

MORGAN STANLEY ETF TRUST

SOLE

EATON VANCE TOTA

Shares258.09K

TypeSH

Market value$13.13M

1.76%

Sole

0.00

Shared

0.00

None

258.09K

NVIDIA CORPORATION

SOLE

COM

Shares82.14K

TypeSH

Market value$12.98M

1.74%

Sole

0.00

Shared

0.00

None

82.14K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares194.91K

TypeSH

Market value$12.63M

1.70%

Sole

0.00

Shared

0.00

None

194.91K

JANUS DETROIT STR TR

SOLE

B-BBB CLO ETF

Shares256.09K

TypeSH

Market value$12.35M

1.66%

Sole

0.00

Shared

0.00

None

256.09K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares178.79K

TypeSH

Market value$12.25M

1.65%

Sole

0.00

Shared

0.00

None

178.79K

BLACKSTONE SECD LENDING FD

SOLE

COMMON STOCK

Shares390.13K

TypeSH

Market value$12.00M

1.61%

Sole

0.00

Shared

0.00

None

390.13K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares58.12K

TypeSH

Market value$11.90M

1.60%

Sole

0.00

Shared

0.00

None

58.12K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares154.82K

TypeSH

Market value$11.70M

1.57%

Sole

0.00

Shared

0.00

None

154.82K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares15.00

TypeSH

Market value$10.93M

1.47%

Sole

0.00

Shared

0.00

None

15.00

BROADCOM INC

SOLE

COM

Shares38.34K

TypeSH

Market value$10.57M

1.42%

Sole

0.00

Shared

0.00

None

38.34K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares349.55K

TypeSH

Market value$10.23M

1.38%

Sole

0.00

Shared

0.00

None

349.55K

ALPHABET INC

SOLE

CAP STK CL A

Shares56.32K

TypeSH

Market value$9.93M

1.33%

Sole

0.00

Shared

0.00

None

56.32K

ISHARES TR

SOLE

BROAD USD HIGH

Shares262.19K

TypeSH

Market value$9.83M

1.32%

Sole

0.00

Shared

0.00

None

262.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	868.21K	SH	$44.06M 5.92%	868.21K
VANGUARD INDEX FDSSOLE	GROWTH ETF	82.42K	SH	$36.13M 4.86%	82.42K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	947.17K	SH	$29.38M 3.95%	947.17K
AMAZON COM INCSOLE	COM	132.94K	SH	$29.16M 3.92%	132.94K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	578.25K	SH	$27.21M 3.66%	578.25K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	755.02K	SH	$22.17M 2.98%	755.02K
MICROSOFT CORPSOLE	COM	34.51K	SH	$17.16M 2.31%	34.51K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	67.71K	SH	$17.15M 2.30%	67.71K
APPLE INCSOLE	COM	78.98K	SH	$16.21M 2.18%	78.98K
STRYKER CORPORATIONSOLE	COM	38.82K	SH	$15.36M 2.06%	38.82K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	378.33K	SH	$15.17M 2.04%	378.33K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	260.37K	SH	$13.64M 1.83%	260.37K
MORGAN STANLEY ETF TRUSTSOLE	EATON VANCE TOTA	258.09K	SH	$13.13M 1.76%	258.09K
NVIDIA CORPORATIONSOLE	COM	82.14K	SH	$12.98M 1.74%	82.14K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	194.91K	SH	$12.63M 1.70%	194.91K
JANUS DETROIT STR TRSOLE	B-BBB CLO ETF	256.09K	SH	$12.35M 1.66%	256.09K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	178.79K	SH	$12.25M 1.65%	178.79K
BLACKSTONE SECD LENDING FDSOLE	COMMON STOCK	390.13K	SH	$12.00M 1.61%	390.13K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	58.12K	SH	$11.90M 1.60%	58.12K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	154.82K	SH	$11.70M 1.57%	154.82K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	15.00	SH	$10.93M 1.47%	15.00
BROADCOM INCSOLE	COM	38.34K	SH	$10.57M 1.42%	38.34K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	349.55K	SH	$10.23M 1.38%	349.55K
ALPHABET INCSOLE	CAP STK CL A	56.32K	SH	$9.93M 1.33%	56.32K
ISHARES TRSOLE	BROAD USD HIGH	262.19K	SH	$9.83M 1.32%	262.19K

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