Filed: 10/6/2025ACC: 0001844369-25-000007
๐ What this filing means
DESTINY WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 205 equity positions with a total reported market value of $816.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
205
Positions
$816.28M
Total AUM (reported)
10.96M
Total Shares
Allocation by class
COM$164.57M20.2%
HENDRSON AAA CL$46.41M5.7%
GROWTH ETF$40.11M4.9%
CL A$38.95M4.8%
US LARGE CAP VAL$32.03M3.9%
CORE PLUS BD ETF$28.13M3.4%
WORLD EX US CORE$24.78M3.0%
Portfolio Concentration
Top 3$118.55M14.5%
4โ10$161.10M19.7%
11โ25$209.50M25.7%
Rest$327.14M40.1%
Top 3 weight
14.5%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 10.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole205
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings205
Rows:
JANUS DETROIT STR TR
SOLEShares913.94K
TypeSH
Market value$46.41M
5.69%
Sole
0.00
Shared
0.00
None
913.94K
VANGUARD INDEX FDS
SOLEShares83.63K
TypeSH
Market value$40.11M
4.91%
Sole
0.00
Shared
0.00
None
83.63K
DIMENSIONAL ETF TRUST
SOLEShares973.51K
TypeSH
Market value$32.03M
3.92%
Sole
0.00
Shared
0.00
None
973.51K
J P MORGAN EXCHANGE TRADED F
SOLEShares591.58K
TypeSH
Market value$28.13M
3.45%
Sole
0.00
Shared
0.00
None
591.58K
AMAZON COM INC
SOLEShares126.16K
TypeSH
Market value$27.70M
3.39%
Sole
0.00
Shared
0.00
None
126.16K
DIMENSIONAL ETF TRUST
SOLEShares789.74K
TypeSH
Market value$24.78M
3.04%
Sole
0.00
Shared
0.00
None
789.74K
APPLE INC
SOLEShares87.96K
TypeSH
Market value$22.40M
2.74%
Sole
0.00
Shared
0.00
None
87.96K
SELECT SECTOR SPDR TR
SOLEShares68.94K
TypeSH
Market value$19.43M
2.38%
Sole
0.00
Shared
0.00
None
68.94K
ALPHABET INC
SOLEShares79.90K
TypeSH
Market value$19.42M
2.38%
Sole
0.00
Shared
0.00
None
79.90K
NVIDIA CORPORATION
SOLEShares103.10K
TypeSH
Market value$19.24M
2.36%
Sole
0.00
Shared
0.00
None
103.10K
MICROSOFT CORP
SOLEShares35.76K
TypeSH
Market value$18.52M
2.27%
Sole
0.00
Shared
0.00
None
35.76K
TESLA INC
SOLEShares39.20K
TypeSH
Market value$17.43M
2.14%
Sole
0.00
Shared
0.00
None
39.20K
SSGA ACTIVE ETF TR
SOLEShares407.44K
TypeSH
Market value$16.53M
2.03%
Sole
0.00
Shared
0.00
None
407.44K
SELECT SECTOR SPDR TR
SOLEShares268.12K
TypeSH
Market value$14.44M
1.77%
Sole
0.00
Shared
0.00
None
268.12K
MORGAN STANLEY ETF TRUST
SOLEShares277.25K
TypeSH
Market value$14.26M
1.75%
Sole
0.00
Shared
0.00
None
277.25K
FIDELITY COVINGTON TRUST
SOLEShares199.80K
TypeSH
Market value$14.18M
1.74%
Sole
0.00
Shared
0.00
None
199.80K
STRYKER CORPORATION
SOLEShares38.26K
TypeSH
Market value$14.14M
1.73%
Sole
0.00
Shared
0.00
None
38.26K
VANECK ETF TRUST
SOLEShares104.20K
TypeSH
Market value$14.13M
1.73%
Sole
0.00
Shared
0.00
None
104.20K
AMERICAN CENTY ETF TR
SOLEShares184.09K
TypeSH
Market value$13.83M
1.69%
Sole
0.00
Shared
0.00
None
184.09K
JANUS DETROIT STR TR
SOLEShares275.98K
TypeSH
Market value$13.29M
1.63%
Sole
0.00
Shared
0.00
None
275.98K
VANGUARD SPECIALIZED FUNDS
SOLEShares58.96K
TypeSH
Market value$12.72M
1.56%
Sole
0.00
Shared
0.00
None
58.96K
FIRST TR EXCHANGE TRADED FD
SOLEShares157.07K
TypeSH
Market value$11.94M
1.46%
Sole
0.00
Shared
0.00
None
157.07K
BROADCOM INC
SOLEShares34.97K
TypeSH
Market value$11.54M
1.41%
Sole
0.00
Shared
0.00
None
34.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.00
TypeSH
Market value$11.31M
1.39%
Sole
0.00
Shared
0.00
None
15.00
ISHARES TR
SOLEShares296.94K
TypeSH
Market value$11.22M
1.37%
Sole
0.00
Shared
0.00
None
296.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 913.94K | SH | $46.41M 5.69% | 0.00 | 0.00 | 913.94K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 83.63K | SH | $40.11M 4.91% | 0.00 | 0.00 | 83.63K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 973.51K | SH | $32.03M 3.92% | 0.00 | 0.00 | 973.51K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 591.58K | SH | $28.13M 3.45% | 0.00 | 0.00 | 591.58K |
AMAZON COM INCSOLE | COM | 126.16K | SH | $27.70M 3.39% | 0.00 | 0.00 | 126.16K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 789.74K | SH | $24.78M 3.04% | 0.00 | 0.00 | 789.74K |
APPLE INCSOLE | COM | 87.96K | SH | $22.40M 2.74% | 0.00 | 0.00 | 87.96K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 68.94K | SH | $19.43M 2.38% | 0.00 | 0.00 | 68.94K |
ALPHABET INCSOLE | CAP STK CL A | 79.90K | SH | $19.42M 2.38% | 0.00 | 0.00 | 79.90K |
NVIDIA CORPORATIONSOLE | COM | 103.10K | SH | $19.24M 2.36% | 0.00 | 0.00 | 103.10K |
MICROSOFT CORPSOLE | COM | 35.76K | SH | $18.52M 2.27% | 0.00 | 0.00 | 35.76K |
TESLA INCSOLE | COM | 39.20K | SH | $17.43M 2.14% | 0.00 | 0.00 | 39.20K |
SSGA ACTIVE ETF TRSOLE | SPDR TR TACTIC | 407.44K | SH | $16.53M 2.03% | 0.00 | 0.00 | 407.44K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 268.12K | SH | $14.44M 1.77% | 0.00 | 0.00 | 268.12K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 277.25K | SH | $14.26M 1.75% | 0.00 | 0.00 | 277.25K |
FIDELITY COVINGTON TRUSTSOLE | MSCI COMMNTN SVC | 199.80K | SH | $14.18M 1.74% | 0.00 | 0.00 | 199.80K |
STRYKER CORPORATIONSOLE | COM | 38.26K | SH | $14.14M 1.73% | 0.00 | 0.00 | 38.26K |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 104.20K | SH | $14.13M 1.73% | 0.00 | 0.00 | 104.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 184.09K | SH | $13.83M 1.69% | 0.00 | 0.00 | 184.09K |
JANUS DETROIT STR TRSOLE | B-BBB CLO ETF | 275.98K | SH | $13.29M 1.63% | 0.00 | 0.00 | 275.98K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 58.96K | SH | $12.72M 1.56% | 0.00 | 0.00 | 58.96K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDAQ CYB ETF | 157.07K | SH | $11.94M 1.46% | 0.00 | 0.00 | 157.07K |
BROADCOM INCSOLE | COM | 34.97K | SH | $11.54M 1.41% | 0.00 | 0.00 | 34.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.31M 1.39% | 0.00 | 0.00 | 15.00 |
ISHARES TRSOLE | BROAD USD HIGH | 296.94K | SH | $11.22M 1.37% | 0.00 | 0.00 | 296.94K |
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