Filed: 2/3/2026ACC: 0001844369-26-000002
๐ What this filing means
DESTINY WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 211 equity positions with a total reported market value of $871.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
211
Positions
$871.48M
Total AUM (reported)
12.14M
Total Shares
Allocation by class
COM$165.09M18.9%
GROWTH ETF$43.47M5.0%
CORE PLUS BD ETF$40.66M4.7%
CL A$37.47M4.3%
US LARGE CAP VAL$36.98M4.2%
HENDRSON AAA CL$35.96M4.1%
WORLD EX US CORE$27.95M3.2%
Portfolio Concentration
Top 3$121.12M13.9%
4โ10$178.37M20.5%
11โ25$222.47M25.5%
Rest$349.52M40.1%
Top 3 weight
13.9%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 12.14M
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
12.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole211
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings211
Rows:
VANGUARD INDEX FDS
SOLEShares89.31K
TypeSH
Market value$43.47M
4.99%
Sole
0.00
Shared
0.00
None
89.31K
J P MORGAN EXCHANGE TRADED F
SOLEShares854.90K
TypeSH
Market value$40.66M
4.67%
Sole
0.00
Shared
0.00
None
854.90K
DIMENSIONAL ETF TRUST
SOLEShares1.04M
TypeSH
Market value$36.98M
4.24%
Sole
0.00
Shared
0.00
None
1.04M
JANUS DETROIT STR TR
SOLEShares708.25K
TypeSH
Market value$35.96M
4.13%
Sole
0.00
Shared
0.00
None
708.25K
AMAZON COM INC
SOLEShares120.32K
TypeSH
Market value$28.69M
3.29%
Sole
0.00
Shared
0.00
None
120.32K
DIMENSIONAL ETF TRUST
SOLEShares803.30K
TypeSH
Market value$27.95M
3.21%
Sole
0.00
Shared
0.00
None
803.30K
ALPHABET INC
SOLEShares79.26K
TypeSH
Market value$26.42M
3.03%
Sole
0.00
Shared
0.00
None
79.26K
SELECT SECTOR SPDR TR
SOLEShares136.98K
TypeSH
Market value$20.01M
2.30%
Sole
0.00
Shared
0.00
None
136.98K
NVIDIA CORPORATION
SOLEShares106.28K
TypeSH
Market value$19.82M
2.27%
Sole
0.00
Shared
0.00
None
106.28K
APPLE INC
SOLEShares76.50K
TypeSH
Market value$19.54M
2.24%
Sole
0.00
Shared
0.00
None
76.50K
MICROSOFT CORP
SOLEShares37.30K
TypeSH
Market value$17.54M
2.01%
Sole
0.00
Shared
0.00
None
37.30K
TESLA INC
SOLEShares39.71K
TypeSH
Market value$17.28M
1.98%
Sole
0.00
Shared
0.00
None
39.71K
SSGA ACTIVE ETF TR
SOLEShares425.51K
TypeSH
Market value$17.16M
1.97%
Sole
0.00
Shared
0.00
None
425.51K
VIRTUS ETF TR II
SOLEShares726.37K
TypeSH
Market value$16.95M
1.94%
Sole
0.00
Shared
0.00
None
726.37K
VANECK ETF TRUST
SOLEShares105.97K
TypeSH
Market value$15.74M
1.81%
Sole
0.00
Shared
0.00
None
105.97K
AMERICAN CENTY ETF TR
SOLEShares183.63K
TypeSH
Market value$15.26M
1.75%
Sole
0.00
Shared
0.00
None
183.63K
MORGAN STANLEY ETF TRUST
SOLEShares288.66K
TypeSH
Market value$14.94M
1.71%
Sole
0.00
Shared
0.00
None
288.66K
FIDELITY COVINGTON TRUST
SOLEShares199.63K
TypeSH
Market value$14.79M
1.70%
Sole
0.00
Shared
0.00
None
199.63K
GLOBAL X FDS
SOLEShares281.80K
TypeSH
Market value$14.41M
1.65%
Sole
0.00
Shared
0.00
None
281.80K
STRYKER CORPORATION
SOLEShares38.21K
TypeSH
Market value$13.64M
1.57%
Sole
0.00
Shared
0.00
None
38.21K
VANGUARD SPECIALIZED FUNDS
SOLEShares60.35K
TypeSH
Market value$13.55M
1.56%
Sole
0.00
Shared
0.00
None
60.35K
JANUS DETROIT STR TR
SOLEShares280.79K
TypeSH
Market value$13.54M
1.55%
Sole
0.00
Shared
0.00
None
280.79K
DIMENSIONAL ETF TRUST
SOLEShares251.24K
TypeSH
Market value$13.17M
1.51%
Sole
0.00
Shared
0.00
None
251.24K
VANGUARD SCOTTSDALE FDS
SOLEShares163.62K
TypeSH
Market value$12.57M
1.44%
Sole
0.00
Shared
0.00
None
163.62K
FIRST TR EXCHANGE TRADED FD
SOLEShares165.51K
TypeSH
Market value$11.93M
1.37%
Sole
0.00
Shared
0.00
None
165.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 89.31K | SH | $43.47M 4.99% | 0.00 | 0.00 | 89.31K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 854.90K | SH | $40.66M 4.67% | 0.00 | 0.00 | 854.90K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.04M | SH | $36.98M 4.24% | 0.00 | 0.00 | 1.04M |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 708.25K | SH | $35.96M 4.13% | 0.00 | 0.00 | 708.25K |
AMAZON COM INCSOLE | COM | 120.32K | SH | $28.69M 3.29% | 0.00 | 0.00 | 120.32K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 803.30K | SH | $27.95M 3.21% | 0.00 | 0.00 | 803.30K |
ALPHABET INCSOLE | CAP STK CL A | 79.26K | SH | $26.42M 3.03% | 0.00 | 0.00 | 79.26K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 136.98K | SH | $20.01M 2.30% | 0.00 | 0.00 | 136.98K |
NVIDIA CORPORATIONSOLE | COM | 106.28K | SH | $19.82M 2.27% | 0.00 | 0.00 | 106.28K |
APPLE INCSOLE | COM | 76.50K | SH | $19.54M 2.24% | 0.00 | 0.00 | 76.50K |
MICROSOFT CORPSOLE | COM | 37.30K | SH | $17.54M 2.01% | 0.00 | 0.00 | 37.30K |
TESLA INCSOLE | COM | 39.71K | SH | $17.28M 1.98% | 0.00 | 0.00 | 39.71K |
SSGA ACTIVE ETF TRSOLE | STATE STREET DOU | 425.51K | SH | $17.16M 1.97% | 0.00 | 0.00 | 425.51K |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 726.37K | SH | $16.95M 1.94% | 0.00 | 0.00 | 726.37K |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 105.97K | SH | $15.74M 1.81% | 0.00 | 0.00 | 105.97K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 183.63K | SH | $15.26M 1.75% | 0.00 | 0.00 | 183.63K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 288.66K | SH | $14.94M 1.71% | 0.00 | 0.00 | 288.66K |
FIDELITY COVINGTON TRUSTSOLE | MSCI COMMNTN SVC | 199.63K | SH | $14.79M 1.70% | 0.00 | 0.00 | 199.63K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 281.80K | SH | $14.41M 1.65% | 0.00 | 0.00 | 281.80K |
STRYKER CORPORATIONSOLE | COM | 38.21K | SH | $13.64M 1.57% | 0.00 | 0.00 | 38.21K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 60.35K | SH | $13.55M 1.56% | 0.00 | 0.00 | 60.35K |
JANUS DETROIT STR TRSOLE | B-BBB CLO ETF | 280.79K | SH | $13.54M 1.55% | 0.00 | 0.00 | 280.79K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 251.24K | SH | $13.17M 1.51% | 0.00 | 0.00 | 251.24K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 163.62K | SH | $12.57M 1.44% | 0.00 | 0.00 | 163.62K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDAQ CYB ETF | 165.51K | SH | $11.93M 1.37% | 0.00 | 0.00 | 165.51K |
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