Filed: 5/11/2026ACC: 0001844369-26-000004
📋 What this filing means
DESTINY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 1148 equity positions with a total reported market value of $914.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1148
Positions
$914.43M
Total AUM (reported)
14.05M
Total Shares
Allocation by class
COM$189.39M20.7%
CORE PLUS BD ETF$40.89M4.5%
GROWTH ETF$39.51M4.3%
US LARGE CAP VAL$36.24M4.0%
HENDRSON AAA CL$34.94M3.8%
CL A$33.66M3.7%
WORLD EX US CORE$27.55M3.0%
Portfolio Concentration
Top 3$116.65M12.8%
4–10$168.85M18.5%
11–25$210.53M23.0%
Rest$418.40M45.8%
Top 3 weight
12.8%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 14.05M
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
14.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1148
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1148
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares868.59K
TypeSH
Market value$40.89M
4.47%
Sole
0.00
Shared
0.00
None
868.59K
VANGUARD INDEX FDS
SOLEShares90.46K
TypeSH
Market value$39.51M
4.32%
Sole
0.00
Shared
0.00
None
90.46K
DIMENSIONAL ETF TRUST
SOLEShares1.01M
TypeSH
Market value$36.24M
3.96%
Sole
0.00
Shared
0.00
None
1.01M
JANUS DETROIT STR TR
SOLEShares693.76K
TypeSH
Market value$34.94M
3.82%
Sole
0.00
Shared
0.00
None
693.76K
DIMENSIONAL ETF TRUST
SOLEShares811.08K
TypeSH
Market value$27.55M
3.01%
Sole
0.00
Shared
0.00
None
811.08K
AMAZON COM INC
SOLEShares129.97K
TypeSH
Market value$27.07M
2.96%
Sole
0.00
Shared
0.00
None
129.97K
ALPHABET INC
SOLEShares77.32K
TypeSH
Market value$22.23M
2.43%
Sole
0.00
Shared
0.00
None
77.32K
APPLE INC
SOLEShares84.64K
TypeSH
Market value$21.48M
2.35%
Sole
0.00
Shared
0.00
None
84.64K
NVIDIA CORPORATION
SOLEShares106.35K
TypeSH
Market value$18.55M
2.03%
Sole
0.00
Shared
0.00
None
106.35K
VIRTUS ETF TR II
SOLEShares738.37K
TypeSH
Market value$17.03M
1.86%
Sole
0.00
Shared
0.00
None
738.37K
FIDELITY MERRIMACK STR TR
SOLEShares372.36K
TypeSH
Market value$16.99M
1.86%
Sole
0.00
Shared
0.00
None
372.36K
MICROSOFT CORP
SOLEShares41.68K
TypeSH
Market value$15.43M
1.69%
Sole
0.00
Shared
0.00
None
41.68K
J P MORGAN EXCHANGE TRADED F
SOLEShares311.94K
TypeSH
Market value$14.92M
1.63%
Sole
0.00
Shared
0.00
None
311.94K
TESLA INC
SOLEShares39.66K
TypeSH
Market value$14.74M
1.61%
Sole
0.00
Shared
0.00
None
39.66K
MORGAN STANLEY ETF TRUST
SOLEShares289.79K
TypeSH
Market value$14.71M
1.61%
Sole
0.00
Shared
0.00
None
289.79K
GLOBAL X FDS
SOLEShares282.61K
TypeSH
Market value$14.36M
1.57%
Sole
0.00
Shared
0.00
None
282.61K
AMERICAN CENTY ETF TR
SOLEShares174.96K
TypeSH
Market value$14.10M
1.54%
Sole
0.00
Shared
0.00
None
174.96K
ISHARES TR
SOLEShares79.44K
TypeSH
Market value$13.97M
1.53%
Sole
0.00
Shared
0.00
None
79.44K
VANECK ETF TRUST
SOLEShares264.71K
TypeSH
Market value$13.95M
1.53%
Sole
0.00
Shared
0.00
None
264.71K
FIDELITY COVINGTON TRUST
SOLEShares200.79K
TypeSH
Market value$13.68M
1.50%
Sole
0.00
Shared
0.00
None
200.79K
DIMENSIONAL ETF TRUST
SOLEShares246.34K
TypeSH
Market value$13.00M
1.42%
Sole
0.00
Shared
0.00
None
246.34K
VANGUARD SPECIALIZED FUNDS
SOLEShares60.20K
TypeSH
Market value$12.95M
1.42%
Sole
0.00
Shared
0.00
None
60.20K
ISHARES TR
SOLEShares346.41K
TypeSH
Market value$12.76M
1.40%
Sole
0.00
Shared
0.00
None
346.41K
ISHARES TR
SOLEShares252.84K
TypeSH
Market value$12.55M
1.37%
Sole
0.00
Shared
0.00
None
252.84K
STRYKER CORPORATION
SOLEShares37.81K
TypeSH
Market value$12.42M
1.36%
Sole
0.00
Shared
0.00
None
37.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 868.59K | SH | $40.89M 4.47% | 0.00 | 0.00 | 868.59K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 90.46K | SH | $39.51M 4.32% | 0.00 | 0.00 | 90.46K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 1.01M | SH | $36.24M 3.96% | 0.00 | 0.00 | 1.01M |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 693.76K | SH | $34.94M 3.82% | 0.00 | 0.00 | 693.76K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 811.08K | SH | $27.55M 3.01% | 0.00 | 0.00 | 811.08K |
AMAZON COM INCSOLE | COM | 129.97K | SH | $27.07M 2.96% | 0.00 | 0.00 | 129.97K |
ALPHABET INCSOLE | CAP STK CL A | 77.32K | SH | $22.23M 2.43% | 0.00 | 0.00 | 77.32K |
APPLE INCSOLE | COM | 84.64K | SH | $21.48M 2.35% | 0.00 | 0.00 | 84.64K |
NVIDIA CORPORATIONSOLE | COM | 106.35K | SH | $18.55M 2.03% | 0.00 | 0.00 | 106.35K |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 738.37K | SH | $17.03M 1.86% | 0.00 | 0.00 | 738.37K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 372.36K | SH | $16.99M 1.86% | 0.00 | 0.00 | 372.36K |
MICROSOFT CORPSOLE | COM | 41.68K | SH | $15.43M 1.69% | 0.00 | 0.00 | 41.68K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 311.94K | SH | $14.92M 1.63% | 0.00 | 0.00 | 311.94K |
TESLA INCSOLE | COM | 39.66K | SH | $14.74M 1.61% | 0.00 | 0.00 | 39.66K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 289.79K | SH | $14.71M 1.61% | 0.00 | 0.00 | 289.79K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 282.61K | SH | $14.36M 1.57% | 0.00 | 0.00 | 282.61K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 174.96K | SH | $14.10M 1.54% | 0.00 | 0.00 | 174.96K |
ISHARES TRSOLE | U.S. BAS MTL ETF | 79.44K | SH | $13.97M 1.53% | 0.00 | 0.00 | 79.44K |
VANECK ETF TRUSTSOLE | CLO ETF | 264.71K | SH | $13.95M 1.53% | 0.00 | 0.00 | 264.71K |
FIDELITY COVINGTON TRUSTSOLE | MSCI COMMNTN SVC | 200.79K | SH | $13.68M 1.50% | 0.00 | 0.00 | 200.79K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 246.34K | SH | $13.00M 1.42% | 0.00 | 0.00 | 246.34K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 60.20K | SH | $12.95M 1.42% | 0.00 | 0.00 | 60.20K |
ISHARES TRSOLE | BROAD USD HIGH | 346.41K | SH | $12.76M 1.40% | 0.00 | 0.00 | 346.41K |
ISHARES TRSOLE | 10+ YR INVST GRD | 252.84K | SH | $12.55M 1.37% | 0.00 | 0.00 | 252.84K |
STRYKER CORPORATIONSOLE | COM | 37.81K | SH | $12.42M 1.36% | 0.00 | 0.00 | 37.81K |
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