Filed: 8/7/2026ACC: 0001844369-26-000005
📋 What this filing means
DESTINY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $708.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$708.89M
Total AUM (reported)
11.67M
Total Shares
Allocation by class
COM$114.62M16.2%
GROWTH ETF$43.76M6.2%
US LARG VALU ETF$40.21M5.7%
CORE PLUS BD ETF$39.93M5.6%
HENDRSON AAA CL$36.51M5.1%
WORLD EX US CORE$28.98M4.1%
CL A$23.73M3.3%
Portfolio Concentration
Top 3$123.91M17.5%
4–10$154.11M21.7%
11–25$192.47M27.2%
Rest$238.40M33.6%
Top 3 weight
17.5%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 11.67M
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
11.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:
VANGUARD INDEX FDS
SOLEShares513.66K
TypeSH
Market value$43.76M
6.17%
Sole
0.00
Shared
0.00
None
513.66K
DIMENSIONAL ETF TRUST
SOLEShares988.56K
TypeSH
Market value$40.21M
5.67%
Sole
0.00
Shared
0.00
None
988.56K
J P MORGAN EXCHANGE TRADED F
SOLEShares864.71K
TypeSH
Market value$39.93M
5.63%
Sole
0.00
Shared
0.00
None
864.71K
JANUS DETROIT STR TR
SOLEShares722.90K
TypeSH
Market value$36.51M
5.15%
Sole
0.00
Shared
0.00
None
722.90K
DIMENSIONAL ETF TRUST
SOLEShares793.73K
TypeSH
Market value$28.98M
4.09%
Sole
0.00
Shared
0.00
None
793.73K
ALPHABET INC
SOLEShares58.20K
TypeSH
Market value$20.73M
2.92%
Sole
0.00
Shared
0.00
None
58.20K
AMAZON COM INC
SOLEShares75.97K
TypeSH
Market value$20.63M
2.91%
Sole
0.00
Shared
0.00
None
75.97K
APPLE INC
SOLEShares54.02K
TypeSH
Market value$16.69M
2.35%
Sole
0.00
Shared
0.00
None
54.02K
NVIDIA CORPORATION
SOLEShares76.91K
TypeSH
Market value$15.44M
2.18%
Sole
0.00
Shared
0.00
None
76.91K
DOUBLELINE ETF TRUST
SOLEShares610.35K
TypeSH
Market value$15.14M
2.14%
Sole
0.00
Shared
0.00
None
610.35K
GLOBAL X FDS
SOLEShares267.40K
TypeSH
Market value$15.07M
2.13%
Sole
0.00
Shared
0.00
None
267.40K
AMERICAN CENTY ETF TR
SOLEShares165.22K
TypeSH
Market value$14.79M
2.09%
Sole
0.00
Shared
0.00
None
165.22K
SPDR SERIES TRUST
SOLEShares69.45K
TypeSH
Market value$14.46M
2.04%
Sole
0.00
Shared
0.00
None
69.45K
VANECK ETF TRUST
SOLEShares269.90K
TypeSH
Market value$14.30M
2.02%
Sole
0.00
Shared
0.00
None
269.90K
SPDR SERIES TRUST
SOLEShares94.17K
TypeSH
Market value$13.84M
1.95%
Sole
0.00
Shared
0.00
None
94.17K
DIMENSIONAL ETF TRUST
SOLEShares239.94K
TypeSH
Market value$13.74M
1.94%
Sole
0.00
Shared
0.00
None
239.94K
ISHARES TR
SOLEShares369.02K
TypeSH
Market value$13.57M
1.91%
Sole
0.00
Shared
0.00
None
369.02K
VIRTUS ETF TR II
SOLEShares582.62K
TypeSH
Market value$13.50M
1.90%
Sole
0.00
Shared
0.00
None
582.62K
FIDELITY MERRIMACK STR TR
SOLEShares297.65K
TypeSH
Market value$13.31M
1.88%
Sole
0.00
Shared
0.00
None
297.65K
MICROSOFT CORP
SOLEShares26.87K
TypeSH
Market value$12.49M
1.76%
Sole
0.00
Shared
0.00
None
26.87K
FIRST TR EXCHANGE-TRADED FD
SOLEShares133.38K
TypeSH
Market value$12.25M
1.73%
Sole
0.00
Shared
0.00
None
133.38K
MORGAN STANLEY ETF TRUST
SOLEShares231.60K
TypeSH
Market value$11.55M
1.63%
Sole
0.00
Shared
0.00
None
231.60K
BROADCOM INC
SOLEShares25.90K
TypeSH
Market value$10.08M
1.42%
Sole
0.00
Shared
0.00
None
25.90K
TESLA INC
SOLEShares32.11K
TypeSH
Market value$9.99M
1.41%
Sole
0.00
Shared
0.00
None
32.11K
INVESCO EXCH TRADED FD TR II
SOLEShares217.49K
TypeSH
Market value$9.52M
1.34%
Sole
0.00
Shared
0.00
None
217.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 513.66K | SH | $43.76M 6.17% | 0.00 | 0.00 | 513.66K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 988.56K | SH | $40.21M 5.67% | 0.00 | 0.00 | 988.56K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 864.71K | SH | $39.93M 5.63% | 0.00 | 0.00 | 864.71K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 722.90K | SH | $36.51M 5.15% | 0.00 | 0.00 | 722.90K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 793.73K | SH | $28.98M 4.09% | 0.00 | 0.00 | 793.73K |
ALPHABET INCSOLE | CAP STK CL A | 58.20K | SH | $20.73M 2.92% | 0.00 | 0.00 | 58.20K |
AMAZON COM INCSOLE | COM | 75.97K | SH | $20.63M 2.91% | 0.00 | 0.00 | 75.97K |
APPLE INCSOLE | COM | 54.02K | SH | $16.69M 2.35% | 0.00 | 0.00 | 54.02K |
NVIDIA CORPORATIONSOLE | COM | 76.91K | SH | $15.44M 2.18% | 0.00 | 0.00 | 76.91K |
DOUBLELINE ETF TRUSTSOLE | SECUR CR ETF | 610.35K | SH | $15.14M 2.14% | 0.00 | 0.00 | 610.35K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 267.40K | SH | $15.07M 2.13% | 0.00 | 0.00 | 267.40K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 165.22K | SH | $14.79M 2.09% | 0.00 | 0.00 | 165.22K |
SPDR SERIES TRUSTSOLE | ST STR SP TELCO | 69.45K | SH | $14.46M 2.04% | 0.00 | 0.00 | 69.45K |
VANECK ETF TRUSTSOLE | CLO ETF | 269.90K | SH | $14.30M 2.02% | 0.00 | 0.00 | 269.90K |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 94.17K | SH | $13.84M 1.95% | 0.00 | 0.00 | 94.17K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 239.94K | SH | $13.74M 1.94% | 0.00 | 0.00 | 239.94K |
ISHARES TRSOLE | BROAD USD HIGH | 369.02K | SH | $13.57M 1.91% | 0.00 | 0.00 | 369.02K |
VIRTUS ETF TR IISOLE | SEIX SR LN ETF | 582.62K | SH | $13.50M 1.90% | 0.00 | 0.00 | 582.62K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 297.65K | SH | $13.31M 1.88% | 0.00 | 0.00 | 297.65K |
MICROSOFT CORPSOLE | COM | 26.87K | SH | $12.49M 1.76% | 0.00 | 0.00 | 26.87K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 133.38K | SH | $12.25M 1.73% | 0.00 | 0.00 | 133.38K |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 231.60K | SH | $11.55M 1.63% | 0.00 | 0.00 | 231.60K |
BROADCOM INCSOLE | COM | 25.90K | SH | $10.08M 1.42% | 0.00 | 0.00 | 25.90K |
TESLA INCSOLE | COM | 32.11K | SH | $9.99M 1.41% | 0.00 | 0.00 | 32.11K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 217.49K | SH | $9.52M 1.34% | 0.00 | 0.00 | 217.49K |
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