EdgeMarket › What Destiny Wealth Partners, Llc reported owning
What Destiny Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
914.4MPositions
1,148Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| JCPB JPMorgan Core Plus Bond ETF | 40.9M | 4.5% | 868.6K | 46.16 | -1.8% |
| VUG Vanguard Morningstar Growth ETF | 39.5M | 4.3% | 90.5K | 87.50 | +15.9% |
| DFLV Dimensional US Large Cap Value ETF | 36.2M | 4.0% | 1.0M | 42.01 | +31.1% |
| JAAA Janus Henderson AAA CLO ETF | 34.9M | 3.8% | 693.8K | 50.67 | -0.1% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 27.6M | 3.0% | 811.1K | 38.16 | +24.9% |
| AMZN AMAZON COM INC | 27.1M | 3.0% | 130.0K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 22.2M | 2.4% | 77.3K | 344.82 | +73.0% |
| AAPL Apple Inc. | 21.5M | 2.3% | 84.6K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 18.5M | 2.0% | 106.3K | 214.72 | +22.4% |
| SEIX Virtus Seix Senior Loan ETF | 17.0M | 1.9% | 738.4K | 23.21 | -1.4% |
| FBND Fidelity Total Bond ETF | 17.0M | 1.9% | 372.4K | 44.90 | -2.1% |
| MSFT MICROSOFT CORP | 15.4M | 1.7% | 41.7K | 483.24 | -4.4% |
| JPIB JPMorgan International Bond Opportunities ETF | 14.9M | 1.6% | 311.9K | 47.86 | -1.8% |
| TSLA Tesla, Inc. | 14.7M | 1.6% | 39.7K | 362.86 | +12.0% |
| EVTR Eaton Vance Total Return Bond ETF | 14.7M | 1.6% | 289.8K | 50.10 | -2.0% |
| PAVE Global X U.S. Infrastructure Development ETF | 14.4M | 1.6% | 282.6K | 56.39 | +22.9% |
| AVEM Avantis Emerging Markets Equity ETF | 14.1M | 1.5% | 175.0K | 94.24 | +33.1% |
| IYM iShares U.S. Basic Materials ETF | 14.0M | 1.5% | 79.4K | 195.12 | +33.9% |
| CLOI VanEck CLO ETF | 14.0M | 1.5% | 264.7K | 52.92 | -0.2% |
| FCOM Fidelity MSCI Communication Services Index ETF | 13.7M | 1.5% | 200.8K | 70.21 | +5.5% |
| DFIV Dimensional International Value ETF | 13.0M | 1.4% | 246.3K | 58.31 | +27.8% |
| VIG Vanguard Div Appreciation ETF | 12.9M | 1.4% | 60.2K | 243.91 | +16.2% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 12.8M | 1.4% | 346.4K | 36.84 | -1.4% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 12.5M | 1.4% | 252.8K | 47.79 | -4.9% |
| SYK STRYKER CORP | 12.4M | 1.4% | 37.8K | 329.45 | -15.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 11.9M | 1.3% | 20.7K | 713.44 | +26.1% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 11.4M | 1.2% | 397.2K | 29.00 | -0.6% |
| AVGO Broadcom Inc. | 11.1M | 1.2% | 36.0K | 368.45 | +26.5% |
| JBBB Janus Henderson B-BBB CLO ETF | 11.1M | 1.2% | 238.6K | 47.56 | -1.9% |
| unmapped CUSIP 084670108 | 10.8M | 1.2% | 15 | — | — |
| CIBR First Trust NASDAQ Cybersecurity ETF | 10.7M | 1.2% | 170.0K | 94.85 | +31.9% |
| SPY SPDR S&P 500 ETF TRUST | 10.4M | 1.1% | 16.0K | 765.72 | +20.0% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 10.2M | 1.1% | 410.4K | 24.38 | -2.4% |
| SDY State Street SPDR S&P Dividend ETF | 10.1M | 1.1% | 68.9K | 158.44 | +12.0% |
| NLR VanEck Uranium and Nuclear ETF | 9.8M | 1.1% | 73.6K | 119.94 | +10.4% |
| unmapped CUSIP 084670702 | 8.7M | 1.0% | 18.2K | — | — |
| VO Vanguard Morningstar Mid-Cap ETF | 8.3M | 0.9% | 29.0K | 82.97 | +15.9% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 8.3M | 0.9% | 317.5K | 26.16 | -1.4% |
| IDHQ Invesco S&P International Developed Quality ET | 7.9M | 0.9% | 223.6K | 46.06 | +38.9% |
| FLTR VanEck IG Floating Rate ETF | 7.5M | 0.8% | 294.2K | 25.60 | +0.2% |
| VYM Vanguard High Dividend Yield ETF | 7.2M | 0.8% | 48.9K | 164.97 | +19.9% |
| GEM Goldman Sachs ActiveBeta Emerging Markets Equi | 6.9M | 0.7% | 158.6K | 51.19 | +33.3% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 6.8M | 0.7% | 145.2K | 46.15 | -0.4% |
| PDI PIMCO Dynamic Income Fund | 6.3M | 0.7% | 370.6K | 15.12 | -21.3% |
| PLTR Palantir Technologies Inc. | 5.9M | 0.6% | 40.4K | 179.94 | +15.3% |
| VT Vanguard Total World Stock Index ETF | 5.9M | 0.6% | 42.3K | 160.77 | +21.2% |
| CRWD CrowdStrike Holdings, Inc. | 5.7M | 0.6% | 14.7K | 191.95 | +83.2% |
| PULS PGIM Ultra Short Bond ETF | 5.5M | 0.6% | 110.2K | 49.67 | -0.2% |
| META Meta Platforms, Inc. | 5.4M | 0.6% | 9.4K | 549.90 | -26.5% |
| AMD ADVANCED MICRO DEVICES INC | 5.2M | 0.6% | 25.6K | 473.25 | +186.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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