Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Destiny Wealth Partners, LLC (CIK 1844369) reported $914.4M across 1,135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($40.9M, 4.47%), VUG ($39.5M, 4.32%), DFLV ($36.2M, 3.96%), JAAA ($34.9M, 3.82%), DFAX ($27.6M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $40.9M | 4.47% | 868,586 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $39.5M | 4.32% | 90,462 | Added |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $36.2M | 3.96% | 1.0M | Trimmed |
| 4 | JAAA | JANUS DETROIT STR TR | $34.9M | 3.82% | 693,764 | Trimmed |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $27.6M | 3.01% | 811,078 | Added |
| 6 | AMZN | AMAZON COM INC | $27.1M | 2.96% | 129,968 | Added |
| 7 | GOOGL | ALPHABET INC | $22.2M | 2.43% | 77,319 | Trimmed |
| 8 | AAPL | APPLE INC | $21.5M | 2.35% | 84,637 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $18.5M | 2.03% | 106,350 | Added |
| 10 | SEIX | VIRTUS ETF TR II | $17.0M | 1.86% | 738,372 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $17.0M | 1.86% | 372,364 | New |
| 12 | MSFT | MICROSOFT CORP | $15.4M | 1.69% | 41,681 | Added |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | $14.9M | 1.63% | 311,935 | New |
| 14 | TSLA | TESLA INC | $14.7M | 1.61% | 39,662 | Trimmed |
| 15 | EVTR | MORGAN STANLEY ETF TRUST | $14.7M | 1.61% | 289,788 | Added |
| 16 | PAVE | GLOBAL X FDS | $14.4M | 1.57% | 282,611 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $14.1M | 1.54% | 174,958 | Trimmed |
| 18 | CLOI | VANECK ETF TRUST | $14.0M | 1.53% | 264,711 | New |
| 19 | IYM | ISHARES TR | $14.0M | 1.53% | 79,439 | New |
| 20 | FCOM | FIDELITY COVINGTON TRUST | $13.7M | 1.50% | 200,794 | Added |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $12.9M | 1.42% | 60,201 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $13.0M | 1.42% | 246,339 | Trimmed |
| 23 | USHY | ISHARES TR | $12.8M | 1.40% | 346,410 | Added |
| 24 | IGLB | ISHARES TR | $12.5M | 1.37% | 252,840 | New |
| 25 | SYK | STRYKER CORPORATION | $12.4M | 1.36% | 37,811 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31