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 $708.9M across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($43.8M, 6.17%), DFLV ($40.2M, 5.67%), JCPB ($39.9M, 5.63%), JAAA ($36.5M, 5.15%), DFAX ($29.0M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $43.8M | 6.17% | 513,656 | Added |
| 2 | DFLV | DIMENSIONAL ETF TRUST | $40.2M | 5.67% | 988,557 | Trimmed |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $39.9M | 5.63% | 864,714 | Trimmed |
| 4 | JAAA | JANUS DETROIT STR TR | $36.5M | 5.15% | 722,899 | Added |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $29.0M | 4.09% | 793,729 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $20.7M | 2.92% | 58,200 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $20.6M | 2.91% | 75,967 | Trimmed |
| 8 | AAPL | APPLE INC | $16.7M | 2.35% | 54,016 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $15.4M | 2.18% | 76,905 | Trimmed |
| 10 | DSCO | DOUBLELINE ETF TRUST | $15.1M | 2.14% | 610,353 | New |
| 11 | PAVE | GLOBAL X FDS | $15.1M | 2.13% | 267,397 | Trimmed |
| 12 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 2.09% | 165,221 | Trimmed |
| 13 | XTL | SPDR SERIES TRUST | $14.5M | 2.04% | 69,454 | New |
| 14 | CLOI | VANECK ETF TRUST | $14.3M | 2.02% | 269,896 | Added |
| 15 | XBI | SPDR SERIES TRUST | $13.8M | 1.95% | 94,172 | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $13.7M | 1.94% | 239,939 | Trimmed |
| 17 | USHY | ISHARES TR | $13.6M | 1.91% | 369,017 | Added |
| 18 | SEIX | VIRTUS ETF TR II | $13.5M | 1.90% | 582,615 | Trimmed |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $13.3M | 1.88% | 297,650 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $12.5M | 1.76% | 26,866 | Trimmed |
| 21 | CIBR | FIRST TR EXCHANGE-TRADED FD | $12.2M | 1.73% | 133,375 | Trimmed |
| 22 | EVTR | MORGAN STANLEY ETF TRUST | $11.6M | 1.63% | 231,605 | Trimmed |
| 23 | AVGO | BROADCOM INC | $10.1M | 1.42% | 25,899 | Trimmed |
| 24 | TSLA | TESLA INC | $10.0M | 1.41% | 32,107 | Trimmed |
| 25 | IDHQ | INVESCO EXCH TRADED FD TR II | $9.5M | 1.34% | 217,494 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30