Destiny Wealth Partners, LLC
CIK: 0001844369SEC EDGAR →
Portfolio Value
$871.5B
Holdings
211
As of
Q4 2025
New Positions
16
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 89,310 | $43.5B | 4.99% |
| 2 | J P MORGAN EXCHANGE TRADED F | 854,904 | $40.7B | 4.67% |
| 3 | DIMENSIONAL ETF TRUST | 1,035,634 | $37.0B | 4.24% |
| 4 | JANUS DETROIT STR TR | 708,253 | $36.0B | 4.13% |
| 5 | AMAZON COM INC | 120,319 | $28.7B | 3.29% |
| 6 | DIMENSIONAL ETF TRUST | 803,301 | $27.9B | 3.21% |
| 7 | ALPHABET INC | 79,264 | $26.4B | 3.03% |
| 8 | SELECT SECTOR SPDR TR | 136,980 | $20.0B | 2.30% |
| 9 | NVIDIA CORPORATION | 106,284 | $19.8B | 2.27% |
| 10 | APPLE INC | 76,502 | $19.5B | 2.24% |
Quarterly Changes
New Positions (17)
$12.6B · 164K shares
$6.9B · 145K shares
$6.3B · 25K shares
$430.0M · 6K shares
$387.0M · 29K shares
$380.0M · 4K shares
$344.0M · 2K shares
$311.0M · 5K shares
$287.0M · 5K shares
$254.0M · 2K shares
$238.0M · 3K shares
$215.0M · 3K shares
$209.0M · 6K shares
$209.0M · 2K shares
$208.0M · 1K shares
$205.0M · 4K shares
$200.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 137 | $602.8B | 69.2% |
| Technology | 19 | $96.5B | 11.1% |
| Unknown | 12 | $50.1B | 5.8% |
| Consumer Cyclical | 8 | $49.4B | 5.7% |
| Communication Services | 7 | $45.3B | 5.2% |
| Healthcare | 11 | $18.6B | 2.1% |
| Industrials | 8 | $3.4B | 0.4% |
| Consumer Defensive | 5 | $2.6B | 0.3% |
| Energy | 2 | $2.0B | 0.2% |
| Basic Materials | 2 | $576.0M | 0.1% |