Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $43.8M | 6.2% |
| Dimensional ETF TrustUS LARG VALU ETF | US LARG VALU ETF | $40.2M | 5.7% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $39.9M | 5.6% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $36.5M | 5.1% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $29M | 4.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $20.7M | 2.9% |
| Amazon Com Inc.COM | COM | $20.6M | 2.9% |
| Apple Inc.COM | COM | $16.7M | 2.4% |
| Nvidia CorporationCOM | COM | $15.4M | 2.2% |
| Doubleline ETF TrustSECUR CR ETF | SECUR CR ETF | $15.1M | 2.1% |
| Global X FdsUS INFR DEV ETF | US INFR DEV ETF | $15.1M | 2.1% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $14.8M | 2.1% |
| SPDR Series TrustST STR SP TELCO | ST STR SP TELCO | $14.5M | 2.0% |
| Vaneck ETF TrustCLO ETF | CLO ETF | $14.3M | 2.0% |
| SPDR Series TrustST STR SP BIOT | ST STR SP BIOT | $13.8M | 2.0% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $13.7M | 1.9% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $13.6M | 1.9% |
| Virtus ETF TR IISEIX SR LN ETF | SEIX SR LN ETF | $13.5M | 1.9% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $13.3M | 1.9% |
| Microsoft Corp.COM | COM | $12.5M | 1.8% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $12.2M | 1.7% |
| Morgan Stanley ETF TrustEATO VANC BD ETF | EATO VANC BD ETF | $11.6M | 1.6% |
| Broadcom Inc.COM | COM | $10.1M | 1.4% |
| Tesla Inc.COM | COM | $9.99M | 1.4% |
| Invesco Exch Traded FD TR IIS&P INTL QULTY | S&P INTL QULTY | $9.52M | 1.3% |
| J P Morgan Exchange Traded FINTL BD OPP ETF | INTL BD OPP ETF | $9.06M | 1.3% |
| Crowdstrike Hldgs Inc.CL A | CL A | $9M | 1.3% |
| Vaneck ETF TrustFALLEN ANGEL HG | FALLEN ANGEL HG | $8.98M | 1.3% |
| Advanced Micro Devices Inc.COM | COM | $8.7M | 1.2% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $8.04M | 1.1% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $7.75M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $7.72M | 1.1% |
| Goldman Sachs ETF TRACTIVEBETA EME | ACTIVEBETA EME | $7.47M | 1.1% |
| Vaneck ETF TrustIG FLOA RATE ETF | IG FLOA RATE ETF | $7.2M | 1.0% |
| Janus Detroit Str TRB-BBB CLO ETF | B-BBB CLO ETF | $6.78M | 1.0% |
| Vaneck ETF TrustURANI NUCLE ETF | URANI NUCLE ETF | $6.57M | 0.9% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $6.46M | 0.9% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $5.66M | 0.8% |
| SPDR Series TrustST STR SP DIV | ST STR SP DIV | $5.12M | 0.7% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $5.03M | 0.7% |
| SPDR Index Shs FdsST STR MSCI GLB | ST STR MSCI GLB | $4.99M | 0.7% |
| Capital Group Growth ETFSHS CREAT UNIT | SHS CREAT UNIT | $4.95M | 0.7% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $4.94M | 0.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.9M | 0.7% |
| J P Morgan Exchange Traded FSMALL & MID CAP | SMALL & MID CAP | $4.79M | 0.7% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $4.77M | 0.7% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $4.62M | 0.7% |
| Berkshire Hathaway Inc. DelCL A | CL A | $4.6M | 0.6% |
| Janus Detroit Str TRHENDERSON MTG | HENDERSON MTG | $4.02M | 0.6% |
| Palantir Technologies Inc.CL A | CL A | $3.98M | 0.6% |
Vanguard Index FdsGROWTH ETF$43.8M
- Class
- GROWTH ETF
- Share
- 6.2%
Dimensional ETF TrustUS LARG VALU ETF$40.2M
- Class
- US LARG VALU ETF
- Share
- 5.7%
J P Morgan Exchange Traded FCORE PLUS BD ETF$39.9M
- Class
- CORE PLUS BD ETF
- Share
- 5.6%
Janus Detroit Str TRHENDRSON AAA CL$36.5M
- Class
- HENDRSON AAA CL
- Share
- 5.1%
Dimensional ETF TrustWORLD EX US CORE$29M
- Class
- WORLD EX US CORE
- Share
- 4.1%
Alphabet Inc.CAP STK CL A$20.7M
- Class
- CAP STK CL A
- Share
- 2.9%
Amazon Com Inc.COM$20.6M
- Class
- COM
- Share
- 2.9%
Apple Inc.COM$16.7M
- Class
- COM
- Share
- 2.4%
Nvidia CorporationCOM$15.4M
- Class
- COM
- Share
- 2.2%
Doubleline ETF TrustSECUR CR ETF$15.1M
- Class
- SECUR CR ETF
- Share
- 2.1%
Global X FdsUS INFR DEV ETF$15.1M
- Class
- US INFR DEV ETF
- Share
- 2.1%
American Centy ETF TRAVANTIS EMGMKT$14.8M
- Class
- AVANTIS EMGMKT
- Share
- 2.1%
SPDR Series TrustST STR SP TELCO$14.5M
- Class
- ST STR SP TELCO
- Share
- 2.0%
Vaneck ETF TrustCLO ETF$14.3M
- Class
- CLO ETF
- Share
- 2.0%
SPDR Series TrustST STR SP BIOT$13.8M
- Class
- ST STR SP BIOT
- Share
- 2.0%
Dimensional ETF TrustINTERNATNAL VAL$13.7M
- Class
- INTERNATNAL VAL
- Share
- 1.9%
iShares TRBROAD USD HIGH$13.6M
- Class
- BROAD USD HIGH
- Share
- 1.9%
Virtus ETF TR IISEIX SR LN ETF$13.5M
- Class
- SEIX SR LN ETF
- Share
- 1.9%
Fidelity Merrimack Str TRTOTAL BD ETF$13.3M
- Class
- TOTAL BD ETF
- Share
- 1.9%
Microsoft Corp.COM$12.5M
- Class
- COM
- Share
- 1.8%
First TR Exchange-traded FDNASDAQ CYB ETF$12.2M
- Class
- NASDAQ CYB ETF
- Share
- 1.7%
Morgan Stanley ETF TrustEATO VANC BD ETF$11.6M
- Class
- EATO VANC BD ETF
- Share
- 1.6%
Broadcom Inc.COM$10.1M
- Class
- COM
- Share
- 1.4%
Tesla Inc.COM$9.99M
- Class
- COM
- Share
- 1.4%
Invesco Exch Traded FD TR IIS&P INTL QULTY$9.52M
- Class
- S&P INTL QULTY
- Share
- 1.3%
J P Morgan Exchange Traded FINTL BD OPP ETF$9.06M
- Class
- INTL BD OPP ETF
- Share
- 1.3%
Crowdstrike Hldgs Inc.CL A$9M
- Class
- CL A
- Share
- 1.3%
Vaneck ETF TrustFALLEN ANGEL HG$8.98M
- Class
- FALLEN ANGEL HG
- Share
- 1.3%
Advanced Micro Devices Inc.COM$8.7M
- Class
- COM
- Share
- 1.2%
Schwab Strategic TRINT-TRM U.S TRES$8.04M
- Class
- INT-TRM U.S TRES
- Share
- 1.1%
Vanguard Specialized FundsDIV APP ETF$7.75M
- Class
- DIV APP ETF
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$7.72M
- Class
- CL B NEW
- Share
- 1.1%
Goldman Sachs ETF TRACTIVEBETA EME$7.47M
- Class
- ACTIVEBETA EME
- Share
- 1.1%
Vaneck ETF TrustIG FLOA RATE ETF$7.2M
- Class
- IG FLOA RATE ETF
- Share
- 1.0%
Janus Detroit Str TRB-BBB CLO ETF$6.78M
- Class
- B-BBB CLO ETF
- Share
- 1.0%
Vaneck ETF TrustURANI NUCLE ETF$6.57M
- Class
- URANI NUCLE ETF
- Share
- 0.9%
Vanguard Index FdsMID CAP ETF$6.46M
- Class
- MID CAP ETF
- Share
- 0.9%
Pgim ETF TRPGIM ULTRA SH BD$5.66M
- Class
- PGIM ULTRA SH BD
- Share
- 0.8%
SPDR Series TrustST STR SP DIV$5.12M
- Class
- ST STR SP DIV
- Share
- 0.7%
Pimco ETF TRMULTISECTOR BD$5.03M
- Class
- MULTISECTOR BD
- Share
- 0.7%
SPDR Index Shs FdsST STR MSCI GLB$4.99M
- Class
- ST STR MSCI GLB
- Share
- 0.7%
Capital Group Growth ETFSHS CREAT UNIT$4.95M
- Class
- SHS CREAT UNIT
- Share
- 0.7%
J P Morgan Exchange Traded FUS QUALTY FCTR$4.94M
- Class
- US QUALTY FCTR
- Share
- 0.7%
State Str SPDR S&P 500 ETF TTR UNIT$4.9M
- Class
- TR UNIT
- Share
- 0.7%
J P Morgan Exchange Traded FSMALL & MID CAP$4.79M
- Class
- SMALL & MID CAP
- Share
- 0.7%
Vanguard Malvern FdsSTRM INFPROIDX$4.77M
- Class
- STRM INFPROIDX
- Share
- 0.7%
Vanguard Whitehall FdsHIGH DIV YLD$4.62M
- Class
- HIGH DIV YLD
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL A$4.6M
- Class
- CL A
- Share
- 0.6%
Janus Detroit Str TRHENDERSON MTG$4.02M
- Class
- HENDERSON MTG
- Share
- 0.6%
Palantir Technologies Inc.CL A$3.98M
- Class
- CL A
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 186 positions by value, with holdings of the same security combined. The 186 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1844369
- File number
- 028-20570
- Options
- 2 call, 0 put
- In the 25 largest
- 66.4%
- Prior quarter
- $914M at 31 March 2026
- Positions opened
- 16
- Positions closed
- 978
Common questions
What are Destiny Wealth Partners’ 13F holdings worth?
$709 million across 186 positions for the quarter ended 30 June 2026.
What is Destiny Wealth Partners’ largest 13F holding?
VANGUARD INDEX FDS (GROWTH ETF) was the largest position at $43.8 million, or 6.2% of reported 13F value, as of 30 June 2026.
How concentrated is Destiny Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 39.2% of reported value and the twenty-five largest for 66.4%, across 186 positions as of 30 June 2026.
Does Form 13F show everything Destiny Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Destiny Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.