Destiny Wealth Partners, LLC Portfolio Holdings

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025

Destiny Wealth Partners, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $759 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $46.3M, Vanguard Growth ETF with a value of $40.1M, J P Morgan Exchange Traded Fd with a value of $28.1M, Amazon Com Inc with a value of $27.7M, and Dimensional ETF Tr with a value of $24.8M.

Examining the 13F form we can see an increase of $66.1M in the current position value, from $693M to 759M.

Below you can find more details about Destiny Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $759 Million
ETFs: $493 Million
Technology: $94.1 Million
Consumer Cyclical: $49 Million
Financial Services: $37.2 Million
Communication Services: $33.1 Million
Healthcare: $19 Million
Industrials: $3.15 Million
Consumer Defensive: $2.95 Million
Other: $1.83 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$27.7 Million 3.65% of portfolio
126,157
Q3 2025 Reduced 5.1%
$4.3T
$22.4 Million 2.95% of portfolio
87,957
Q3 2025 Added 11.36%
$1.65T
$19.4 Million 2.56% of portfolio
79,902
Q3 2025 Added 41.86%
$465B
$19.2 Million 2.53% of portfolio
103,097
Q3 2025 Added 25.52%
$3.78T
$18.5 Million 2.44% of portfolio
35,756
Q3 2025 Added 3.62%
$1.29T
$17.4 Million 2.3% of portfolio
39,199
Q3 2025 Added 124.33%
$136B
$14.1 Million 1.86% of portfolio
38,259
Q3 2025 Reduced 1.44%
$139B
$11.5 Million 1.52% of portfolio
34,966
Q3 2025 Reduced 8.8%
$453B
$11.3 Million 1.49% of portfolio
15
Q1 2025 Added 650.0%
$4.41B
$10.8 Million 1.43% of portfolio
415,977
Q3 2025 Added 6.63%
$662B
$9.23 Million 1.22% of portfolio
18,354
Q3 2025 Reduced 3.43%
$342B
$7.12 Million 0.94% of portfolio
39,007
Q3 2025 Reduced 22.23%
$115B
$6.53 Million 0.86% of portfolio
13,320
Q3 2025 Reduced 19.95%
$1.37T
$6.33 Million 0.83% of portfolio
8,617
Q3 2025 Reduced 7.84%
$181B
$5.64 Million 0.74% of portfolio
57,556
Q3 2025 Reduced 6.76%
$49.1B
$5.01 Million 0.66% of portfolio
4,179
Q3 2025 Reduced 23.11%
$414B
$1.35 Million 0.18% of portfolio
5,812
Q3 2025 Added 9.93%
$881B
$1.32 Million 0.17% of portfolio
4,184
Q3 2025 Added 2.07%
$6.2B
$1.24 Million 0.16% of portfolio
11,512
Q3 2025 Added 0.81%
$490B
$1.21 Million 0.16% of portfolio
10,745
Q3 2025 Reduced 3.36%
$204B
$1.03 Million 0.14% of portfolio
7,327
Q3 2025 Added 3.04%
$136B
$995,000 0.13% of portfolio
2,335
Q2 2025 Added 3.09%
$279B
$908,000 0.12% of portfolio
8,813
Q3 2025 Added 44.1%
$533B
$890,000 0.12% of portfolio
2,609
Q3 2025 Reduced 0.46%
$92.7B
$768,000 0.1% of portfolio
2,951
Q3 2025 Added 2.43%
$265B
$699,000 0.09% of portfolio
879
Q3 2025 Added 6.55%
$96.9B
$721,000 0.09% of portfolio
1,709
Q2 2025 New
$971B
$608,000 0.08% of portfolio
797
Q3 2025 Reduced 0.5%
$258B
$570,000 0.08% of portfolio
3,410
Q3 2025 Added 0.12%
$367B
$628,000 0.08% of portfolio
1,550
Q3 2025 Added 30.69%
$303B
$617,000 0.08% of portfolio
3,978
Q3 2025 Added 2.45%
$413B
$520,000 0.07% of portfolio
10,088
Q3 2025 Added 9.99%
$98.1B
$522,000 0.07% of portfolio
3,056
Q3 2025 Added 50.39%
$15.6B
$548,000 0.07% of portfolio
4,000
Q2 2023 Reduced 0.25%
$0
$509,000 0.07% of portfolio
44,731
Q3 2025 New
$404B
$522,000 0.07% of portfolio
564
Q3 2025 Added 8.88%
$266B
$522,000 0.07% of portfolio
1,851
Q3 2025 Added 97.76%
$51.1B
$531,000 0.07% of portfolio
5,926
Q3 2025 Reduced 1.17%
$0
$459,000 0.06% of portfolio
29,290
Q3 2025 Reduced 8.71%
$224B
$465,000 0.06% of portfolio
1,532
Q3 2025 Added 15.45%
$319B
$403,000 0.05% of portfolio
5,902
Q3 2025 Added 33.53%
$522B
$343,000 0.05% of portfolio
1,851
Q3 2025 Added 33.45%
$123B
$405,000 0.05% of portfolio
812
Q3 2025 Added 14.21%
$0
$403,000 0.05% of portfolio
10,285
Q2 2025 New
$61.4B
$406,000 0.05% of portfolio
1,995
Q3 2025 Reduced 0.6%
$291B
$359,000 0.05% of portfolio
754
Q3 2025 New
$181B
$360,000 0.05% of portfolio
12,763
Q3 2025 Reduced 6.51%
$64.5B
$411,000 0.05% of portfolio
1,271
Q2 2025 Reduced 8.1%
$182B
$350,000 0.05% of portfolio
513
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $759 Million
  • Prior Value $693 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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