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 Market Cap. of $200 Billions or more

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%
$453B
$11.3 Million 1.49% of portfolio
15
Q1 2025 Added 650.0%
$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%
$1.37T
$6.33 Million 0.83% of portfolio
8,617
Q3 2025 Reduced 7.84%
$1.74T
$1.7 Million 0.22% of portfolio
6,991
Q3 2025 Reduced 3.29%
$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%
$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%
$279B
$908,000 0.12% of portfolio
8,813
Q3 2025 Added 44.1%
$265B
$699,000 0.09% of portfolio
879
Q3 2025 Added 6.55%
$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%
$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%
$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%
$291B
$359,000 0.05% of portfolio
754
Q3 2025 New
$405B
$275,000 0.04% of portfolio
285
Q3 2025 Added 14.0%
$593B
$266,000 0.04% of portfolio
948
Q3 2025 New
$235B
$311,000 0.04% of portfolio
3,711
Q3 2025 Added 31.22%
$512B
$291,000 0.04% of portfolio
513
Q3 2025 Reduced 13.78%
$306B
$249,000 0.03% of portfolio
3,759
Q3 2025 Added 0.03%
$346B
$243,000 0.03% of portfolio
1,582
Q3 2025 Added 19.94%
$237B
$201,000 0.03% of portfolio
849
Q3 2025 Reduced 10.35%
$222B
$241,000 0.03% of portfolio
497
Q3 2025 Reduced 2.55%
$300B
$241,000 0.03% of portfolio
700
Q3 2025 Reduced 29.22%

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
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email