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Destiny Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $977,515,214
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $49,277,000
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $48,771,448
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $44,853,887
- JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $43,238,072
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $32,107,562
- AMAZON COM INC · COM · 023135106 · shares: $30,310,988
- APPLE INC · COM · 037833100 · shares: $25,534,568
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $21,740,118
- MICROSOFT CORP · COM · 594918104 · shares: $20,132,868
- DOUBLELINE ETF TRUST · SECUR CR ETF · 25861R881 · shares: $19,286,818
Reported holdings
257 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 1,084,919 shares | $49,277,000 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 580,405 shares | $48,771,448 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 1,070,754 shares | $44,853,887 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 856,369 shares | $43,238,072 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 894,860 shares | $32,107,562 |
| AMAZON COM INC | COM | 023135106 | — | 123,401 shares | $30,310,988 |
| APPLE INC | COM | 037833100 | — | 75,475 shares | $25,534,568 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 77,924 shares | $21,740,118 |
| MICROSOFT CORP | COM | 594918104 | — | 39,700 shares | $20,132,868 |
| DOUBLELINE ETF TRUST | SECUR CR ETF | 25861R881 | — | 790,443 shares | $19,286,818 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 92,222 shares | $18,634,442 |
| VIRTUS ETF TR II | SEIX SR LN ETF | 92790A405 | — | 752,350 shares | $17,307,824 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 385,777 shares | $17,035,915 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 301,324 shares | $16,407,071 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 167,229 shares | $16,179,359 |
| TESLA INC | COM | 88160R101 | — | 40,015 shares | $16,159,012 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 105,019 shares | $15,968,139 |
| VANECK ETF TRUST | CLO ETF | 92189H748 | — | 301,355 shares | $15,905,505 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 183,314 shares | $15,761,368 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 273,749 shares | $15,444,922 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 415,965 shares | $14,766,751 |
| MORGAN STANLEY ETF TRUST | EATO VANC BD ETF | 61774R841 | — | 300,129 shares | $14,742,317 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 313,583 shares | $14,670,972 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 58,281 shares | $14,467,565 |
| SPDR SERIES TRUST | ST STR SP TELCO | 78464A540 | — | 77,773 shares | $14,341,414 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 20,726 shares | $14,116,480 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 54,884 shares | $13,271,500 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 94,940 shares | $12,946,968 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 15 shares | $12,519,611 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 16,102 shares | $12,110,502 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 401,588 shares | $11,039,659 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | — | 237,033 shares | $11,026,777 |
| STRYKER CORPORATION | COM | 863667101 | — | 35,195 shares | $10,798,104 |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 46138E214 | — | 236,134 shares | $10,440,435 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 426,377 shares | $10,262,891 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 21,455 shares | $10,016,052 |
| BROADCOM INC | COM | 11135F101 | — | 30,112 shares | $9,702,871 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 16,139 shares | $8,975,059 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 319,100 shares | $8,140,239 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 48,686 shares | $7,929,009 |
| VANECK ETF TRUST | IG FLOA RATE ETF | 92189F486 | — | 305,595 shares | $7,786,550 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 46,557 shares | $7,627,964 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 92,203 shares | $7,529,313 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 381430206 | — | 160,648 shares | $7,479,781 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 39,362 shares | $7,019,819 |
| VANECK ETF TRUST | URANI NUCLE ETF | 92189F601 | — | 76,977 shares | $6,900,970 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 40,378 shares | $6,263,032 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 34,876 shares | $6,076,097 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 120,485 shares | $5,960,393 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | — | 135,394 shares | $5,872,040 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 76,238 shares | $5,746,037 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 123,028 shares | $5,592,837 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 | — | 385,275 shares | $5,567,221 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 111,672 shares | $5,455,168 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 15,647 shares | $5,329,168 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,773 shares | $5,322,753 |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | — | 66,347 shares | $4,995,896 |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | 78463X475 | — | 56,834 shares | $4,818,983 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 64,569 shares | $4,307,398 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 12,445 shares | $3,460,135 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 15,618 shares | $3,339,064 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 10,596 shares | $3,091,928 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 56,645 shares | $2,862,272 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 51,494 shares | $2,617,955 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 6,981 shares | $2,524,758 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 29,544 shares | $2,450,113 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 14,393 shares | $2,362,611 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | — | 22,850 shares | $2,267,863 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,933 shares | $2,027,877 |
| OKLO INC | COM CL A | 02156V109 | — | 83,909 shares | $1,973,540 |
| REDDIT INC | CL A | 75734B100 | — | 20,496 shares | $1,864,521 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 7,896 shares | $1,804,789 |
| EATON VANCE TAX MNGED BUY WR | COM | 27828X100 | — | 119,355 shares | $1,790,325 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 7,746 shares | $1,783,904 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,264 shares | $1,709,811 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | — | 72,123 shares | $1,707,151 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,201 shares | $1,653,084 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 32,597 shares | $1,640,956 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 43,400 shares | $1,621,858 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 4,348 shares | $1,505,161 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 19,046 shares | $1,325,792 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | — | 8,618 shares | $1,304,726 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 15,873 shares | $1,283,471 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 5,274 shares | $1,170,988 |
| ABBVIE INC | COM | 00287Y109 | — | 4,050 shares | $1,169,802 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 4,373 shares | $1,150,667 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 45,499 shares | $1,127,010 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 3,941 shares | $1,100,064 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | — | 24,595 shares | $1,082,672 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 4,552 shares | $1,082,056 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 18,223 shares | $1,048,916 |
| STRATEGY SHS | DAY HAGAN SMART | 86280R803 | — | 18,303 shares | $1,017,519 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 21,984 shares | $1,017,420 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 4,000 shares | $1,003,240 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 8,592 shares | $978,027 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 17,419 shares | $970,238 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,935 shares | $896,215 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 16,260 shares | $891,373 |
| MCDONALDS CORP | COM | 580135101 | — | 3,328 shares | $884,050 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 5,359 shares | $881,020 |