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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) |
|---|---|---|---|---|---|
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 9,262 shares | $863,311 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 2,005 shares | $834,827 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 | — | 6,120 shares | $825,570 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 8,245 shares | $815,982 |
| ELI LILLY & CO | COM | 532457108 | — | 572 shares | $807,108 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | — | 6,010 shares | $795,303 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 3,183 shares | $783,177 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 17,770 shares | $781,880 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 7,344 shares | $777,289 |
| BLACKROCK ETF TRUST II | SHOR DURA HI ETF | 092528108 | — | 35,517 shares | $774,981 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 6,906 shares | $761,870 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 7,369 shares | $759,449 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 45,452 shares | $739,504 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 8,140 shares | $738,298 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 16,588 shares | $736,673 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 1,510 shares | $706,272 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 13,643 shares | $698,112 |
| VISA INC | COM CL A | 92826C839 | — | 1,627 shares | $692,457 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,321 shares | $686,048 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 6,780 shares | $618,065 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 1,657 shares | $613,254 |
| COCA COLA CO | COM | 191216100 | — | 6,154 shares | $589,738 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 11,855 shares | $584,926 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 4,904 shares | $579,457 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 12,550 shares | $562,240 |
| VANGUARD WELLINGTON FD | US QUALITY | 921935706 | — | 3,129 shares | $554,680 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 5,037 shares | $546,061 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 11,179 shares | $544,753 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 6,136 shares | $543,131 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 16,490 shares | $539,223 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 | — | 1,938 shares | $530,799 |
| HOME DEPOT INC | COM | 437076102 | — | 1,521 shares | $518,889 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 9,077 shares | $515,569 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 1,582 shares | $507,869 |
| ISHARES TR | US SML CAP EQT | 46434V290 | — | 5,872 shares | $502,291 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 4,833 shares | $484,557 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 12,570 shares | $468,484 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 1,375 shares | $467,804 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,838 shares | $464,205 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 2,735 shares | $464,157 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 10,681 shares | $463,021 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 4,786 shares | $462,490 |
| BLACKROCK INC | COM | 09290D101 | — | 393 shares | $458,690 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 2,139 shares | $454,215 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,559 shares | $453,170 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 | — | 7,367 shares | $450,345 |
| WELLS FARGO & CO | COM | 949746101 | — | 5,166 shares | $443,708 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 | — | 1,515 shares | $432,290 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 19,338 shares | $430,367 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,918 shares | $430,092 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | 33734X176 | — | 1,980 shares | $414,077 |
| JANUS DETROIT STR TR | HEND SECU IN ETF | 47103U746 | — | 8,259 shares | $412,950 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 3,647 shares | $400,112 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 5,740 shares | $390,951 |
| FEDERATED HERMES ETF TRUST | SHOR DU HIGH ETF | 31423L206 | — | 17,203 shares | $388,444 |
| BANK OF AMER CORP | COM | 060505104 | — | 7,795 shares | $386,394 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | — | 16,008 shares | $385,633 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 | — | 11,796 shares | $380,421 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,908 shares | $378,773 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 1,692 shares | $376,999 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 1,366 shares | $375,841 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,956 shares | $363,917 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 4,780 shares | $363,821 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,965 shares | $362,739 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 10,078 shares | $361,785 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 | — | 7,720 shares | $352,341 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | — | 4,666 shares | $348,970 |
| CISCO SYS INC | COM | 17275R102 | — | 3,393 shares | $344,763 |
| PGIM ETF TR | AAA CLO ETF | 69344A834 | — | 6,669 shares | $342,253 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 4,457 shares | $336,682 |
| COEUR MNG INC | COM NEW | 192108504 | — | 25,260 shares | $336,463 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 2,959 shares | $333,124 |
| ALLSTATE CORP | COM | 020002101 | — | 1,243 shares | $328,106 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 808 shares | $323,480 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 1,637 shares | $321,261 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,530 shares | $318,757 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 5,356 shares | $316,486 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,133 shares | $316,447 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,163 shares | $314,708 |
| QUANTA SVCS INC | COM | 74762E102 | — | 501 shares | $311,211 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 2,000 shares | $310,640 |
| GEN DIGITAL INC | COM | 668771108 | — | 10,276 shares | $307,150 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 2,053 shares | $305,027 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,003 shares | $302,926 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,053 shares | $301,432 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 9,981 shares | $299,920 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 5,200 shares | $294,206 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,966 shares | $290,535 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 845 shares | $290,460 |
| INTUIT | COM | 461202103 | — | 815 shares | $286,851 |
| PAYCHEX INC | COM | 704326107 | — | 2,480 shares | $286,415 |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | — | 4,006 shares | $284,907 |
| RYDER SYS INC | COM | 783549108 | — | 988 shares | $282,093 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 857 shares | $282,004 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 2,564 shares | $273,604 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,697 shares | $273,304 |
| DISNEY WALT CO | COM | 254687106 | — | 2,414 shares | $273,034 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 6,162 shares | $270,900 |
| SSR MINING IN | COM | 784730103 | — | 10,000 shares | $267,400 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 2,926 shares | $265,769 |