Destiny Wealth Partners, LLC
186 holdingsFiling period: 2026-06-30Current AUM: $717.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Index Fds | 513.7K | $43.8M | $44.6M | 6.21% | +423.2K | 2026-06-30 |
| 2 | DFLV | Dimensional ETF Trust | 988.6K | $40.2M | $42.8M | 5.96% | -26,378 | 2026-06-30 |
| 3 | JCPB | J P Morgan Exchange Traded F | 864.7K | $39.9M | $38.7M | 5.39% | -3,872 | 2026-06-30 |
| 4 | JAAA | Janus Detroit Str TR | 722.9K | $36.5M | $36.6M | 5.11% | +29.1K | 2026-06-30 |
| 5 | DFAX | Dimensional ETF Trust | 793.7K | $29.0M | $28.6M | 3.99% | -17,349 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 58.2K | $20.7M | $16.5M | 2.30% | -19,119 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 76.0K | $20.6M | $21.1M | 2.94% | -54,001 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 54.0K | $16.7M | $20.1M | 2.81% | -30,621 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 76.9K | $15.4M | $16.5M | 2.30% | -29,445 | 2026-06-30 |
| 10 | DSCO | Doubleline ETF Trust | 610.4K | $15.1M | $14.8M | 2.06% | -- | 2026-06-30 |
| 11 | PAVE | Global X Fds | 267.4K | $15.1M | $13.9M | 1.94% | -15,214 | 2026-06-30 |
| 12 | AVEM | American Centy ETF TR | 165.2K | $14.8M | $13.5M | 1.89% | -9,737 | 2026-06-30 |
| 13 | XTL | Spdr Series Trust | 69.5K | $14.5M | $12.4M | 1.74% | -- | 2026-06-30 |
| 14 | CLOI | VanEck ETF Trust | 269.9K | $14.3M | $14.3M | 2.00% | +5.2K | 2026-06-30 |
| 15 | XBI | Spdr Series Trust | 94.2K | $13.8M | $13.8M | 1.93% | +94.1K | 2026-06-30 |
| 16 | DFIV | Dimensional ETF Trust | 239.9K | $13.7M | $14.4M | 2.01% | -6,400 | 2026-06-30 |
| 17 | USHY | iShares TR | 369.0K | $13.6M | $13.1M | 1.83% | +22.6K | 2026-06-30 |
| 18 | SEIX | Virtus ETF TR II | 582.6K | $13.5M | $13.4M | 1.87% | -155,757 | 2026-06-30 |
| 19 | FBND | Fidelity Merrimack Str TR | 297.6K | $13.3M | $12.9M | 1.80% | -74,714 | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 26.9K | $12.5M | $17.7M | 2.47% | -14,815 | 2026-06-30 |
| 21 | CIBR | First TR Exchange-Traded FD | 133.4K | $12.2M | $14.3M | 2.00% | -36,641 | 2026-06-30 |
| 22 | EVTR | Morgan Stanley ETF Trust | 231.6K | $11.6M | $11.2M | 1.56% | -58,183 | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 25.9K | $10.1M | $9.2M | 1.28% | -10,077 | 2026-06-30 |
| 24 | TSLA | Tesla Inc | 32.1K | $10.0M | $9.6M | 1.34% | -7,555 | 2026-06-30 |
| 25 | IDHQ | Invesco Exch Traded FD TR II | 217.5K | $9.5M | $9.7M | 1.35% | -6,081 | 2026-06-30 |
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