Destiny Wealth Partners, LLC
1,151 holdingsFiling period: 2026-03-31Current AUM: $998.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 868.6K | $40.9M | $40.1M | 4.02% | +13.7K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 90.5K | $39.5M | $46.2M | 4.63% | +1.2K | 2026-03-31 |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 1.01M | $36.2M | $41.3M | 4.14% | -20,699 | 2026-03-31 |
| 4 | JAAA | JANUS DETROIT STR TR | 693.8K | $34.9M | $35.0M | 3.51% | -14,489 | 2026-03-31 |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 811.1K | $27.6M | $29.6M | 2.97% | +7.8K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 130.0K | $27.1M | $35.3M | 3.54% | +9.6K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 77.3K | $22.2M | $27.5M | 2.76% | -1,945 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 84.6K | $21.5M | $26.1M | 2.62% | +8.1K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 106.3K | $18.5M | $21.3M | 2.14% | +66 | 2026-03-31 |
| 10 | SEIX | VIRTUS ETF TR II | 738.4K | $17.0M | $17.1M | 1.71% | +12.0K | 2026-03-31 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | 372.4K | $17.0M | $16.7M | 1.67% | -- | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 41.7K | $15.4M | $19.4M | 1.94% | +4.4K | 2026-03-31 |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | 311.9K | $14.9M | $14.9M | 1.50% | -- | 2026-03-31 |
| 14 | TSLA | TESLA INC | 39.7K | $14.7M | $12.3M | 1.24% | -48 | 2026-03-31 |
| 15 | EVTR | MORGAN STANLEY ETF TRUST | 289.8K | $14.7M | $14.5M | 1.45% | +1.1K | 2026-03-31 |
| 16 | PAVE | GLOBAL X FDS | 282.6K | $14.4M | $15.9M | 1.60% | +808 | 2026-03-31 |
| 17 | AVEM | AMERICAN CENTY ETF TR | 175.0K | $14.1M | $15.7M | 1.57% | -8,673 | 2026-03-31 |
| 18 | IYM | ISHARES TR | 79.4K | $14.0M | $14.0M | 1.40% | -- | 2026-03-31 |
| 19 | CLOI | VANECK ETF TRUST | 264.7K | $13.9M | $14.0M | 1.41% | -- | 2026-03-31 |
| 20 | FCOM | FIDELITY COVINGTON TRUST | 200.8K | $13.7M | $13.8M | 1.38% | +1.2K | 2026-03-31 |
| 21 | DFIV | DIMENSIONAL ETF TRUST | 246.3K | $13.0M | $14.1M | 1.41% | -4,905 | 2026-03-31 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | 60.2K | $12.9M | $14.4M | 1.44% | -151 | 2026-03-31 |
| 23 | USHY | ISHARES TR | 346.4K | $12.8M | $12.7M | 1.28% | +36.8K | 2026-03-31 |
| 24 | IGLB | ISHARES TR | 252.8K | $12.5M | $12.1M | 1.21% | -- | 2026-03-31 |
| 25 | SYK | STRYKER CORPORATION | 37.8K | $12.4M | $12.3M | 1.23% | -401 | 2026-03-31 |
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