Q1 2025 · 13F-HR
Destiny Wealth Partners, LLCholdings as filed
Filed 2025-04-14 · accession 0001844369-25-000004
$630.3M
Reported value
162
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 47103U845 | JAAA | JANUS DETROIT STR TR | $42.8M | 6.78% | 843,140 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $30.6M | 4.85% | 82,424 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $28.8M | 4.57% | 942,845 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $26.6M | 4.22% | 565,755 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $23.3M | 3.70% | 122,609 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $15.9M | 2.52% | 71,486 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $15.4M | 2.45% | 41,426 | Common | NONE |
| 78467V848 | TOTL | SSGA ACTIVE ETF TR | $15.0M | 2.38% | 372,137 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $13.5M | 2.15% | 65,494 | Common | NONE |
| 09261X102 | BXSL | BLACKSTONE SECD LENDING FD | $12.7M | 2.02% | 393,983 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $12.5M | 1.99% | 251,765 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $12.0M | 1.90% | 15 | Common | NONE |
| 47103U753 | JBBB | JANUS DETROIT STR TR | $11.9M | 1.88% | 243,494 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $11.3M | 1.79% | 58,178 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $11.1M | 1.76% | 29,536 | Common | NONE |
| 316092873 | FCOM | FIDELITY COVINGTON TRUST | $10.5M | 1.66% | 186,346 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $10.4M | 1.66% | 398,701 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $10.3M | 1.63% | 170,919 | Common | NONE |
| 92189F437 | ANGL | VANECK ETF TRUST | $9.9M | 1.57% | 343,000 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 1.53% | 18,085 | Common | NONE |
| 46090F100 | PDBC | INVESCO ACTVELY MNGD ETC FD | $9.6M | 1.52% | 703,707 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $9.3M | 1.48% | 68,888 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $9.2M | 1.46% | 249,504 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $9.0M | 1.43% | 143,259 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $9.0M | 1.42% | 360,558 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $8.9M | 1.42% | 69,865 | Common | NONE |
| 78467V608 | SRLN | SSGA ACTIVE ETF TR | $8.8M | 1.39% | 212,744 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $7.3M | 1.16% | 185,690 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $7.3M | 1.15% | 87,634 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $7.2M | 1.14% | 15,279 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.8M | 1.08% | 119,345 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $6.4M | 1.02% | 49,839 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $6.0M | 0.96% | 39,073 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.0M | 0.95% | 55,437 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $6.0M | 0.95% | 10,687 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $5.8M | 0.91% | 75,140 | Common | NONE |
| 92206C847 | VGLT | VANGUARD SCOTTSDALE FDS | $5.7M | 0.90% | 98,086 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.6M | 0.89% | 15,946 | Common | NONE |
| 69344A107 | PULS | PGIM ETF TR | $5.6M | 0.88% | 111,865 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $5.5M | 0.88% | 33,026 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $5.5M | 0.88% | 21,348 | Common | NONE |
| 381430206 | GEM | GOLDMAN SACHS ETF TR | $5.3M | 0.84% | 158,634 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $5.0M | 0.80% | 43,318 | Common | NONE |
| 78470P309 | EMTL | SSGA ACTIVE TR | $5.0M | 0.79% | 115,613 | Common | NONE |
| 46434V381 | XT | ISHARES TR | $4.8M | 0.76% | 83,504 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $4.5M | 0.72% | 4,836 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $4.4M | 0.71% | 7,716 | Common | NONE |
| 75734B100 | RDDT | REDDIT INC | $4.3M | 0.68% | 40,856 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.2M | 0.67% | 57,549 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $4.1M | 0.65% | 46,443 | Common | NONE |
| 47103U852 | JMBS | JANUS DETROIT STR TR | $4.1M | 0.65% | 90,145 | Common | NONE |
| 14020G101 | CGGR | CAPITAL GROUP GROWTH ETF | $4.0M | 0.64% | 118,051 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $4.0M | 0.64% | 47,665 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $3.6M | 0.57% | 51,330 | Common | NONE |
| 78468R754 | ONEV | SPDR SER TR | $3.5M | 0.55% | 27,556 | Common | NONE |
| 46641Q118 | JMEE | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.55% | 62,239 | Common | NONE |
| 78463X475 | SPGM | SPDR INDEX SHS FDS | $3.4M | 0.54% | 54,598 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $3.1M | 0.49% | 11,621 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.1M | 0.49% | 11,840 | Common | NONE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.43% | 54,679 | Common | NONE |
| 92189F767 | GLIN | VANECK ETF TRUST | $2.6M | 0.41% | 59,917 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2.4M | 0.39% | 47,952 | Common | NONE |
| 78464A474 | SPSB | SPDR SER TR | $2.4M | 0.38% | 79,791 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $2.3M | 0.36% | 10,340 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $2.3M | 0.36% | 45,228 | Common | NONE |
| 92189F486 | FLTR | VANECK ETF TRUST | $2.1M | 0.33% | 80,608 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $1.8M | 0.29% | 14,732 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.6M | 0.25% | 3,094 | Common | NONE |
| 315912808 | ONEQ | FIDELITY COMWLTH TR | $1.6M | 0.25% | 22,850 | Common | NONE |
| 78464A649 | SPAB | SPDR SER TR | $1.5M | 0.23% | 57,894 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.3M | 0.21% | 2,356 | Common | NONE |
| 83304A106 | SNAP | SNAP INC | $1.3M | 0.21% | 148,648 | Common | NONE |
| 37954Y715 | BOTZ | GLOBAL X FDS | $1.2M | 0.19% | 42,509 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.2M | 0.19% | 4,689 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $1.2M | 0.19% | 17,420 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $1.2M | 0.19% | 12,675 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $1.1M | 0.18% | 6,583 | Common | NONE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.18% | 5,032 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.17% | 9,115 | Common | NONE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $1.1M | 0.17% | 751 | Common | NONE |
| 46137V308 | PKW | INVESCO EXCHANGE TRADED FD T | $1.0M | 0.17% | 9,315 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $1.0M | 0.17% | 3,613 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $1.0M | 0.16% | 4,842 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $995,654 | 0.16% | 6,373 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $933,697 | 0.15% | 21,959 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $928,037 | 0.15% | 15,299 | Common | NONE |
| 72201R635 | MINO | PIMCO ETF TR | $913,252 | 0.14% | 20,417 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $894,421 | 0.14% | 5,965 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $892,931 | 0.14% | 17,567 | Common | NONE |
| 86280R803 | SSUS | STRATEGY SHS | $845,384 | 0.13% | 20,766 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $817,880 | 0.13% | 4,786 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $782,671 | 0.12% | 2,265 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $735,727 | 0.12% | 6,035 | Common | NONE |
| 233051200 | DBEF | DBX ETF TR | $704,058 | 0.11% | 16,260 | Common | NONE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $676,800 | 0.11% | 4,000 | Common | NONE |
| 97717W406 | AIVL | WISDOMTREE TR | $671,978 | 0.11% | 6,120 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $647,553 | 0.10% | 7,612 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $632,401 | 0.10% | 3,661 | Common | NONE |
| 33738D101 | EMLP | FIRST TR EXCHANGE-TRADED FD | $621,884 | 0.10% | 16,588 | Common | NONE |
| 72201R866 | MUNI | PIMCO ETF TR | $609,527 | 0.10% | 11,824 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $583,485 | 0.09% | 2,123 | Common | NONE |
| 381430107 | GSIE | GOLDMAN SACHS ETF TR | $575,035 | 0.09% | 16,130 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $555,387 | 0.09% | 3,320 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $541,205 | 0.09% | 5,483 | Common | NONE |
| 78464A805 | SPTM | SPDR SER TR | $540,203 | 0.09% | 7,943 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $539,113 | 0.09% | 23,455 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $524,260 | 0.08% | 2,628 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $513,791 | 0.08% | 2,602 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $502,129 | 0.08% | 2,047 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $464,407 | 0.07% | 4,815 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $460,674 | 0.07% | 1,934 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $439,625 | 0.07% | 13,326 | Common | NONE |
| 92826C839 | V | VISA INC | $437,326 | 0.07% | 1,248 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $435,349 | 0.07% | 16,190 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $422,793 | 0.07% | 1,354 | Common | NONE |
| 921935706 | VFQY | VANGUARD WELLINGTON FD | $418,205 | 0.07% | 3,129 | Common | NONE |
| 78468R663 | BIL | SPDR SER TR | $417,096 | 0.07% | 4,547 | Common | NONE |
| 78464A854 | SPYM | SPDR SER TR | $403,372 | 0.06% | 6,134 | Common | NONE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $389,847 | 0.06% | 5,982 | Common | NONE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $372,098 | 0.06% | 1,791 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $371,668 | 0.06% | 4,913 | Common | NONE |
| 46434V290 | SMLF | ISHARES TR | $365,563 | 0.06% | 5,881 | Common | NONE |
| 922042866 | VPL | VANGUARD INTL EQUITY INDEX F | $364,981 | 0.06% | 5,037 | Common | NONE |
| 85207K107 | PSLV | SPROTT PHYSICAL SILVER TR | $361,700 | 0.06% | 31,181 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $358,476 | 0.06% | 2,735 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $343,395 | 0.05% | 2,139 | Common | NONE |
| 00206R102 | T | AT&T INC | $339,175 | 0.05% | 11,993 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $331,613 | 0.05% | 605 | Common | NONE |
| 33733E203 | FBT | FIRST TR EXCHANGE-TRADED FD | $329,683 | 0.05% | 1,938 | Common | NONE |
| 316092824 | FDLO | FIDELITY COVINGTON TRUST | $313,345 | 0.05% | 5,169 | Common | NONE |
| 46137V449 | EQWL | INVESCO EXCHANGE TRADED FD T | $289,786 | 0.05% | 2,811 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $286,649 | 0.05% | 12,141 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $284,360 | 0.05% | 6,171 | Common | NONE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $284,124 | 0.05% | 1,383 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $279,171 | 0.04% | 1,912 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $278,673 | 0.04% | 3,105 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $278,546 | 0.04% | 6,675 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $277,929 | 0.04% | 1,375 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $270,833 | 0.04% | 3,782 | Common | NONE |
| 337345102 | QTEC | FIRST TR NASDAQ 100 TECH IND | $262,943 | 0.04% | 1,515 | Common | NONE |
| 33734X176 | FXL | FIRST TR EXCHANGE TRADED FD | $261,855 | 0.04% | 1,980 | Common | NONE |
| 464288620 | USIG | ISHARES TR | $254,481 | 0.04% | 4,982 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $249,815 | 0.04% | 1,341 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $247,488 | 0.04% | 1,022 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $244,015 | 0.04% | 790 | Common | NONE |
| 931142103 | WMT | WALMART INC | $242,300 | 0.04% | 2,760 | Common | NONE |
| 46434V738 | IEUR | ISHARES TR | $240,841 | 0.04% | 4,004 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $238,966 | 0.04% | 2,926 | Common | NONE |
| 594972408 | MSTR | MICROSTRATEGY INC | $230,616 | 0.04% | 800 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $227,710 | 0.04% | 1,336 | Common | NONE |
| 92189H748 | CLOI | VANECK ETF TRUST | $226,525 | 0.04% | 4,287 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $222,594 | 0.04% | 425 | Common | NONE |
| 33738R118 | TDIV | FIRST TR EXCHANGE-TRADED FD | $217,812 | 0.03% | 2,959 | Common | NONE |
| 00162Q452 | AMLP | ALPS ETF TR | $216,070 | 0.03% | 4,160 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $215,349 | 0.03% | 2,177 | Common | NONE |
| 464287390 | ILF | ISHARES TR | $215,035 | 0.03% | 9,131 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $208,198 | 0.03% | 1,801 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $206,216 | 0.03% | 4,073 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $205,415 | 0.03% | 3,500 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $202,674 | 0.03% | 4,478 | Common | NONE |
| M1R95N100 | ARBE | ARBE ROBOTICS LTD | $20,600 | 0.00% | 20,000 | Common | NONE |
| 433921103 | HIVE | HIVE DIGITAL TECHNOLOGIES LT | $14,512 | 0.00% | 10,008 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.