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13F holdings · Q2 2026

Destiny Wealth Partners

Tavares, FL · files as Destiny Wealth Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1844369

Destiny Wealth Partners reported 184 stocks worth $709M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VUG (6.2%), DFLV (5.7%) and JCPB (5.6%). Compared with Q1 2026, the fund opened new positions in DSCO, XTL and DFUV, added to VUG, JAAA and CLOI, trimmed DFLV, JCPB and DFAX and sold out of IYM, FCOM and IGLB.

Reported value$709M−22.5% vs last quarter
Stocks held18414 new · 973 sold out
Top 5 weight26.7%spread out
Turnover61%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VUG
Vanguard Index Fds
$43.8M6.2%514K+423K (+468%)8 of 8
2
DFLV
Dimensional ETF Trust
$40.2M5.7%989K−26K (−3%)8 of 8
3
JCPB
J P Morgan Exchange Traded F
$39.9M5.6%865K−3,872 (−0%)8 of 8
4
JAAA
Janus Detroit Str TR
$36.5M5.2%723K+29K (+4%)8 of 8
5
DFAX
Dimensional ETF Trust
$29M4.1%794K−17K (−2%)8 of 8
6
GOOGL
Alphabet Inc
$20.7M2.9%58K−19K (−25%)8 of 8
7
AMZN
Amazon Com Inc
$20.6M2.9%76K−54K (−42%)8 of 8
8
AAPL
Apple Inc
$16.7M2.4%54K−31K (−36%)8 of 8
9
NVDA
Nvidia Corporation
$15.4M2.2%77K−29K (−28%)8 of 8
10
DSCO
Doubleline ETF Trust
$15.1M2.1%610KNew position1 of 8
🔒 174 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IYM
Ishares U.s. Basic Materials ETF
$14M79K
FCOM
Fidelity Covington Trust
$13.7M201K
IGLB
Ishares TR
$12.5M253K
SYK
Stryker Corporation
$12.4M38K
VMBS
Vanguard Scottsdale Fds
$6.8M145K

🔒 Free account: see all 30.

Options

valued at the underlying shares
StockTypeValueSharesChange
SPCX
Space Exploration Techn Corp Class A Com Stk
Call$22K200+200
CRWD
Crowdstrike Hldgs Inc
Call$19K100+100

Reported value

last 8 quarters
$570MQ3 '24
$612MQ4 '24
$630MQ1 '25
$744MQ2 '25
$816MQ3 '25
$871MQ4 '25
$914MQ1 '26
$709MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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Destiny Wealth Partners 13F FAQ

What does Destiny Wealth Partners own?

Destiny Wealth Partners reported 184 stocks worth $709M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VUG (6.2%), DFLV (5.7%) and JCPB (5.6%). The table above lists every position in the filing (the top 10 without an account).

What did Destiny Wealth Partners buy and sell in Q2 2026?

Compared with Q1 2026: 14 new positions, 38 added to, 105 trimmed and 973 sold out. New positions include DSCO, XTL and DFUV. It sold all of IYM, FCOM and IGLB.

When will Destiny Wealth Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Destiny Wealth Partners's portfolio worth?

The Q2 2026 filing reports $709M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.