Destiny Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationtavares, FL
- Num holdings
205
- Value ($000)
$816,281
- Date Filed10/06/2025
- Form type13F-HR
- CIK0001844369
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $46.41 M | 6 % | 913,944 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $40.11 M | 5 % | 83,625 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $32.03 M | 4 % | 973,514 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.13 M | 3 % | 591,581 | ||
AMZN AMAZON COM INC | COM | 023135106 | $27.70 M | 3 % | 126,157 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $24.78 M | 3 % | 789,739 | ||
AAPL APPLE INC | COM | 037833100 | $22.40 M | 3 % | 87,957 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $19.43 M | 2 % | 68,945 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $19.42 M | 2 % | 79,902 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.24 M | 2 % | 103,097 |
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