Destiny Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationtavares, FL
- Num holdings
211
- Value ($000)
$871,484
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $43.47M | 5 % | 89,310 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $40.66M | 5 % | 854,904 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $36.98M | 4 % | 1,035,634 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $35.96M | 4 % | 708,253 | ||
AMAZON COM INC | COM | 023135106 | $28.69M | 3 % | 120,319 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $27.95M | 3 % | 803,301 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $26.42M | 3 % | 79,264 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $20.01M | 2 % | 136,980 | ||
NVIDIA CORPORATION | COM | 67066G104 | $19.82M | 2 % | 106,284 | ||
APPLE INC | COM | 037833100 | $19.54M | 2 % | 76,502 |
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