Destiny Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Destiny Wealth Partners, LLC reported 184 stock positions worth $708.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 6.2% of the portfolio, followed by Dim US Large Cap Value ETF (DFLV, 5.7%) and JPMorgan Core Plus Bond ETF (JCPB, 5.6%). Compared with Q1 2026, it opened 13 new positions, sold out of 971, added to 38 and reduced 108. The biggest buy was a new position in Doubleline Sec Credit ETF (DSCO) and the biggest sale an exit from iShares U.S. Basic Materials (IYM).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $708.8M (Q2 2026)
- SEC Filing
- 0001844369-26-000005 ↗ filed Aug 7, 2026
Holdings Value
Holdings 184 stocks · $708.8M
| VUG Vanguard Mrngstar GR ETF-Sui | 6.17% | 513,656 | $43.8M | Reduce -5.4% |
| DFLV Dim US Large Cap Value ETF | 5.67% | 988,557 | $40.2M | Reduce -2.6% |
| JCPB JPMorgan Core Plus Bond ETF | 5.63% | 864,714 | $39.9M | Reduce -0.5% |
| JAAA Janus Henderson Aaa Clo ETF | 5.15% | 722,899 | $36.5M | Add +4.2% |
| DFAX Dimensional World Ex US Core | 4.09% | 793,729 | $29.0M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 2.92% | 58,200 | $20.7M | Reduce -24.7% |
| AMZN Amazon.com Inc. | 2.91% | 75,967 | $20.6M | Reduce -41.5% |
| AAPL Apple Inc. | 2.35% | 54,016 | $16.7M | Reduce -36.2% |
| NVDA Nvidia Corp. | 2.18% | 76,905 | $15.4M | Reduce -27.7% |
| DSCO Doubleline Sec Credit ETF | 2.14% | 610,353 | $15.1M | New |
| PAVE Global X US Infrastructure | 2.13% | 267,397 | $15.1M | Reduce -5.4% |
| AVEM Avantis Emerging Markets Eq | 2.09% | 165,221 | $14.8M | Reduce -5.6% |
| XTL SS SPDR S&P Telecom ETF | 2.04% | 69,454 | $14.5M | New |
| CLOI Vaneck Clo ETF | 2.02% | 269,896 | $14.3M | Add +2.0% |
| XBI SS SPDR S&P Biotech ETF | 1.95% | 94,172 | $13.8M | Add +261488.9% |
| DFIV Dimensional International Va | 1.94% | 239,939 | $13.7M | Reduce -2.6% |
| USHY iShares Broad Usd High Yield | 1.91% | 369,017 | $13.6M | Add +6.5% |
| SEIX Virtus Seix Senior Loan ETF | 1.90% | 582,615 | $13.5M | Reduce -21.1% |
| FBND Fidelity Total Bond ETF | 1.88% | 297,650 | $13.3M | Reduce -20.1% |
| MSFT Microsoft Corp. | 1.76% | 26,866 | $12.5M | Reduce -35.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.73% | 133,375 | $12.2M | Reduce -21.6% |
| EVTR Eaton Vance Total Return | 1.63% | 231,605 | $11.6M | Reduce -20.1% |
| AVGO Broadcom Inc. | 1.42% | 25,899 | $10.1M | Reduce -28.0% |
| TSLA Tesla Inc. | 1.41% | 32,107 | $10.0M | Reduce -19.1% |
| IDHQ Invesco S&P International DE | 1.34% | 217,494 | $9.5M | Reduce -2.7% |
| JPIB JPMorgan Intl BND ETF | 1.28% | 189,248 | $9.1M | Reduce -39.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.27% | 47,177 | $9.0M | Add +221.5% |
| ANGL Vaneck Fallen Angel High YLD | 1.27% | 310,481 | $9.0M | Reduce -21.8% |
| AMD Advanced Micro Devices | 1.23% | 18,265 | $8.7M | Reduce -28.7% |
| SCHR Schwab Intermediate-Term US | 1.13% | 329,251 | $8.0M | Reduce -19.8% |
| VIG Vanguard Dividend Apprec ETF | 1.09% | 32,419 | $7.8M | Reduce -46.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 15,097 | $7.7M | Reduce -16.9% |
| GEM Goldman Sachs Activebeta Em | 1.05% | 152,372 | $7.5M | Reduce -3.9% |
| FLTR Vaneck Ig Floating Rate ETF | 1.01% | 280,947 | $7.2M | Reduce -4.5% |
| JBBB Janus Henderson B-BBB Clo Et | 0.96% | 143,364 | $6.8M | Reduce -39.9% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.93% | 61,542 | $6.6M | Reduce -16.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.91% | 79,792 | $6.5M | Reduce -31.3% |
| PULS Pgim Ultra Short Bond ETF | 0.80% | 114,212 | $5.7M | Add +3.6% |
| SDY SS SPDR S&P Dividend ETF | 0.72% | 33,022 | $5.1M | Reduce -52.1% |
| PYLD PIMCO Multisector Bond Actv | 0.71% | 192,418 | $5.0M | Reduce -39.4% |
| SPGM State Street SPDR Portfolio | 0.70% | 58,627 | $5.0M | Reduce -5.7% |
| CGGR Cap Group Growth Equity | 0.70% | 110,311 | $4.9M | Reduce -4.0% |
| JQUA JPMorgan US Quality Factor | 0.70% | 68,387 | $4.9M | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 6,554 | $4.9M | Reduce -59.1% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.68% | 62,829 | $4.8M | Reduce -4.9% |
| VTIP Vanguard Short-Term Tips | 0.67% | 96,002 | $4.8M | Reduce -3.3% |
| VYM Vanguard High DVD Yield ETF | 0.65% | 28,505 | $4.6M | Reduce -41.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.65% | 6 | $4.6M | Reduce -60.0% |
| JMBS Janus Henderson Mortg Backed | 0.57% | 91,197 | $4.0M | Add +3.3% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 32,363 | $4.0M | Reduce -19.9% |
| META Meta Platforms Inc. Class A | 0.54% | 6,918 | $3.9M | Reduce -26.2% |
| PDI PIMCO Dynamic Income Fund | 0.51% | 227,585 | $3.6M | Reduce -38.6% |
| UBER Uber Technologies Inc. | 0.50% | 50,106 | $3.5M | Reduce -17.7% |
| VT Vanguard Tot World STK ETF | 0.48% | 21,998 | $3.4M | Reduce -48.0% |
| LMBS First Trust Low Duration Opp | 0.38% | 55,078 | $2.7M | Add +3.5% |
| GLD SPDR Gold Shares | 0.37% | 6,984 | $2.6M | Reduce -0.4% |
| FLOT iShares Floating Rate Bond E | 0.35% | 48,976 | $2.5M | Add +3.5% |
| OKLO Oklo Inc. | 0.35% | 63,665 | $2.5M | Reduce -18.9% |
| XLK SS Technology Select Sector | 0.31% | 12,640 | $2.2M | Reduce -63.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 2,315 | $1.7M | Reduce -15.5% |
| BNDW Vanguard Total World Bond Et | 0.21% | 22,184 | $1.5M | Reduce -2.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 4,348 | $1.5M | Reduce -0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 4,581 | $1.4M | Reduce -68.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 15,871 | $1.3M | Add +6.2% |
| ABBV Abbvie Inc. | 0.18% | 5,066 | $1.3M | Reduce -8.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.17% | 47,465 | $1.2M | Reduce -12.5% |
| RDDT Reddit Inc. Class A | 0.15% | 7,769 | $1.1M | Reduce -68.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,552 | $1.1M | Reduce -92.5% |
| XOM Exxon Mobil Corp. | 0.15% | 6,854 | $1.1M | Reduce -36.5% |
| PKW Invesco Buyback Achievers Et | 0.15% | 7,103 | $1.0M | Reduce -17.6% |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 4,613 | $1.0M | Reduce -1.3% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.14% | 18,482 | $1.0M | Reduce -7.0% |
| DGX Quest Diagnostics Inc. | 0.13% | 4,000 | $932K | No change |
| MINO PIMCO Municipal Income Oppor | 0.12% | 19,172 | $859K | Reduce -43.4% |
| PSLV Sprott Physical Silver Trust | 0.12% | 45,452 | $854K | Add +3.6% |
| ORLY O'reilly Automotive Inc. | 0.10% | 8,125 | $726K | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,022 | $711K | Reduce -88.4% |
| MAR Marriott International Class A | 0.10% | 1,896 | $707K | Reduce -35.8% |
| GOOG Alphabet Inc. Class C | 0.09% | 1,873 | $668K | Reduce -84.8% |
| IBB iShares Biotechnology ETF | 0.09% | 3,580 | $667K | Reduce -78.0% |
| XLF SS Financial Select Sector | 0.09% | 11,124 | $633K | Reduce -39.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.09% | 6,927 | $628K | Reduce -3.7% |
| SHYM iShares Short Duration High | 0.09% | 27,780 | $615K | Reduce -42.9% |
| HCA HCA Healthcare Inc. | 0.09% | 1,509 | $608K | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,624 | $598K | Reduce -7.4% |
| XLY SS Consumer Disc Select Sect | 0.08% | 4,904 | $569K | Reduce -5.8% |
| WMT Walmart Inc. | 0.08% | 5,091 | $566K | Reduce -47.6% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 12,550 | $558K | Reduce -5.8% |
| MUNI PIMCO Intermediate Municipal | 0.08% | 10,527 | $545K | Reduce -43.9% |
| DRI Darden Restaurants Inc. | 0.08% | 2,662 | $542K | Add +57.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 6,136 | $539K | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.07% | 4,815 | $521K | No change |
| SMLF iShares US Smallcap Equity F | 0.07% | 5,872 | $506K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.07% | 4,336 | $503K | Reduce -42.0% |
| DFUV Dimensional US Marketwide Va | 0.07% | 9,043 | $503K | New |
| BAC Bank of America Corp. | 0.07% | 8,034 | $498K | Reduce -21.5% |
| XLI SS Industrial Select Sector | 0.07% | 2,735 | $492K | No change |
| UPS United Parcel Service Class B | 0.07% | 4,583 | $478K | Add +17.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.07% | 1,494 | $476K | Add +17.6% |
| JSI JH Securitized Income ETF | 0.07% | 9,145 | $466K | Add +31.9% |
Options reported separately and not counted above: SPCX calls ($22K), CRWD calls ($19K).
Portfolio Sells Q1 2026 → Q2 2026
| IYM iShares U.S. Basic Materials | Sold out | 0.00% | −1.53 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −1.50 |
| IGLB iShares 10+ Year Inv GR Corp. | Sold out | 0.00% | −1.37 |
| SYK Stryker Corp. | Sold out | 0.00% | −1.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -92.5% | 0.15% | −1.15 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.75 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -60.0% | 0.65% | −0.53 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.50 |
| JPM JPMorgan Chase & Co. | Reduce -88.4% | 0.10% | −0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -59.1% | 0.69% | −0.45 |
| SDY SS SPDR S&P Dividend ETF | Reduce -52.1% | 0.72% | −0.38 |
| JPIB JPMorgan Intl BND ETF | Reduce -39.3% | 1.28% | −0.35 |
| VIG Vanguard Dividend Apprec ETF | Reduce -46.1% | 1.09% | −0.32 |
| IWD iShares Russell 1000 Value E | Reduce -93.6% | 0.03% | −0.30 |
| GOOG Alphabet Inc. Class C | Reduce -84.8% | 0.09% | −0.29 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -39.9% | 0.96% | −0.26 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -68.2% | 0.19% | −0.22 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.21 |
| RDDT Reddit Inc. Class A | Reduce -68.3% | 0.15% | −0.21 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.21 |
| IBB iShares Biotechnology ETF | Reduce -78.0% | 0.09% | −0.21 |
| TSLA Tesla Inc. | Reduce -19.1% | 1.41% | −0.20 |
| PYLD PIMCO Multisector Bond Actv | Reduce -39.4% | 0.71% | −0.20 |
| XLK SS Technology Select Sector | Reduce -63.8% | 0.31% | −0.19 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.19 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Sold out | 0.00% | −0.19 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -87.8% | 0.04% | −0.18 |
| PDI PIMCO Dynamic Income Fund | Reduce -38.6% | 0.51% | −0.18 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.18 |
| BXSL Blackstone Secured Lending F | Reduce -84.3% | 0.04% | −0.18 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.16 |
| VT Vanguard Tot World STK ETF | Reduce -48.0% | 0.48% | −0.16 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -16.3% | 0.93% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -41.7% | 0.65% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -87.1% | 0.03% | −0.14 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.13 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Reduce -74.0% | 0.05% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.11 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.10 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.09 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.09 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.9% | 0.56% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.08 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| DSCO Doubleline Sec Credit ETF | New | 2.14% | +2.14 |
| XTL SS SPDR S&P Telecom ETF | New | 2.04% | +2.04 |
| XBI SS SPDR S&P Biotech ETF | Add +261488.9% | 1.95% | +1.95 |
| JAAA Janus Henderson Aaa Clo ETF | Add +4.2% | 5.15% | +1.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +221.5% | 1.27% | +0.64 |
| USHY iShares Broad Usd High Yield | Add +6.5% | 1.91% | +0.52 |
| CLOI Vaneck Clo ETF | Add +2.0% | 2.02% | +0.49 |
| PULS Pgim Ultra Short Bond ETF | Add +3.6% | 0.80% | +0.20 |
| JMBS Janus Henderson Mortg Backed | Add +3.3% | 0.57% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +3.5% | 0.38% | +0.09 |
| FLOT iShares Floating Rate Bond E | Add +3.5% | 0.35% | +0.09 |
| DFUV Dimensional US Marketwide Va | New | 0.07% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| VONE Vanguard Russell 1000 | New | 0.07% | +0.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.07% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.2% | 0.19% | +0.06 |
| SNOW Snowflake Inc. | Add +359.9% | 0.07% | +0.06 |
| DRI Darden Restaurants Inc. | Add +57.4% | 0.08% | +0.04 |
| ALL Allstate Corp. | Add +76.8% | 0.06% | +0.04 |
| LW Lamb Weston Holdings Inc. | Add +14346.9% | 0.03% | +0.03 |
| BF.B Brown-Forman Corp. Class B | Add +1254.9% | 0.03% | +0.03 |
| THG Hanover Insurance Group Inc./ | Add +505.3% | 0.03% | +0.03 |
| TIGO Millicom Intl Cellular S.A. | New | 0.03% | +0.03 |
| DFAT Dimensional US Target Value | New | 0.03% | +0.03 |
| SNA Snap-on Inc. | New | 0.03% | +0.03 |
| GPK Graphic Packaging Holding Co. | New | 0.03% | +0.03 |
| WSM Williams-Sonoma Inc. | New | 0.03% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +17.6% | 0.07% | +0.03 |
| ROK Rockwell Automation Inc. | New | 0.03% | +0.03 |
| AFG American Financial Group Inc. | Add +1178.3% | 0.03% | +0.03 |
| MS Morgan Stanley | Add +334.8% | 0.03% | +0.03 |
| MSM MSC Industrial Direct Co. Class A | Add +948.8% | 0.03% | +0.03 |
| PAAA Pgim Aaa Clo ETF | Add +173.1% | 0.04% | +0.03 |
| JSI JH Securitized Income ETF | Add +31.9% | 0.07% | +0.03 |
| BC Brunswick Corp. | Add +914.8% | 0.03% | +0.03 |
| ES Eversource Energy | Add +567.8% | 0.03% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +122.8% | 0.04% | +0.03 |
| UPS United Parcel Service Class B | Add +17.4% | 0.07% | +0.03 |
| CL Colgate-Palmolive Co. | Add +412.3% | 0.03% | +0.03 |
| EVRG Evergy Inc. | Add +476.6% | 0.03% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 0.08% | +0.02 |
| COF Capital One Financial Corp. | Add +84.0% | 0.03% | +0.02 |
| UNP Union Pacific Corp. | Add +63.2% | 0.03% | +0.02 |
| KO The Coca-Cola Co. | Add +6.2% | 0.05% | +0.02 |
| HON Honeywell International Inc. | Add +157.4% | 0.04% | +0.02 |
| AMGN Amgen Inc. | Add +24.4% | 0.04% | +0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Add +13.4% | 0.04% | +0.02 |
| C Citigroup Inc. | Add +22.7% | 0.03% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +10.5% | 0.03% | +0.01 |
| PSLV Sprott Physical Silver Trust | Add +3.6% | 0.12% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | call | New | 200 | $22K |
| CRWD CrowdStrike Holdings Inc. Class A | call | New | 100 | $19K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | Sold out | 0 | $50before exit |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 3,300 | $23before exit |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | Sold out | 0 | $15before exit |
| OBIL F/M US Treasury 12 Month Bil | US TREASRY 12 MT | Sold out | 0 | $9before exit |
| SRLN SS Blackstone Sr Loan ETF | ST STR BL LN ETF | Sold out | 0 | $5before exit |
| JHX James Hardie Ind PLC | ORD SHS | Sold out | 0 | $3before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $708.8M | VUG, DFLV, JCPB, JAAA, DFAX |
| Q1 2026 | 1,142 | $914.4M | JCPB, VUG, DFLV, JAAA, DFAX |
| Q4 2025 | 211 | $871.5M | VUG, JCPB, DFLV, JAAA, AMZN |
| Q3 2025 | 205 | $816.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q2 2025 | 192 | $744.1M | JAAA, VUG, DFLV, AMZN, JCPB |
| Q1 2025 | 162 | $630.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q4 2024 | 167 | $612.2M | VUG, DFLV, JCPB, AMZN, DFAX |
| Q3 2024 | 162 | $570.2M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q2 2024 | 154 | $556.5M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q1 2024 | 156 | $558.0M | AMZN, DFAX, SYK, SHV, VYM |