Destiny Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 9, 2024), Destiny Wealth Partners, LLC reported 156 stock positions worth $558.0 million. Its top holding was Amazon.com (AMZN) at 4.5% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 3.5%) and Stryker (SYK, 3.4%). Compared with Q4 2023, it opened 11 new positions, sold out of 13, added to 26 and reduced 82. The biggest buy was a new position in Stryker (SYK) and the biggest sale Vanguard Long-Term Corp. Bond (VCLT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $558.0M (Q1 2024)
- SEC Filing
- 0001844369-24-000004 ↗ filed Apr 9, 2024
Holdings Value
Holdings 156 stocks · $558.0M
| AMZN Amazon.com Inc. | 4.48% | 138,476 | $25.0M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 3.46% | 757,905 | $19.3M | Reduce -8.6% |
| SYK Stryker Corp. | 3.42% | 53,281 | $19.1M | New |
| SHV iShares 0-1 Year Treasury Bo | 3.31% | 167,164 | $18.5M | Add +1.5% |
| VYM Vanguard High DVD Yield ETF | 3.26% | 150,347 | $18.2M | Reduce -6.3% |
| VCLT Vanguard Long-Term Corp. Bond | 3.09% | 220,688 | $17.3M | Reduce -7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.79% | 45,156 | $15.5M | Reduce -12.6% |
| XLK SS Technology Select Sector | 2.61% | 69,820 | $14.5M | Reduce -8.3% |
| AAPL Apple Inc. | 2.24% | 72,952 | $12.5M | Reduce -4.8% |
| MSFT Microsoft Corp. | 2.23% | 29,627 | $12.5M | Reduce -0.3% |
| TOTL SS Doubleline TR Tact ETF | 2.23% | 310,280 | $12.4M | Add +6.2% |
| SPSB SS SPDR P St C Corp. ETF | 2.10% | 392,744 | $11.7M | Reduce -11.7% |
| BXSL Blackstone Secured Lending F | 2.00% | 358,970 | $11.2M | Add +7.1% |
| ANGL Vaneck Fallen Angel High YLD | 1.99% | 381,797 | $11.1M | Add +5.0% |
| VIS Vanguard Industrials ETF | 1.97% | 44,940 | $11.0M | Reduce -10.4% |
| GIGB Goldman Sachs Inv GRD Corp. | 1.95% | 237,342 | $10.9M | Add +5.6% |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 59,326 | $10.8M | Add +1.8% |
| CIBR First Trust Nasdaq Cybersecu | 1.86% | 183,672 | $10.4M | Reduce -0.3% |
| AVEM Avantis Emerging Markets Eq | 1.78% | 170,944 | $9.9M | Reduce -9.7% |
| JBBB Janus Henderson B-BBB Clo Et | 1.74% | 198,211 | $9.7M | Add +12.9% |
| USHY iShares Broad Usd High Yield | 1.71% | 260,892 | $9.5M | Reduce -13.9% |
| SDY SS SPDR S&P Dividend ETF | 1.68% | 71,375 | $9.4M | Add +0.0% |
| SRLN SS Blackstone Sr Loan ETF | 1.65% | 218,443 | $9.2M | Reduce -13.3% |
| IBB iShares Biotechnology ETF | 1.64% | 66,871 | $9.2M | Add +1.6% |
| GEM Goldman Sachs Activebeta Em | 1.58% | 281,225 | $8.8M | Reduce -11.5% |
| FDIS Fidelity MSCI Cons Discr Ind | 1.57% | 105,986 | $8.7M | Reduce -7.3% |
| VFMV Vanguard US Minimum Volatili | 1.52% | 75,931 | $8.5M | Reduce -12.5% |
| VIGI Vanguard Int Div App Indx FD | 1.37% | 93,877 | $7.7M | Reduce -12.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 18,014 | $7.6M | Reduce -2.3% |
| JCPB JPMorgan Core Plus Bond ETF | 1.32% | 157,595 | $7.4M | Reduce -11.0% |
| GOOGL Alphabet Inc. Class A | 1.29% | 47,680 | $7.2M | Reduce -2.0% |
| VTIP Vanguard Short-Term Tips | 1.28% | 149,403 | $7.2M | Reduce -9.1% |
| DFIV Dimensional International Va | 1.28% | 194,602 | $7.2M | Reduce -11.8% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.21% | 115,325 | $6.7M | Reduce -12.8% |
| MLPX Global X MLP & Energy Infras | 1.18% | 134,475 | $6.6M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.14% | 14,285 | $6.3M | Add +5.0% |
| JEPI JPMorgan Equity Premium Inco | 1.08% | 104,154 | $6.0M | Add +5.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.00% | 110,272 | $5.6M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 10,114 | $5.3M | Add +21.6% |
| EMLC Vaneck JPM Em Local Curr BND | 0.94% | 213,253 | $5.2M | Reduce -11.1% |
| GBIL Goldman Sachs Access Treasur | 0.93% | 51,541 | $5.2M | Reduce -9.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.91% | 79,629 | $5.1M | Add +5.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.90% | 20,101 | $5.0M | Reduce -1.3% |
| VT Vanguard Tot World STK ETF | 0.90% | 45,248 | $5.0M | Reduce -1.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.89% | 83,221 | $5.0M | Add +0.6% |
| NFLX Netflix Inc. | 0.85% | 7,805 | $4.7M | Add +2.2% |
| REET iShares Global REIT ETF | 0.78% | 184,157 | $4.4M | Reduce -11.6% |
| MAR Marriott International Class A | 0.76% | 16,897 | $4.3M | Reduce -0.7% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.74% | 75,804 | $4.1M | Reduce -10.4% |
| IGF iShares Global Infrastructur | 0.70% | 82,364 | $3.9M | Reduce -11.2% |
| CGGR Cap Group Growth Equity | 0.69% | 120,629 | $3.9M | Reduce -3.0% |
| ABNB Airbnb Inc. Class A | 0.69% | 23,379 | $3.9M | Reduce -0.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.64% | 39,760 | $3.6M | Reduce -1.3% |
| WCLD Wisdomtree Cloud Computing | 0.58% | 93,140 | $3.2M | Add +0.5% |
| AVDV Avantis Intl S/C Value ETF | 0.56% | 47,354 | $3.1M | Reduce -13.0% |
| SPGM State Street SPDR Portfolio | 0.44% | 40,781 | $2.4M | Reduce -29.5% |
| LMBS First Trust Low Duration Opp | 0.43% | 49,631 | $2.4M | Reduce -2.9% |
| IDRV iShares Self-Driving Ev&tech | 0.42% | 73,768 | $2.3M | Add +5.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 9,673 | $2.2M | No change |
| FLOT iShares Floating Rate Bond E | 0.39% | 42,899 | $2.2M | Reduce -2.7% |
| BOTZ Global X Robotics & Artifici | 0.36% | 62,434 | $2.0M | Reduce -0.2% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 16,088 | $1.9M | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.28% | 60,988 | $1.5M | Reduce -0.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.26% | 22,850 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.24% | 8,949 | $1.4M | Add +11.5% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,448 | $1.3M | Reduce -57.3% |
| VXF Vanguard Extended Market ETF | 0.21% | 6,620 | $1.2M | Reduce -4.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 4,666 | $1.1M | No change |
| PKW Invesco Buyback Achievers Et | 0.20% | 10,244 | $1.1M | Reduce -8.9% |
| PEP Pepsico Inc. | 0.20% | 6,228 | $1.1M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.19% | 9,142 | $1.1M | Reduce -9.0% |
| NVDA Nvidia Corp. | 0.19% | 1,151 | $1.0M | Reduce -2.5% |
| FDN First Trust DJ Internet Ind | 0.18% | 4,986 | $1.0M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 11,909 | $995K | Add +18.7% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 5,605 | $921K | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.16% | 5,019 | $914K | Reduce -7.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 15,535 | $911K | Reduce -1.3% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.15% | 21,409 | $823K | Reduce -1.0% |
| XLF SS Financial Select Sector | 0.14% | 18,910 | $796K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 14,849 | $745K | Reduce -4.1% |
| CVS CVS Health Corp. | 0.13% | 9,325 | $744K | No change |
| BNDW Vanguard Total World Bond Et | 0.13% | 10,835 | $743K | Reduce -50.2% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 6,184 | $711K | Reduce -1.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.12% | 16,260 | $666K | No change |
| SPIP SS SPDR P Tips ETF | 0.12% | 25,959 | $665K | Reduce -6.9% |
| HCA HCA Healthcare Inc. | 0.12% | 1,987 | $663K | No change |
| GLD SPDR Gold Shares | 0.12% | 3,184 | $655K | Reduce -37.6% |
| MUNI PIMCO Intermediate Municipal | 0.11% | 12,073 | $633K | New |
| AIVL Wisdomtree US AI Enhanced Va | 0.11% | 6,120 | $623K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 16,978 | $582K | Add +54.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 8,982 | $576K | Reduce -0.3% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 24,495 | $558K | No change |
| DGX Quest Diagnostics Inc. | 0.10% | 4,000 | $532K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 5,639 | $518K | Reduce -65.3% |
| XLY SS Consumer Disc Select Sect | 0.09% | 2,729 | $502K | Add +5.8% |
| EMLP First Trust North American E | 0.09% | 16,588 | $490K | No change |
| CVX Chevron Corp. | 0.09% | 3,016 | $476K | Reduce -5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,788 | $465K | Reduce -4.3% |
| NEE Nextera Energy Inc. | 0.08% | 6,887 | $440K | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.08% | 2,061 | $433K | Reduce -34.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $456 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IRRXW Integrated Rail and Re -CW23 | *W EXP 99/99/999 | 89,321 | $456 | No change |
Total filed on the 13F, all lines: $558.0M.
Portfolio Sells Q4 2023 → Q1 2024
| VCLT Vanguard Long-Term Corp. Bond | Reduce -7.9% | 3.09% | −0.44 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -11.7% | 2.10% | −0.39 |
| AAPL Apple Inc. | Reduce -4.8% | 2.24% | −0.38 |
| USHY iShares Broad Usd High Yield | Reduce -13.9% | 1.71% | −0.34 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -13.3% | 1.65% | −0.33 |
| DFAX Dimensional World Ex US Core | Reduce -8.6% | 3.46% | −0.29 |
| IVV iShares Core S&P 500 ETF | Reduce -57.3% | 0.23% | −0.27 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -11.0% | 1.32% | −0.24 |
| GEM Goldman Sachs Activebeta Em | Reduce -11.5% | 1.58% | −0.22 |
| VIGI Vanguard Int Div App Indx FD | Reduce -12.3% | 1.37% | −0.20 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -11.1% | 0.94% | −0.19 |
| AVEM Avantis Emerging Markets Eq | Reduce -9.7% | 1.78% | −0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -65.3% | 0.09% | −0.19 |
| VTIP Vanguard Short-Term Tips | Reduce -9.1% | 1.28% | −0.18 |
| VFMV Vanguard US Minimum Volatili | Reduce -12.5% | 1.52% | −0.17 |
| SPGM State Street SPDR Portfolio | Reduce -29.5% | 0.44% | −0.16 |
| REET iShares Global REIT ETF | Reduce -11.6% | 0.78% | −0.15 |
| BNDW Vanguard Total World Bond Et | Reduce -50.2% | 0.13% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -12.6% | 2.79% | −0.14 |
| GBIL Goldman Sachs Access Treasur | Reduce -9.4% | 0.93% | −0.13 |
| DFIV Dimensional International Va | Reduce -11.8% | 1.28% | −0.13 |
| IGF iShares Global Infrastructur | Reduce -11.2% | 0.70% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.3% | 3.26% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.10 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.09 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -12.8% | 1.21% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.09 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.08 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.08 |
| AVDV Avantis Intl S/C Value ETF | Reduce -13.0% | 0.56% | −0.07 |
| NANR Sta STR SP S&P Nor An Res-Ui | Reduce -10.4% | 0.74% | −0.07 |
| FDIS Fidelity MSCI Cons Discr Ind | Reduce -7.3% | 1.57% | −0.06 |
| GLD SPDR Gold Shares | Reduce -37.6% | 0.12% | −0.06 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.06 |
| VIS Vanguard Industrials ETF | Reduce -10.4% | 1.97% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.8% | 1.00% | −0.05 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| QHY Wisdomtree US High Yield Cor | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -34.5% | 0.08% | −0.04 |
| LMBS First Trust Low Duration Opp | Reduce -2.9% | 0.43% | −0.03 |
| MCD McDonald's Corp. | Reduce -27.9% | 0.06% | −0.03 |
| HD Home Depot Inc. | Reduce -39.8% | 0.06% | −0.03 |
| CION Cion Investment Corp. | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Reduce -8.3% | 2.61% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -2.7% | 0.39% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -35.5% | 0.04% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| SYK Stryker Corp. | New | 3.42% | +3.42 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +21.6% | 0.95% | +0.22 |
| BXSL Blackstone Secured Lending F | Add +7.1% | 2.00% | +0.20 |
| NFLX Netflix Inc. | Add +2.2% | 0.85% | +0.17 |
| JBBB Janus Henderson B-BBB Clo Et | Add +12.9% | 1.74% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.0% | 1.14% | +0.12 |
| MUNI PIMCO Intermediate Municipal | New | 0.11% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +1.8% | 1.94% | +0.10 |
| MLPX Global X MLP & Energy Infras | Add +4.2% | 1.18% | +0.09 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +5.1% | 1.08% | +0.06 |
| NOW ServiceNow Inc. | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| BAH Booz Allen Hamilton Holdings | New | 0.05% | +0.05 |
| PAVE Global X US Infrastructure | New | 0.04% | +0.04 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.04% | +0.04 |
| RSG Republic Services Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +54.9% | 0.10% | +0.04 |
| FEMS First Trust Emerging Markets | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +11.5% | 0.24% | +0.04 |
| ANGL Vaneck Fallen Angel High YLD | Add +5.0% | 1.99% | +0.04 |
| USMV iShares MSCI USA Min Vol Fac | Add +18.7% | 0.18% | +0.03 |
| TOTL SS Doubleline TR Tact ETF | Add +6.2% | 2.23% | +0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +5.5% | 0.91% | +0.02 |
| DIS The Walt Disney Co. | Add +2.9% | 0.08% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.0% | 1.68% | +0.02 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +5.6% | 1.95% | +0.02 |
| WCLD Wisdomtree Cloud Computing | Add +0.5% | 0.58% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +5.8% | 0.09% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.9% | 0.06% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.6% | 0.06% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +0.2% | 0.05% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.6% | 0.89% | −0.00 |
| IDRV iShares Self-Driving Ev&tech | Add +5.4% | 0.42% | −0.03 |
| IBB iShares Biotechnology ETF | Add +1.6% | 1.64% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Add +1.5% | 3.31% | −0.10 |
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 |