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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $558.0M $558.0M Q1 2024 Q2 2024: $556.5M Q2 2024 Q3 2024: $570.2M Q3 2024 Q4 2024: $612.2M Q4 2024 Q1 2025: $630.3M Q1 2025 Q2 2025: $744.1M Q2 2025 Q3 2025: $816.3M Q3 2025 Q4 2025: $871.5M Q4 2025 Q1 2026: $914.4M Q1 2026 Q2 2026: $708.8M Q2 2026

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%
SAIC Science Applications Inte 0.08% 3,313 $432K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 3,517 $430K Add +2.9%
VFQY Vanguard U.S. Quality Factor 0.08% 3,129 $428K No change
DFAC Dimensional US Core Equity 2 0.08% 13,326 $426K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 6,915 $425K Reduce -1.6%
SCHP Schwab U.S. Tips ETF 0.08% 8,095 $422K No change
XLC SS Comm Select Sector SPDR 0.08% 5,163 $422K No change
SMLF iShares US Smallcap Equity F 0.07% 6,262 $398K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 2,063 $396K No change
JPM JPMorgan Chase & Co. 0.07% 1,863 $373K Reduce -15.5%
IWR iShares Russell Mid-Cap ETF 0.07% 4,371 $368K Reduce -21.9%
LRCX Lam Research Corp. 0.07% 375 $364K New
XLI SS Industrial Select Sector 0.06% 2,860 $360K No change
UNH Unitedhealth Group Inc. 0.06% 718 $355K Reduce -0.6%
MCD McDonald's Corp. 0.06% 1,241 $350K Reduce -27.9%
DRI Darden Restaurants Inc. 0.06% 2,041 $341K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 2,151 $335K Add +0.6%
MRK Merck & Co. Inc. 0.06% 2,540 $335K Reduce -1.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,044 $333K Add +5.9%
XLV SS Health Care Select Sector 0.06% 2,179 $322K Reduce -2.0%
V Visa Inc. Class A 0.06% 1,147 $320K Reduce -31.2%
QTEC First Trust Nasdq 100 Tech I 0.06% 1,634 $312K No change
HD Home Depot Inc. 0.06% 806 $309K Reduce -39.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 6,754 $308K No change
MTUM iShares MSCI USA Momentum Fa 0.05% 1,604 $301K Reduce -41.1%
FBT First Trust Nyse Arca Biotec 0.05% 1,938 $298K No change
FXL First Trust Technology Alpha 0.05% 2,196 $296K No change
FDLO Fidelity Low Volat Fact ETF 0.05% 5,169 $290K No change
IGEB iShares Investment Grade SYS 0.05% 6,327 $284K No change
VPL Vanguard Ftse Pacific ETF 0.05% 3,671 $279K Add +0.2%
NOW ServiceNow Inc. 0.05% 359 $274K New
AVGO Broadcom Inc. 0.05% 201 $266K No change
VWO Vanguard Ftse Emerging Marke 0.05% 6,133 $256K Reduce -4.8%
TSLA Tesla Inc. 0.05% 1,455 $256K Reduce -7.6%
IVW iShares S&P 500 Growth ETF 0.05% 3,010 $254K New
BAH Booz Allen Hamilton Holdings 0.05% 1,710 $254K New
USIG iShares Broad Usd Investment 0.05% 4,982 $253K No change
XLP SS Consumer Staples Sel Sect 0.05% 3,296 $252K Reduce -11.4%
PSLV Sprott Physical Silver Trust 0.04% 29,290 $243K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 6,312 $239K Reduce -10.7%
IEUR iShares Core MSCI Europe ETF 0.04% 4,130 $239K Reduce -1.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 2,192 $239K Reduce -32.6%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.04% 6,684 $237K No change
UCB United Community Banks 0.04% 9,000 $237K No change
KO The Coca-Cola Co. 0.04% 3,869 $237K Reduce -20.2%
VGSH Vanguard Short-Term Treasury 0.04% 3,924 $228K Reduce -35.5%
PAVE Global X US Infrastructure 0.04% 5,628 $224K New
TDIV FT Nasdaq Tech DVD Index FD 0.04% 3,193 $222K New
RSG Republic Services Inc. 0.04% 1,143 $219K New
AMD Advanced Micro Devices 0.04% 1,196 $216K New
MRNA Moderna Inc. 0.04% 2,000 $213K No change
VSS Vanguard Ftse All Wo X-US SC 0.04% 1,801 $210K No change
AGG iShares Core U.S. Aggregate 0.04% 2,103 $206K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 2,759 $205K Reduce -17.8%
FEMS First Trust Emerging Markets 0.04% 5,267 $204K New
ICORECONNECT INC 0.02% 101,675 $124K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $456 (not counted above)
SecurityClassShares / PrincipalValueChange
IRRXW Integrated Rail and Re -CW23 *W EXP 99/99/999 89,321$456No 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$708.8MVUG, DFLV, JCPB, JAAA, DFAX
Q1 2026 1,142$914.4MJCPB, VUG, DFLV, JAAA, DFAX
Q4 2025 211$871.5MVUG, JCPB, DFLV, JAAA, AMZN
Q3 2025 205$816.3MJAAA, VUG, DFLV, JCPB, AMZN
Q2 2025 192$744.1MJAAA, VUG, DFLV, AMZN, JCPB
Q1 2025 162$630.3MJAAA, VUG, DFLV, JCPB, AMZN
Q4 2024 167$612.2MVUG, DFLV, JCPB, AMZN, DFAX
Q3 2024 162$570.2MVUG, JCPB, DFLV, AMZN, DFAX
Q2 2024 154$556.5MVUG, JCPB, DFLV, AMZN, DFAX
Q1 2024 156$558.0MAMZN, DFAX, SYK, SHV, VYM