Destiny Wealth Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Destiny Wealth Partners, LLC reported 154 stock positions worth $556.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 4.8%) and Dim US Large Cap Value ETF (DFLV, 4.4%). Compared with Q1 2024, it opened 18 new positions, sold out of 20, added to 22 and reduced 68. The biggest buy was a new position in Dim US Large Cap Value ETF (DFLV) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −74%).

Most Recent 13F
Q2 2026
Location
TAVARES, FL
CIK
0001844369
Portfolio Value
$556.5M (Q2 2024)
SEC Filing
0001844369-24-000005 ↗ filed Jul 25, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $558.0M Q1 2024 Q2 2024: $556.5M $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 154 stocks · $556.5M
VUG Vanguard Mrngstar GR ETF-Sui 5.00% 74,413 $27.8M Add +64.8%
JCPB JPMorgan Core Plus Bond ETF 4.84% 580,776 $26.9M Add +268.5%
DFLV Dim US Large Cap Value ETF 4.40% 847,063 $24.5M New
AMZN Amazon.com Inc. 3.96% 114,091 $22.0M Reduce -17.6%
DFAX Dimensional World Ex US Core 3.25% 710,562 $18.1M Reduce -6.3%
AAPL Apple Inc. 2.94% 77,753 $16.4M Add +6.6%
SYK Stryker Corp. 2.89% 47,288 $16.1M Reduce -11.3%
XLK SS Technology Select Sector 2.59% 63,611 $14.4M Reduce -8.9%
MSFT Microsoft Corp. 2.48% 30,907 $13.8M Add +4.3%
TOTL SS Doubleline TR Tact ETF 2.23% 312,003 $12.4M Add +0.6%
VIG Vanguard Dividend Apprec ETF 1.94% 59,200 $10.8M Reduce -0.2%
ANGL Vaneck Fallen Angel High YLD 1.94% 381,208 $10.8M Reduce -0.1%
GIGB Goldman Sachs Inv GRD Corp. 1.94% 238,076 $10.8M Add +0.3%
BXSL Blackstone Secured Lending F 1.90% 345,510 $10.6M Reduce -3.8%
IBB iShares Biotechnology ETF 1.89% 76,600 $10.5M Add +14.6%
JAAA Janus Henderson Aaa Clo ETF 1.85% 202,222 $10.3M Add +83.4%
VIGI Vanguard Int Div App Indx FD 1.83% 125,280 $10.2M Add +33.5%
XLF SS Financial Select Sector 1.79% 242,729 $10.0M Add +1183.6%
VIS Vanguard Industrials ETF 1.75% 41,325 $9.7M Reduce -8.0%
AVEM Avantis Emerging Markets Eq 1.74% 158,352 $9.7M Reduce -7.4%
JBBB Janus Henderson B-BBB Clo Et 1.73% 195,271 $9.6M Reduce -1.5%
CIBR First Trust Nasdaq Cybersecu 1.72% 169,880 $9.6M Reduce -7.5%
SDY SS SPDR S&P Dividend ETF 1.58% 69,007 $8.8M Reduce -3.3%
USHY iShares Broad Usd High Yield 1.54% 236,167 $8.6M Reduce -9.5%
SRLN SS Blackstone Sr Loan ETF 1.49% 198,270 $8.3M Reduce -9.2%
GOOGL Alphabet Inc. Class A 1.40% 42,904 $7.8M Reduce -10.0%
BRK.B Berkshire Hathaway Inc. Class B 1.31% 17,916 $7.3M Reduce -0.5%
DFIV Dimensional International Va 1.29% 199,927 $7.2M Add +2.7%
MLPX Global X MLP & Energy Infras 1.20% 131,189 $6.7M Reduce -2.4%
QQQ Invesco QQQ Trust Series 1 1.15% 13,340 $6.4M Reduce -6.6%
VYM Vanguard High DVD Yield ETF 1.14% 53,479 $6.3M Reduce -64.4%
JEPI JPMorgan Equity Premium Inco 1.06% 103,827 $5.9M Reduce -0.3%
AVIG Avantis Core Fixed Income 1.05% 143,963 $5.9M New
SPY SS SPDR S&P 500 ETF Trust-US 1.02% 10,421 $5.7M Add +3.0%
VT Vanguard Tot World STK ETF 0.91% 45,201 $5.1M Reduce -0.1%
VWOB Vanguard Emerg MKTS Gov BND 0.90% 79,455 $5.0M Reduce -0.2%
GEM Goldman Sachs Activebeta Em 0.88% 150,634 $4.9M Reduce -46.4%
VCLT Vanguard Long-Term Corp. Bond 0.88% 64,784 $4.9M Reduce -70.6%
SHV iShares 0-1 Year Treasury Bo 0.88% 44,199 $4.9M Reduce -73.6%
XT Ishar Fture Exp Tech ETF-Usd 0.87% 82,563 $4.9M Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.86% 19,778 $4.8M Reduce -1.6%
SSGA ACTIVE TR 0.83% 109,292 $4.6M New
META Meta Platforms Inc. Class A 0.75% 8,331 $4.2M New
UBER Uber Technologies Inc. 0.75% 57,359 $4.2M New
NFLX Netflix Inc. 0.74% 6,141 $4.1M Reduce -21.3%
CRWD CrowdStrike Holdings Inc. Class A 0.74% 10,810 $4.1M New
JMBS Janus Henderson Mortg Backed 0.74% 92,241 $4.1M New
MOAT Vaneck Morningstar Wide Moat 0.65% 41,502 $3.6M Add +4.4%
CGGR Cap Group Growth Equity 0.63% 106,788 $3.5M Reduce -11.5%
SNAP Snap Inc. Class A 0.63% 211,098 $3.5M New
GLIN Vaneck India Growth Leaders 0.63% 68,692 $3.5M New
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.61% 60,252 $3.4M Reduce -47.8%
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.58% 27,195 $3.2M New
AVDV Avantis Intl S/C Value ETF 0.57% 49,149 $3.2M Add +3.8%
CRM Salesforce Inc. 0.57% 12,369 $3.2M New
DRIV Global X Autonomous&elec-ETF 0.56% 132,757 $3.1M New
SPGM State Street SPDR Portfolio 0.45% 41,224 $2.5M Add +1.1%
SPSB SS SPDR P St C Corp. ETF 0.43% 79,791 $2.4M Reduce -79.7%
LMBS First Trust Low Duration Opp 0.42% 48,592 $2.3M Reduce -2.1%
VTIP Vanguard Short-Term Tips 0.39% 45,251 $2.2M Reduce -69.7%
FLOT iShares Floating Rate Bond E 0.39% 42,013 $2.1M Reduce -2.1%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 9,615 $2.1M Reduce -0.6%
ITOT iShares Core S&P Total U.S. 0.34% 16,088 $1.9M No change
BOTZ Global X Robotics & Artifici 0.33% 58,961 $1.8M Reduce -5.6%
NVDA Nvidia Corp. 0.31% 14,034 $1.7M Add +21.9%
ONEQ Fidelity Nasdaq Comp Indx 0.29% 22,850 $1.6M No change
GOOG Alphabet Inc. Class C 0.27% 8,184 $1.5M Reduce -8.6%
SPAB SS SPDR P Agg Bond ETF 0.27% 59,747 $1.5M Reduce -2.0%
VOO Vanguard S&P 500 ETF 0.26% 2,908 $1.5M New
IVV iShares Core S&P 500 ETF 0.24% 2,413 $1.3M Reduce -1.4%
FLTR Vaneck Ig Floating Rate ETF 0.23% 51,199 $1.3M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.21% 4,666 $1.2M No change
VXF Vanguard Extended Market ETF 0.20% 6,583 $1.1M Reduce -0.6%
PKW Invesco Buyback Achievers Et 0.19% 10,244 $1.1M No change
XOM Exxon Mobil Corp. 0.19% 9,099 $1.0M Reduce -0.5%
FDN First Trust DJ Internet Ind 0.18% 4,986 $1.0M No change
PEP Pepsico Inc. 0.18% 6,105 $1.0M Reduce -2.0%
SHYG iShares 0-5 YR HY Corp. Bond 0.18% 23,778 $1.0M New
USMV iShares MSCI USA Min Vol Fac 0.17% 11,538 $969K Reduce -3.1%
MINO PIMCO Municipal Income Oppor 0.16% 20,145 $915K New
VEU Vanguard Ftse All-World Ex-U 0.16% 15,535 $911K No change
QUAL iShares MSCI USA Quality Fac 0.15% 4,989 $852K Reduce -11.0%
ABBV Abbvie Inc. 0.15% 4,881 $837K Reduce -2.8%
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 0.15% 20,766 $820K Reduce -3.0%
BNDW Vanguard Total World Bond Et 0.14% 11,235 $764K Add +3.7%
ESGU iShares ESG Aware MSCI USA 0.13% 6,184 $738K No change
VEA Vanguard Ftse Developed ETF 0.13% 14,849 $734K No change
GLD SPDR Gold Shares 0.12% 3,184 $685K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.12% 16,260 $674K No change
HCA HCA Healthcare Inc. 0.11% 1,987 $638K No change
AIVL Wisdomtree US AI Enhanced Va 0.11% 6,120 $611K No change
MUNI PIMCO Intermediate Municipal 0.11% 11,669 $607K Reduce -3.4%
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 8,487 $563K Reduce -5.5%
DGX Quest Diagnostics Inc. 0.10% 4,000 $548K No change
GSIE Goldman Sachs Activebeta Int 0.10% 16,131 $543K Reduce -5.0%
GOVT iShares US Treasury Bond ETF 0.10% 24,030 $542K Reduce -1.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 5,639 $518K No change
IWR iShares Russell Mid-Cap ETF 0.09% 6,343 $514K Add +45.1%
EMLP First Trust North American E 0.09% 16,588 $505K No change
MAR Marriott International Class A 0.09% 2,076 $502K Reduce -87.7%
NEE Nextera Energy Inc. 0.09% 6,887 $488K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 1,788 $478K No change
CVX Chevron Corp. 0.09% 3,023 $473K Add +0.2%
XLY SS Consumer Disc Select Sect 0.08% 2,555 $466K Reduce -6.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 6,915 $443K No change
DFAC Dimensional US Core Equity 2 0.08% 13,326 $430K No change
SCHP Schwab U.S. Tips ETF 0.08% 8,095 $421K No change
VFQY Vanguard U.S. Quality Factor 0.08% 3,129 $420K No change
IWM iShares Russell 2000 ETF 0.08% 2,061 $418K No change
XLC SS Comm Select Sector SPDR 0.07% 4,815 $412K Reduce -6.7%
LRCX Lam Research Corp. 0.07% 375 $399K No change
SAIC Science Applications Inte 0.07% 3,313 $389K No change
SMLF iShares US Smallcap Equity F 0.07% 6,262 $383K No change
JPM JPMorgan Chase & Co. 0.07% 1,851 $374K Reduce -0.6%
MCD McDonald's Corp. 0.06% 1,373 $350K Add +10.6%
XLI SS Industrial Select Sector 0.06% 2,658 $324K Reduce -7.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 2,151 $324K No change
AVGO Broadcom Inc. 0.06% 201 $323K No change
QTEC First Trust Nasdq 100 Tech I 0.06% 1,634 $323K No change
DRI Darden Restaurants Inc. 0.06% 2,041 $309K No change
FXL First Trust Technology Alpha 0.05% 2,196 $299K No change
FBT First Trust Nyse Arca Biotec 0.05% 1,938 $298K No change
MTUM iShares MSCI USA Momentum Fa 0.05% 1,521 $296K Reduce -5.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 6,540 $296K Reduce -3.2%
FDLO Fidelity Low Volat Fact ETF 0.05% 5,169 $295K No change
MRK Merck & Co. Inc. 0.05% 2,361 $292K Reduce -7.0%
PSLV Sprott Physical Silver Trust 0.05% 29,290 $291K No change
TSLA Tesla Inc. 0.05% 1,455 $288K No change
GBTC Grayscale Bitcoin Trust ETF 0.05% 5,356 $285K New
NOW ServiceNow Inc. 0.05% 359 $282K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,822 $280K Reduce -19.8%
XLV SS Health Care Select Sector 0.05% 1,912 $279K Reduce -12.3%
HD Home Depot Inc. 0.05% 806 $277K No change
VPL Vanguard Ftse Pacific ETF 0.05% 3,671 $272K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,655 $265K Reduce -19.0%
V Visa Inc. Class A 0.05% 1,001 $263K Reduce -12.7%
KO The Coca-Cola Co. 0.05% 3,989 $254K Add +3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 6,349 $252K Add +0.6%
USIG iShares Broad Usd Investment 0.04% 4,982 $250K No change
TDIV FT Nasdaq Tech DVD Index FD 0.04% 3,193 $242K No change
UNH Unitedhealth Group Inc. 0.04% 468 $238K Reduce -34.8%
MRNA Moderna Inc. 0.04% 2,000 $238K No change
BAH Booz Allen Hamilton Holdings 0.04% 1,540 $237K Reduce -9.9%
UCB United Community Banks 0.04% 9,000 $229K No change
IGEB iShares Investment Grade SYS 0.04% 5,155 $229K Reduce -18.5%
IEUR iShares Core MSCI Europe ETF 0.04% 4,004 $228K Reduce -3.0%
VGSH Vanguard Short-Term Treasury 0.04% 3,924 $228K No change
XLP SS Consumer Staples Sel Sect 0.04% 2,926 $224K Reduce -11.2%
RSG Republic Services Inc. 0.04% 1,143 $222K No change
PG The Procter & Gamble Co. 0.04% 1,318 $217K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,190 $217K Reduce -42.3%
VSS Vanguard Ftse All Wo X-US SC 0.04% 1,801 $212K No change
AGG iShares Core U.S. Aggregate 0.04% 2,103 $204K No change
ICORECONNECT INC 0.02% 101,675 $94K No change

Portfolio Sells Q1 2024 → Q2 2024
SHV iShares 0-1 Year Treasury Bo Reduce -73.6% 0.88% −2.43
VCLT Vanguard Long-Term Corp. Bond Reduce -70.6% 0.88% −2.21
VYM Vanguard High DVD Yield ETF Reduce -64.4% 1.14% −2.12
SPSB SS SPDR P St C Corp. ETF Reduce -79.7% 0.43% −1.67
FDIS Fidelity MSCI Cons Discr Ind Sold out 0.00% −1.57
VFMV Vanguard US Minimum Volatili Sold out 0.00% −1.52
EMLC Vaneck JPM Em Local Curr BND Sold out 0.00% −0.94
GBIL Goldman Sachs Access Treasur Sold out 0.00% −0.93
VTIP Vanguard Short-Term Tips Reduce -69.7% 0.39% −0.89
REET iShares Global REIT ETF Sold out 0.00% −0.78
NANR Sta STR SP S&P Nor An Res-Ui Sold out 0.00% −0.74
IGF iShares Global Infrastructur Sold out 0.00% −0.70
GEM Goldman Sachs Activebeta Em Reduce -46.4% 0.88% −0.70
ABNB Airbnb Inc. Class A Sold out 0.00% −0.69
MAR Marriott International Class A Reduce -87.7% 0.09% −0.67
JMEE JPM Sma & Mid Cap En Eq Et-U Reduce -47.8% 0.61% −0.60
WCLD Wisdomtree Cloud Computing Sold out 0.00% −0.58
SYK Stryker Corp. Reduce -11.3% 2.89% −0.53
AMZN Amazon.com Inc. Reduce -17.6% 3.96% −0.51
IDRV iShares Self-Driving Ev&tech Sold out 0.00% −0.42
VIS Vanguard Industrials ETF Reduce -8.0% 1.75% −0.22
DFAX Dimensional World Ex US Core Reduce -6.3% 3.25% −0.21
USHY iShares Broad Usd High Yield Reduce -9.5% 1.54% −0.17
SRLN SS Blackstone Sr Loan ETF Reduce -9.2% 1.49% −0.16
CIBR First Trust Nasdaq Cybersecu Reduce -7.5% 1.72% −0.13
CVS CVS Health Corp. Sold out 0.00% −0.13
SPIP SS SPDR P Tips ETF Sold out 0.00% −0.12
NFLX Netflix Inc. Reduce -21.3% 0.74% −0.10
BXSL Blackstone Secured Lending F Reduce -3.8% 1.90% −0.10
SDY SS SPDR S&P Dividend ETF Reduce -3.3% 1.58% −0.10
CGGR Cap Group Growth Equity Reduce -11.5% 0.63% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 1.31% −0.05
ANGL Vaneck Fallen Angel High YLD Reduce -0.1% 1.94% −0.05
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.05
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.04
FNDC Schwab Fndmnt Intl SM Eq ETF Sold out 0.00% −0.04
PAVE Global X US Infrastructure Sold out 0.00% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.6% 0.86% −0.04
AMD Advanced Micro Devices Sold out 0.00% −0.04
AVEM Avantis Emerging Markets Eq Reduce -7.4% 1.74% −0.04
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.04
FEMS First Trust Emerging Markets Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -42.3% 0.04% −0.03
BOTZ Global X Robotics & Artifici Reduce -5.6% 0.33% −0.03
DIS The Walt Disney Co. Reduce -19.8% 0.05% −0.03
JEPI JPMorgan Equity Premium Inco Reduce -0.3% 1.06% −0.02
UNH Unitedhealth Group Inc. Reduce -34.8% 0.04% −0.02
XLK SS Technology Select Sector Reduce -8.9% 2.59% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.6% 0.38% −0.02

Portfolio Buys Q1 2024 → Q2 2024
DFLV Dim US Large Cap Value ETF New 4.40% +4.40
JCPB JPMorgan Core Plus Bond ETF Add +268.5% 4.84% +3.52
VUG Vanguard Mrngstar GR ETF-Sui Add +64.8% 5.00% +2.22
XLF SS Financial Select Sector Add +1183.6% 1.79% +1.65
AVIG Avantis Core Fixed Income New 1.05% +1.05
JAAA Janus Henderson Aaa Clo ETF Add +83.4% 1.85% +0.85
SSGA ACTIVE TR New 0.83% +0.83
META Meta Platforms Inc. Class A New 0.75% +0.75
UBER Uber Technologies Inc. New 0.75% +0.75
CRWD CrowdStrike Holdings Inc. Class A New 0.74% +0.74
JMBS Janus Henderson Mortg Backed New 0.74% +0.74
AAPL Apple Inc. Add +6.6% 2.94% +0.70
SNAP Snap Inc. Class A New 0.63% +0.63
GLIN Vaneck India Growth Leaders New 0.63% +0.63
ONEV SS SPDR R1000 Lo Vol Foc ETF New 0.58% +0.58
CRM Salesforce Inc. New 0.57% +0.57
DRIV Global X Autonomous&elec-ETF New 0.56% +0.56
VIGI Vanguard Int Div App Indx FD Add +33.5% 1.83% +0.46
VOO Vanguard S&P 500 ETF New 0.26% +0.26
MSFT Microsoft Corp. Add +4.3% 2.48% +0.25
IBB iShares Biotechnology ETF Add +14.6% 1.89% +0.24
FLTR Vaneck Ig Floating Rate ETF New 0.23% +0.23
SHYG iShares 0-5 YR HY Corp. Bond New 0.18% +0.18
MINO PIMCO Municipal Income Oppor New 0.16% +0.16
NVDA Nvidia Corp. Add +21.9% 0.31% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +3.0% 1.02% +0.07
GBTC Grayscale Bitcoin Trust ETF New 0.05% +0.05
PG The Procter & Gamble Co. New 0.04% +0.04
IWR iShares Russell Mid-Cap ETF Add +45.1% 0.09% +0.03
AVDV Avantis Intl S/C Value ETF Add +3.8% 0.57% +0.01
SPGM State Street SPDR Portfolio Add +1.1% 0.45% +0.01
DFIV Dimensional International Va Add +2.7% 1.29% +0.01
MOAT Vaneck Morningstar Wide Moat Add +4.4% 0.65% +0.01
BNDW Vanguard Total World Bond Et Add +3.7% 0.14% +0.00
KO The Coca-Cola Co. Add +3.1% 0.05% +0.00
BAC Bank of America Corp. Add +0.6% 0.05% +0.00
MCD McDonald's Corp. Add +10.6% 0.06% +0.00
TOTL SS Doubleline TR Tact ETF Add +0.6% 2.23% −0.00
CVX Chevron Corp. Add +0.2% 0.09% −0.00
GIGB Goldman Sachs Inv GRD Corp. Add +0.3% 1.94% −0.01

Notes & Other Activity Q1 2024 → Q2 2024
IRRXW Integrated Rail and Re -CW23 *W EXP 99/99/999 Sold out 89,321 $456before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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