Destiny Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Destiny Wealth Partners, LLC reported 162 stock positions worth $630.3 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 6.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.8%) and Dim US Large Cap Value ETF (DFLV, 4.6%). Compared with Q4 2024, it opened 10 new positions, sold out of 15, added to 63 and reduced 41. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +262%) and the biggest sale an exit from Schwab 5-10 Year Corporate B (SCHI).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $630.3M (Q1 2025)
- SEC Filing
- 0001844369-25-000004 ↗ filed Apr 14, 2025
Holdings Value
Holdings 162 stocks · $630.3M
| JAAA Janus Henderson Aaa Clo ETF | 6.78% | 843,140 | $42.8M | Add +262.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.85% | 82,424 | $30.6M | Add +11.7% |
| DFLV Dim US Large Cap Value ETF | 4.57% | 942,845 | $28.8M | Add +2.3% |
| JCPB JPMorgan Core Plus Bond ETF | 4.22% | 565,755 | $26.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 3.70% | 122,609 | $23.3M | Add +3.2% |
| AAPL Apple Inc. | 2.52% | 71,486 | $15.9M | Add +1.9% |
| SYK Stryker Corp. | 2.45% | 41,426 | $15.4M | Reduce -0.2% |
| TOTL SS Doubleline TR Tact ETF | 2.38% | 372,137 | $15.0M | Add +3.8% |
| XLK SS Technology Select Sector | 2.15% | 65,494 | $13.5M | Add +3.3% |
| BXSL Blackstone Secured Lending F | 2.02% | 393,983 | $12.7M | Add +3.2% |
| XLF SS Financial Select Sector | 1.99% | 251,765 | $12.5M | Add +3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.90% | 15 | $12.0M | Add +650.0% |
| JBBB Janus Henderson B-BBB Clo Et | 1.88% | 243,494 | $11.9M | Add +6.6% |
| VIG Vanguard Dividend Apprec ETF | 1.79% | 58,178 | $11.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.76% | 29,536 | $11.1M | Add +5.1% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.66% | 186,346 | $10.5M | Add +4.2% |
| DFAX Dimensional World Ex US Core | 1.66% | 398,701 | $10.4M | Reduce -45.9% |
| AVEM Avantis Emerging Markets Eq | 1.63% | 170,919 | $10.3M | Add +5.5% |
| ANGL Vaneck Fallen Angel High YLD | 1.57% | 343,000 | $9.9M | Reduce -20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.53% | 18,085 | $9.6M | Reduce -0.8% |
| PDBC Invesco Optimum Yield Divers | 1.52% | 703,707 | $9.6M | New |
| SDY SS SPDR S&P Dividend ETF | 1.48% | 68,888 | $9.3M | Add +0.1% |
| USHY iShares Broad Usd High Yield | 1.46% | 249,504 | $9.2M | Add +5.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.43% | 143,259 | $9.0M | Add +6.2% |
| SCHR Schwab Intermediate-Term US | 1.42% | 360,558 | $9.0M | New |
| IBB iShares Biotechnology ETF | 1.42% | 69,865 | $8.9M | Add +6.7% |
| SRLN SS Blackstone Sr Loan ETF | 1.39% | 212,744 | $8.8M | Add +5.1% |
| DFIV Dimensional International Va | 1.16% | 185,690 | $7.3M | Reduce -10.4% |
| VIGI Vanguard Int Div App Indx FD | 1.15% | 87,634 | $7.3M | Reduce -14.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.14% | 15,279 | $7.2M | Reduce -3.0% |
| JEPI JPMorgan Equity Premium Inco | 1.08% | 119,345 | $6.8M | Add +4.3% |
| VYM Vanguard High DVD Yield ETF | 1.02% | 49,839 | $6.4M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.96% | 39,073 | $6.0M | Add +5.6% |
| NVDA Nvidia Corp. | 0.95% | 55,437 | $6.0M | Add +25.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 10,687 | $6.0M | Reduce -8.6% |
| BIV Vanguard Intermediate-Term B | 0.91% | 75,140 | $5.8M | Reduce -4.8% |
| VGLT Vanguard Long-Term Treasury | 0.90% | 98,086 | $5.7M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.89% | 15,946 | $5.6M | Add +3.6% |
| PULS Pgim Ultra Short Bond ETF | 0.88% | 111,865 | $5.6M | Add +8.2% |
| AVGO Broadcom Inc. | 0.88% | 33,026 | $5.5M | Add +22.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.88% | 21,348 | $5.5M | Add +4.1% |
| GEM Goldman Sachs Activebeta Em | 0.84% | 158,634 | $5.3M | Add +3.7% |
| VT Vanguard Tot World STK ETF | 0.80% | 43,318 | $5.0M | Reduce -0.6% |
| SSGA ACTIVE TR | 0.79% | 115,613 | $5.0M | Add +3.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.76% | 83,504 | $4.8M | Add +3.6% |
| NFLX Netflix Inc. | 0.72% | 4,836 | $4.5M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.71% | 7,716 | $4.4M | Add +4.3% |
| RDDT Reddit Inc. Class A | 0.68% | 40,856 | $4.3M | Reduce -35.4% |
| UBER Uber Technologies Inc. | 0.67% | 57,549 | $4.2M | Add +6.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.65% | 46,443 | $4.1M | Add +6.2% |
| JMBS Janus Henderson Mortg Backed | 0.65% | 90,145 | $4.1M | Reduce -3.4% |
| CGGR Cap Group Growth Equity | 0.64% | 118,051 | $4.0M | Add +4.9% |
| PLTR Palantir Technologies Inc. Class A | 0.64% | 47,665 | $4.0M | Add +11.5% |
| AVDV Avantis Intl S/C Value ETF | 0.57% | 51,330 | $3.6M | Add +2.6% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.55% | 27,556 | $3.5M | Add +1.1% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.55% | 62,239 | $3.5M | Add +2.9% |
| SPGM State Street SPDR Portfolio | 0.54% | 54,598 | $3.4M | Add +20.9% |
| CRM Salesforce Inc. | 0.49% | 11,621 | $3.1M | Add +5.1% |
| TSLA Tesla Inc. | 0.49% | 11,840 | $3.1M | Add +25.3% |
| LMBS First Trust Low Duration Opp | 0.43% | 54,679 | $2.7M | Add +8.2% |
| GLIN Vaneck India Growth Leaders | 0.41% | 59,917 | $2.6M | Add +11.4% |
| FLOT iShares Floating Rate Bond E | 0.39% | 47,952 | $2.4M | Add +8.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.38% | 79,791 | $2.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 10,340 | $2.3M | Reduce -1.3% |
| VTIP Vanguard Short-Term Tips | 0.36% | 45,228 | $2.3M | Reduce -0.7% |
| FLTR Vaneck Ig Floating Rate ETF | 0.33% | 80,608 | $2.1M | Add +1.2% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 14,732 | $1.8M | Reduce -10.3% |
| VOO Vanguard S&P 500 ETF | 0.25% | 3,094 | $1.6M | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.25% | 22,850 | $1.6M | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.23% | 57,894 | $1.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,356 | $1.3M | Add +0.0% |
| SNAP Snap Inc. Class A | 0.21% | 148,648 | $1.3M | Add +12.7% |
| BOTZ Global X Robotics & Artifici | 0.19% | 42,509 | $1.2M | Add +3.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 4,689 | $1.2M | No change |
| BNDW Vanguard Total World Bond Et | 0.19% | 17,420 | $1.2M | Add +32.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 12,675 | $1.2M | Add +12.7% |
| VXF Vanguard Extended Market ETF | 0.18% | 6,583 | $1.1M | No change |
| FDN First Trust DJ Internet Ind | 0.18% | 5,032 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.17% | 9,115 | $1.1M | Reduce -1.1% |
| ORLY O'reilly Automotive Inc. | 0.17% | 751 | $1.1M | No change |
| PKW Invesco Buyback Achievers Et | 0.17% | 9,315 | $1.0M | Reduce -2.2% |
| GLD SPDR Gold Shares | 0.17% | 3,613 | $1.0M | Add +7.5% |
| ABBV Abbvie Inc. | 0.16% | 4,842 | $1.0M | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 6,373 | $996K | Reduce -3.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.15% | 21,959 | $934K | Reduce -5.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 15,299 | $928K | Reduce -1.5% |
| MINO PIMCO Municipal Income Oppor | 0.14% | 20,417 | $913K | Reduce -0.2% |
| PEP Pepsico Inc. | 0.14% | 5,965 | $894K | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 17,567 | $893K | Add +13.1% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.13% | 20,766 | $845K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 4,786 | $818K | No change |
| HCA HCA Healthcare Inc. | 0.12% | 2,265 | $783K | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 6,035 | $736K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.11% | 16,260 | $704K | No change |
| DGX Quest Diagnostics Inc. | 0.11% | 4,000 | $677K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.11% | 6,120 | $672K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 7,612 | $648K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 3,661 | $632K | Add +75.1% |
| EMLP First Trust North American E | 0.10% | 16,588 | $622K | No change |
| MUNI PIMCO Intermediate Municipal | 0.10% | 11,824 | $610K | Reduce -0.2% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −2.00 |
| DFAX Dimensional World Ex US Core | Reduce -45.9% | 1.66% | −1.33 |
| MLPX Global X MLP & Energy Infras | Sold out | 0.00% | −1.20 |
| RDDT Reddit Inc. Class A | Reduce -35.4% | 0.68% | −1.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.92 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.80 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -20.5% | 1.57% | −0.45 |
| VIGI Vanguard Int Div App Indx FD | Reduce -14.9% | 1.15% | −0.19 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 1.14% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.6% | 0.95% | −0.17 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -1.3% | 4.22% | −0.09 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.08 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.79% | −0.07 |
| ITOT iShares Core S&P Total U.S. | Reduce -10.3% | 0.29% | −0.06 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -43.6% | 0.07% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -4.8% | 0.91% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 1.02% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.36% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.16% | −0.05 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.04 |
| DFIV Dimensional International Va | Reduce -10.4% | 1.16% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -0.6% | 0.80% | −0.04 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.04 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.03 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.03 |
| JMBS Janus Henderson Mortg Backed | Reduce -3.4% | 0.65% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -16.4% | 0.04% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -5.6% | 0.15% | −0.01 |
| PKW Invesco Buyback Achievers Et | Reduce -2.2% | 0.17% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -16.6% | 0.05% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.14% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.5% | 0.09% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -0.4% | 0.05% | −0.01 |
| MINO PIMCO Municipal Income Oppor | Reduce -0.2% | 0.14% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.8% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.8% | 0.04% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.2% | 0.03% | −0.00 |
| CLOI Vaneck Clo ETF | Reduce -6.8% | 0.04% | −0.00 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.2% | 0.10% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -0.7% | 0.36% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.2% | 0.04% | −0.00 |
| DRI Darden Restaurants Inc. | Reduce -10.1% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.08% | −0.00 |
| AMLP Alerian MLP ETF | Reduce -2.9% | 0.03% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| JAAA Janus Henderson Aaa Clo ETF | Add +262.4% | 6.78% | +4.86 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +650.0% | 1.90% | +1.68 |
| PDBC Invesco Optimum Yield Divers | New | 1.52% | +1.52 |
| SCHR Schwab Intermediate-Term US | New | 1.42% | +1.42 |
| VGLT Vanguard Long-Term Treasury | New | 0.90% | +0.90 |
| UBER Uber Technologies Inc. | Add +6.2% | 0.67% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +11.5% | 0.64% | +0.11 |
| AVEM Avantis Emerging Markets Eq | Add +5.5% | 1.63% | +0.08 |
| SPGM State Street SPDR Portfolio | Add +20.9% | 0.54% | +0.07 |
| TOTL SS Doubleline TR Tact ETF | Add +3.8% | 2.38% | +0.07 |
| XLF SS Financial Select Sector | Add +3.0% | 1.99% | +0.06 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +2.3% | 4.57% | +0.05 |
| EQWL Invesco S&P 100 Equal Weight | New | 0.05% | +0.05 |
| JBBB Janus Henderson B-BBB Clo Et | Add +6.6% | 1.88% | +0.05 |
| PULS Pgim Ultra Short Bond ETF | Add +8.2% | 0.88% | +0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.05% | +0.05 |
| BNDW Vanguard Total World Bond Et | Add +32.0% | 0.19% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +75.1% | 0.10% | +0.04 |
| DIS The Walt Disney Co. | Add +116.0% | 0.09% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.04% | +0.04 |
| GEM Goldman Sachs Activebeta Em | Add +3.7% | 0.84% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +2.6% | 0.57% | +0.04 |
| ILF iShares Latin America 40 ETF | New | 0.03% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +6.2% | 1.43% | +0.03 |
| GLD SPDR Gold Shares | Add +7.5% | 0.17% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.6% | 0.89% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +5.0% | 1.46% | +0.03 |
| NFLX Netflix Inc. | Add +2.4% | 0.72% | +0.03 |
| SSGA ACTIVE TR | Add +3.9% | 0.79% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +12.7% | 0.19% | +0.03 |
| LMBS First Trust Low Duration Opp | Add +8.2% | 0.43% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +13.1% | 0.14% | +0.02 |
| FLOT iShares Floating Rate Bond E | Add +8.2% | 0.39% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +38.2% | 0.06% | +0.02 |
| CVX Chevron Corp. | Add +8.6% | 0.09% | +0.02 |
| VPL Vanguard Ftse Pacific ETF | Add +37.5% | 0.06% | +0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +5.1% | 1.39% | +0.01 |
| V Visa Inc. Class A | Add +4.5% | 0.07% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +3.2% | 2.02% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +4.3% | 1.08% | +0.01 |
| ARBE Arbe Robotics Ltd. | New | 0.00% | +0.00 |
| IBB iShares Biotechnology ETF | Add +6.7% | 1.42% | +0.00 |
| MCD McDonald's Corp. | Add +0.1% | 0.07% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +2.7% | 0.03% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.04% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 1.48% | −0.00 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.71% | −0.00 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Add +1.1% | 0.55% | −0.00 |
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 |