Destiny Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Destiny Wealth Partners, LLC reported 192 stock positions worth $744.1 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 5.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.9%) and Dim US Large Cap Value ETF (DFLV, 3.9%). Compared with Q1 2025, it opened 40 new positions, sold out of 10, added to 68 and reduced 40. The biggest buy was a new position in Eaton Vance Total Return (EVTR) and the biggest sale an exit from Invesco Optimum Yield Divers (PDBC).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $744.1M (Q2 2025)
- SEC Filing
- 0001844369-25-000005 ↗ filed Jul 16, 2025
Holdings Value
Holdings 192 stocks · $744.1M
| JAAA Janus Henderson Aaa Clo ETF | 5.92% | 868,213 | $44.1M | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.86% | 82,424 | $36.1M | No change |
| DFLV Dim US Large Cap Value ETF | 3.95% | 947,175 | $29.4M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.92% | 132,936 | $29.2M | Add +8.4% |
| JCPB JPMorgan Core Plus Bond ETF | 3.66% | 578,252 | $27.2M | Add +2.2% |
| DFAX Dimensional World Ex US Core | 2.98% | 755,020 | $22.2M | Add +89.4% |
| MSFT Microsoft Corp. | 2.31% | 34,507 | $17.2M | Add +16.8% |
| XLK SS Technology Select Sector | 2.30% | 67,707 | $17.1M | Add +3.4% |
| AAPL Apple Inc. | 2.18% | 78,984 | $16.2M | Add +10.5% |
| SYK Stryker Corp. | 2.06% | 38,818 | $15.4M | Reduce -6.3% |
| TOTL SS Doubleline TR Tact ETF | 2.04% | 378,330 | $15.2M | Add +1.7% |
| XLF SS Financial Select Sector | 1.83% | 260,374 | $13.6M | Add +3.4% |
| EVTR Eaton Vance Total Return | 1.76% | 258,089 | $13.1M | New |
| NVDA Nvidia Corp. | 1.74% | 82,137 | $13.0M | Add +48.2% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.70% | 194,911 | $12.6M | Add +4.6% |
| JBBB Janus Henderson B-BBB Clo Et | 1.66% | 256,094 | $12.3M | Add +5.2% |
| AVEM Avantis Emerging Markets Eq | 1.65% | 178,787 | $12.3M | Add +4.6% |
| BXSL Blackstone Secured Lending F | 1.61% | 390,129 | $12.0M | Reduce -1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.60% | 58,122 | $11.9M | Reduce -0.1% |
| CIBR First Trust Nasdaq Cybersecu | 1.57% | 154,823 | $11.7M | Add +8.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.47% | 15 | $10.9M | No change |
| AVGO Broadcom Inc. | 1.42% | 38,342 | $10.6M | Add +16.1% |
| ANGL Vaneck Fallen Angel High YLD | 1.38% | 349,545 | $10.2M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.33% | 56,323 | $9.9M | Add +44.1% |
| USHY iShares Broad Usd High Yield | 1.32% | 262,194 | $9.8M | Add +5.1% |
| IBB iShares Biotechnology ETF | 1.29% | 75,784 | $9.6M | Add +8.5% |
| SDY SS SPDR S&P Dividend ETF | 1.27% | 69,821 | $9.5M | Add +1.4% |
| SRLN SS Blackstone Sr Loan ETF | 1.26% | 225,140 | $9.4M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 19,005 | $9.2M | Add +5.1% |
| SCHR Schwab Intermediate-Term US | 1.23% | 365,808 | $9.2M | Add +1.5% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.19% | 79,754 | $8.9M | New |
| BIV Vanguard Intermediate-Term B | 1.17% | 113,032 | $8.7M | Add +50.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 16,639 | $8.5M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 15,052 | $8.3M | Reduce -1.5% |
| DFIV Dimensional International Va | 1.05% | 181,981 | $7.8M | Reduce -2.0% |
| VIGI Vanguard Int Div App Indx FD | 0.99% | 82,045 | $7.4M | Reduce -6.4% |
| NFLX Netflix Inc. | 0.98% | 5,435 | $7.3M | Add +12.4% |
| JEPI JPMorgan Equity Premium Inco | 0.94% | 122,671 | $7.0M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.93% | 9,350 | $6.9M | Add +21.2% |
| PLTR Palantir Technologies Inc. Class A | 0.92% | 50,158 | $6.8M | Add +5.2% |
| VYM Vanguard High DVD Yield ETF | 0.88% | 49,204 | $6.6M | Reduce -1.3% |
| FLTR Vaneck Ig Floating Rate ETF | 0.84% | 245,008 | $6.2M | Add +203.9% |
| GEM Goldman Sachs Activebeta Em | 0.82% | 163,880 | $6.1M | Add +3.3% |
| PULS Pgim Ultra Short Bond ETF | 0.82% | 122,003 | $6.1M | Add +9.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 9,758 | $6.0M | Reduce -8.7% |
| RDDT Reddit Inc. Class A | 0.79% | 38,972 | $5.9M | Reduce -4.6% |
| UBER Uber Technologies Inc. | 0.77% | 61,731 | $5.8M | Add +7.3% |
| TSLA Tesla Inc. | 0.75% | 17,474 | $5.6M | Add +47.6% |
| VT Vanguard Tot World STK ETF | 0.75% | 43,153 | $5.5M | Reduce -0.4% |
| VTIP Vanguard Short-Term Tips | 0.74% | 109,599 | $5.5M | Add +142.3% |
| CGGR Cap Group Growth Equity | 0.68% | 124,907 | $5.1M | Add +5.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.65% | 17,099 | $4.9M | New |
| JQUA JPMorgan US Quality Factor | 0.59% | 73,403 | $4.4M | New |
| AVDV Avantis Intl S/C Value ETF | 0.54% | 50,641 | $4.0M | Reduce -1.3% |
| SPGM State Street SPDR Portfolio | 0.54% | 58,018 | $4.0M | Add +6.3% |
| JMBS Janus Henderson Mortg Backed | 0.53% | 88,018 | $4.0M | Reduce -2.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.51% | 63,706 | $3.8M | Add +2.4% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.48% | 27,575 | $3.6M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 12,550 | $3.5M | Reduce -41.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 13,893 | $3.3M | Add +34.4% |
| IWD iShares Russell 1000 Value E | 0.44% | 16,767 | $3.3M | New |
| LMBS First Trust Low Duration Opp | 0.39% | 59,543 | $2.9M | Add +8.9% |
| FLOT iShares Floating Rate Bond E | 0.36% | 52,408 | $2.7M | Add +9.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.32% | 79,791 | $2.4M | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.27% | 30,815 | $2.0M | Reduce -63.1% |
| ITOT iShares Core S&P Total U.S. | 0.27% | 14,732 | $2.0M | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.25% | 22,850 | $1.8M | No change |
| VOO Vanguard S&P 500 ETF | 0.24% | 3,095 | $1.8M | Add +0.0% |
| BOTZ Global X Robotics & Artifici | 0.20% | 45,011 | $1.5M | Add +5.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 56,900 | $1.5M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 0.19% | 2,257 | $1.4M | Reduce -4.2% |
| FDN First Trust DJ Internet Ind | 0.18% | 5,032 | $1.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 7,616 | $1.3M | Add +108.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 4,666 | $1.3M | Reduce -0.5% |
| BNDW Vanguard Total World Bond Et | 0.17% | 18,600 | $1.3M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.17% | 7,229 | $1.3M | Add +13.4% |
| VXF Vanguard Extended Market ETF | 0.17% | 6,583 | $1.3M | No change |
| IJR iShares Core S&P Small-Cap E | 0.17% | 11,458 | $1.3M | New |
| XOM Exxon Mobil Corp. | 0.16% | 11,119 | $1.2M | Add +22.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 4,099 | $1.2M | Add +100.2% |
| GLD SPDR Gold Shares | 0.16% | 3,834 | $1.2M | Add +6.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 12,402 | $1.2M | Reduce -2.1% |
| PKW Invesco Buyback Achievers Et | 0.15% | 9,092 | $1.1M | Reduce -2.4% |
| ORLY O'reilly Automotive Inc. | 0.14% | 11,420 | $1.0M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 15,299 | $1.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 17,533 | $1000K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.13% | 5,287 | $981K | Add +9.2% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 15,252 | $946K | New |
| PEP Pepsico Inc. | 0.13% | 7,111 | $939K | Add +19.2% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.13% | 20,766 | $934K | No change |
| V Visa Inc. Class A | 0.13% | 2,621 | $931K | Add +110.0% |
| HCA HCA Healthcare Inc. | 0.12% | 2,335 | $895K | Add +3.1% |
| MINO PIMCO Municipal Income Oppor | 0.12% | 19,718 | $872K | Reduce -3.4% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 4,565 | $835K | Reduce -4.6% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 5,923 | $801K | Reduce -1.9% |
| MAR Marriott International Class A | 0.11% | 2,881 | $787K | Add +49.0% |
| IWV iShares Russell 3000 ETF | 0.10% | 2,154 | $756K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.10% | 8,153 | $748K | Add +79.3% |
| TT Trane Technologies PLC | 0.10% | 1,709 | $748K | New |
| DGX Quest Diagnostics Inc. | 0.10% | 4,000 | $719K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −1.52 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.90 |
| SSGA ACTIVE TR | Sold out | 0.00% | −0.79 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.65 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -63.1% | 0.27% | −0.49 |
| CRM Salesforce Inc. | Reduce -91.8% | 0.03% | −0.46 |
| BXSL Blackstone Secured Lending F | Reduce -1.0% | 1.61% | −0.41 |
| GLIN Vaneck India Growth Leaders | Sold out | 0.00% | −0.41 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -41.2% | 0.47% | −0.40 |
| SYK Stryker Corp. | Reduce -6.3% | 2.06% | −0.38 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.21 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.60% | −0.19 |
| VIGI Vanguard Int Div App Indx FD | Reduce -6.4% | 0.99% | −0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.7% | 0.81% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.88% | −0.14 |
| JMBS Janus Henderson Mortg Backed | Reduce -2.4% | 0.53% | −0.11 |
| DFIV Dimensional International Va | Reduce -2.0% | 1.05% | −0.11 |
| VT Vanguard Tot World STK ETF | Reduce -0.4% | 0.75% | −0.05 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -1.7% | 0.20% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.04 |
| DIS The Walt Disney Co. | Reduce -47.8% | 0.05% | −0.04 |
| CLOI Vaneck Clo ETF | Sold out | 0.00% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.1% | 0.16% | −0.03 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.3% | 0.54% | −0.03 |
| MINO PIMCO Municipal Income Oppor | Reduce -3.4% | 0.12% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -4.2% | 0.19% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 1.12% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -3.6% | 0.08% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.6% | 0.11% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.0% | 0.08% | −0.02 |
| PKW Invesco Buyback Achievers Et | Reduce -2.4% | 0.15% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -8.9% | 0.03% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.5% | 0.18% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -5.6% | 0.05% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.9% | 0.11% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.03% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.04% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.04% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.2% | 0.04% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.4% | 0.08% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -0.7% | 0.03% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.05% | −0.00 |
| IEUR iShares Core MSCI Europe ETF | Reduce -1.3% | 0.04% | −0.00 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -8.1% | 0.05% | +0.01 |
| RDDT Reddit Inc. Class A | Reduce -4.6% | 0.79% | +0.11 |
Portfolio Buys Q1 2025 → Q2 2025
| EVTR Eaton Vance Total Return | New | 1.76% | +1.76 |
| DFAX Dimensional World Ex US Core | Add +89.4% | 2.98% | +1.32 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 1.19% | +1.19 |
| NVDA Nvidia Corp. | Add +48.2% | 1.74% | +0.79 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.65% | +0.65 |
| JQUA JPMorgan US Quality Factor | New | 0.59% | +0.59 |
| MSFT Microsoft Corp. | Add +16.8% | 2.31% | +0.55 |
| AVGO Broadcom Inc. | Add +16.1% | 1.42% | +0.54 |
| FLTR Vaneck Ig Floating Rate ETF | Add +203.9% | 0.84% | +0.51 |
| IWD iShares Russell 1000 Value E | New | 0.44% | +0.44 |
| VTIP Vanguard Short-Term Tips | Add +142.3% | 0.74% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +44.1% | 1.33% | +0.38 |
| PLTR Palantir Technologies Inc. Class A | Add +5.2% | 0.92% | +0.28 |
| NFLX Netflix Inc. | Add +12.4% | 0.98% | +0.26 |
| BIV Vanguard Intermediate-Term B | Add +50.4% | 1.17% | +0.26 |
| TSLA Tesla Inc. | Add +47.6% | 0.75% | +0.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.3% | 1.14% | +0.25 |
| META Meta Platforms Inc. Class A | Add +21.2% | 0.93% | +0.22 |
| AMZN Amazon.com Inc. | Add +8.4% | 3.92% | +0.22 |
| IJR iShares Core S&P Small-Cap E | New | 0.17% | +0.17 |
| XLK SS Technology Select Sector | Add +3.4% | 2.30% | +0.16 |
| CIBR First Trust Nasdaq Cybersecu | Add +8.1% | 1.57% | +0.14 |
| IJH iShares Core S&P Midcap ETF | New | 0.13% | +0.13 |
| UBER Uber Technologies Inc. | Add +7.3% | 0.77% | +0.11 |
| IWV iShares Russell 3000 ETF | New | 0.10% | +0.10 |
| TT Trane Technologies PLC | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.08% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +108.0% | 0.18% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +100.2% | 0.16% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +34.4% | 0.44% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| BLK BlackRock Inc. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| IWF iShares Russell 1000 Growth | New | 0.06% | +0.06 |
| LIN Linde PLC | New | 0.06% | +0.06 |
| HD Home Depot Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +110.0% | 0.13% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| INTU Intuit Inc. | New | 0.05% | +0.05 |
| GBFH Gbank Financial Holdings Inc. | New | 0.05% | +0.05 |
| AOR iShares Core 60/40 Balanced | New | 0.05% | +0.05 |
| ACN Accenture PLC Class A | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| WM Waste Management Inc. | New | 0.04% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +138.2% | 0.08% | +0.04 |
| WMT Walmart Inc. | Add +121.6% | 0.08% | +0.04 |
| CSCO Cisco Systems Inc. | New | 0.04% | +0.04 |
| CGGR Cap Group Growth Equity | Add +5.8% | 0.68% | +0.04 |
| BX Blackstone Inc. | New | 0.04% | +0.04 |
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 |