Destiny Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Destiny Wealth Partners, LLC reported 205 stock positions worth $816.3 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 5.7% 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 Q2 2025, it opened 16 new positions, sold out of 3, added to 83 and reduced 47. The biggest buy was Tesla (TSLA, shares +124%) and the biggest sale iShares Biotechnology ETF (IBB, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $816.3M (Q3 2025)
- SEC Filing
- 0001844369-25-000007 ↗ filed Oct 6, 2025
Holdings Value
Holdings 205 stocks · $816.3M
| JAAA Janus Henderson Aaa Clo ETF | 5.69% | 913,944 | $46.4M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.91% | 83,625 | $40.1M | Add +1.5% |
| DFLV Dim US Large Cap Value ETF | 3.92% | 973,514 | $32.0M | Add +2.8% |
| JCPB JPMorgan Core Plus Bond ETF | 3.45% | 591,581 | $28.1M | Add +2.3% |
| AMZN Amazon.com Inc. | 3.39% | 126,157 | $27.7M | Reduce -5.1% |
| DFAX Dimensional World Ex US Core | 3.04% | 789,739 | $24.8M | Add +4.6% |
| AAPL Apple Inc. | 2.74% | 87,957 | $22.4M | Add +11.4% |
| XLK SS Technology Select Sector | 2.38% | 68,945 | $19.4M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 2.38% | 79,902 | $19.4M | Add +41.9% |
| NVDA Nvidia Corp. | 2.36% | 103,097 | $19.2M | Add +25.5% |
| MSFT Microsoft Corp. | 2.27% | 35,756 | $18.5M | Add +3.6% |
| TSLA Tesla Inc. | 2.14% | 39,199 | $17.4M | Add +124.3% |
| TOTL SS Doubleline TR Tact ETF | 2.02% | 407,439 | $16.5M | Add +7.7% |
| XLF SS Financial Select Sector | 1.77% | 268,115 | $14.4M | Add +3.0% |
| EVTR Eaton Vance Total Return | 1.75% | 277,253 | $14.3M | Add +7.4% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.74% | 199,798 | $14.2M | Add +2.5% |
| SYK Stryker Corp. | 1.73% | 38,259 | $14.1M | Reduce -1.4% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.73% | 104,197 | $14.1M | Add +30.6% |
| AVEM Avantis Emerging Markets Eq | 1.69% | 184,092 | $13.8M | Add +3.0% |
| JBBB Janus Henderson B-BBB Clo Et | 1.63% | 275,984 | $13.3M | Add +7.8% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 58,959 | $12.7M | Add +1.4% |
| CIBR First Trust Nasdaq Cybersecu | 1.46% | 157,067 | $11.9M | Add +1.4% |
| AVGO Broadcom Inc. | 1.41% | 34,966 | $11.5M | Reduce -8.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.39% | 15 | $11.3M | No change |
| USHY iShares Broad Usd High Yield | 1.37% | 296,944 | $11.2M | Add +13.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.37% | 375,144 | $11.2M | Add +7.3% |
| BXSL Blackstone Secured Lending F | 1.33% | 415,977 | $10.8M | Add +6.6% |
| SRLN SS Blackstone Sr Loan ETF | 1.31% | 257,145 | $10.7M | Add +14.2% |
| SCHR Schwab Intermediate-Term US | 1.21% | 393,136 | $9.9M | Add +7.5% |
| SDY SS SPDR S&P Dividend ETF | 1.19% | 69,081 | $9.7M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 15,596 | $9.4M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 18,354 | $9.2M | Reduce -3.4% |
| BIV Vanguard Intermediate-Term B | 1.08% | 113,101 | $8.8M | Add +0.1% |
| DFIV Dimensional International Va | 1.05% | 186,557 | $8.6M | Add +2.5% |
| JEPI JPMorgan Equity Premium Inco | 0.93% | 132,953 | $7.6M | Add +8.4% |
| VIGI Vanguard Int Div App Indx FD | 0.93% | 84,345 | $7.6M | Add +2.8% |
| PLTR Palantir Technologies Inc. Class A | 0.87% | 39,007 | $7.1M | Reduce -22.2% |
| VYM Vanguard High DVD Yield ETF | 0.84% | 48,875 | $6.9M | Reduce -0.7% |
| GEM Goldman Sachs Activebeta Em | 0.84% | 168,681 | $6.9M | Add +2.9% |
| RDDT Reddit Inc. Class A | 0.81% | 28,721 | $6.6M | Reduce -26.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.80% | 13,320 | $6.5M | Reduce -19.9% |
| FLTR Vaneck Ig Floating Rate ETF | 0.79% | 253,223 | $6.5M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 9,703 | $6.5M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.78% | 8,617 | $6.3M | Reduce -7.8% |
| PULS Pgim Ultra Short Bond ETF | 0.74% | 121,721 | $6.1M | Reduce -0.2% |
| VT Vanguard Tot World STK ETF | 0.73% | 43,152 | $5.9M | Reduce 0.0% |
| VTIP Vanguard Short-Term Tips | 0.70% | 112,472 | $5.7M | Add +2.6% |
| UBER Uber Technologies Inc. | 0.69% | 57,556 | $5.6M | Reduce -6.8% |
| CGGR Cap Group Growth Equity | 0.62% | 114,719 | $5.0M | Reduce -8.2% |
| NFLX Netflix Inc. | 0.61% | 4,179 | $5.0M | Reduce -23.1% |
| SPGM State Street SPDR Portfolio | 0.58% | 63,231 | $4.7M | Add +9.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.57% | 15,867 | $4.7M | Reduce -7.2% |
| AVDV Avantis Intl S/C Value ETF | 0.56% | 51,355 | $4.6M | Add +1.4% |
| JQUA JPMorgan US Quality Factor | 0.53% | 68,579 | $4.3M | Reduce -6.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.51% | 65,772 | $4.2M | Add +3.2% |
| JMBS Janus Henderson Mortg Backed | 0.49% | 87,405 | $4.0M | Reduce -0.7% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.46% | 28,292 | $3.8M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 12,640 | $3.7M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 14,486 | $3.7M | Add +4.3% |
| LMBS First Trust Low Duration Opp | 0.36% | 59,286 | $3.0M | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 0.36% | 14,293 | $2.9M | Reduce -14.8% |
| FLOT iShares Floating Rate Bond E | 0.33% | 52,262 | $2.7M | Reduce -0.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.30% | 79,791 | $2.4M | No change |
| IBB iShares Biotechnology ETF | 0.29% | 16,430 | $2.4M | Reduce -78.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.27% | 30,400 | $2.2M | Reduce -1.4% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 14,732 | $2.1M | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.25% | 22,850 | $2.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.23% | 3,129 | $1.9M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,763 | $1.8M | Add +22.4% |
| GOOG Alphabet Inc. Class C | 0.21% | 6,991 | $1.7M | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.20% | 4,657 | $1.7M | Add +21.5% |
| BNDW Vanguard Total World Bond Et | 0.20% | 23,021 | $1.6M | Add +23.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 8,443 | $1.6M | Add +10.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.18% | 56,782 | $1.5M | Reduce -0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 4,666 | $1.4M | No change |
| FDN First Trust DJ Internet Ind | 0.17% | 5,032 | $1.4M | No change |
| IJR iShares Core S&P Small-Cap E | 0.17% | 11,663 | $1.4M | Add +1.8% |
| VXF Vanguard Extended Market ETF | 0.17% | 6,583 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.16% | 5,812 | $1.3M | Add +9.9% |
| JPM JPMorgan Chase & Co. | 0.16% | 4,184 | $1.3M | Add +2.1% |
| ORLY O'reilly Automotive Inc. | 0.15% | 11,512 | $1.2M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.15% | 10,745 | $1.2M | Reduce -3.4% |
| MINO PIMCO Municipal Income Oppor | 0.15% | 26,585 | $1.2M | Add +34.8% |
| PKW Invesco Buyback Achievers Et | 0.15% | 9,000 | $1.2M | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 15,299 | $1.1M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.13% | 11,168 | $1.1M | Reduce -9.9% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 17,533 | $1.1M | No change |
| IJH iShares Core S&P Midcap ETF | 0.13% | 15,900 | $1.0M | Add +4.3% |
| PEP Pepsico Inc. | 0.13% | 7,327 | $1.0M | Add +3.0% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.12% | 20,766 | $1.0M | No change |
| HCA HCA Healthcare Inc. | 0.12% | 2,335 | $995K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 4,931 | $959K | Add +8.0% |
| WMT Walmart Inc. | 0.11% | 8,813 | $908K | Add +44.1% |
| V Visa Inc. Class A | 0.11% | 2,609 | $891K | Reduce -0.5% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 5,923 | $862K | No change |
| SHYM iShares Short Duration High | 0.10% | 37,577 | $839K | New |
| IWV iShares Russell 3000 ETF | 0.10% | 2,154 | $816K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 19,798 | $814K | Add +22.7% |
| MAR Marriott International Class A | 0.09% | 2,951 | $769K | Add +2.4% |
| MUNI PIMCO Intermediate Municipal | 0.09% | 14,663 | $767K | Add +28.7% |
Portfolio Sells Q2 2025 → Q3 2025
| IBB iShares Biotechnology ETF | Reduce -78.3% | 0.29% | −1.00 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 3.39% | −0.53 |
| NFLX Netflix Inc. | Reduce -23.1% | 0.61% | −0.36 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -19.9% | 0.80% | −0.34 |
| SYK Stryker Corp. | Reduce -1.4% | 1.73% | −0.33 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -7.8% | 0.78% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 1.13% | −0.11 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 1.19% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -6.8% | 0.69% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -7.2% | 0.57% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -14.8% | 0.36% | −0.08 |
| PULS Pgim Ultra Short Bond ETF | Reduce -0.2% | 0.74% | −0.07 |
| CGGR Cap Group Growth Equity | Reduce -8.2% | 0.62% | −0.07 |
| JQUA JPMorgan US Quality Factor | Reduce -6.6% | 0.53% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -44.2% | 0.05% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -22.2% | 0.87% | −0.05 |
| JMBS Janus Henderson Mortg Backed | Reduce -0.7% | 0.49% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 0.84% | −0.04 |
| LMBS First Trust Low Duration Opp | Reduce -0.4% | 0.36% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -0.3% | 0.33% | −0.03 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -9.9% | 0.13% | −0.03 |
| ACN Accenture PLC Class A | Reduce -21.5% | 0.03% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.79% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce 0.0% | 0.73% | −0.02 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.2% | 0.18% | −0.02 |
| V Visa Inc. Class A | Reduce -0.5% | 0.11% | −0.02 |
| MSTR Strategy Inc. | Reduce -4.3% | 0.04% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 0.15% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -29.2% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -8.9% | 0.04% | −0.01 |
| CRM Salesforce Inc. | Reduce -10.3% | 0.02% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.07% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -13.8% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -6.5% | 0.04% | −0.01 |
| AVGO Broadcom Inc. | Reduce -8.8% | 1.41% | −0.01 |
| WM Waste Management Inc. | Reduce -0.3% | 0.04% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -0.6% | 0.05% | −0.01 |
| PKW Invesco Buyback Achievers Et | Reduce -1.0% | 0.15% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.2% | 0.07% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.3% | 0.05% | −0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -1.4% | 0.27% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.6% | 0.08% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -2.6% | 0.03% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.5% | 0.03% | +0.00 |
| PSLV Sprott Physical Silver Trust | Reduce -8.7% | 0.06% | +0.00 |
| RDDT Reddit Inc. Class A | Reduce -26.3% | 0.81% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.21% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +124.3% | 2.14% | +1.39 |
| GOOGL Alphabet Inc. Class A | Add +41.9% | 2.38% | +1.05 |
| NVDA Nvidia Corp. | Add +25.5% | 2.36% | +0.61 |
| AAPL Apple Inc. | Add +11.4% | 2.74% | +0.57 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +30.6% | 1.73% | +0.54 |
| SHYM iShares Short Duration High | New | 0.10% | +0.10 |
| XLK SS Technology Select Sector | Add +1.8% | 2.38% | +0.08 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | New | 0.06% | +0.06 |
| SEIX Virtus Seix Senior Loan ETF | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.5% | 4.91% | +0.06 |
| DFAX Dimensional World Ex US Core | Add +4.6% | 3.04% | +0.06 |
| USHY iShares Broad Usd High Yield | Add +13.3% | 1.37% | +0.05 |
| SRLN SS Blackstone Sr Loan ETF | Add +14.2% | 1.31% | +0.05 |
| AVEM Avantis Emerging Markets Eq | Add +3.0% | 1.69% | +0.05 |
| GLD SPDR Gold Shares | Add +21.5% | 0.20% | +0.05 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| SPGM State Street SPDR Portfolio | Add +9.0% | 0.58% | +0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.04% | +0.04 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +2.5% | 1.74% | +0.04 |
| UPS United Parcel Service Class B | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +22.4% | 0.23% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +9.9% | 0.16% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.6% | 1.15% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +44.1% | 0.11% | +0.03 |
| MINO PIMCO Municipal Income Oppor | Add +34.8% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +97.8% | 0.06% | +0.03 |
| EEM iShares MSCI Emerging Market | New | 0.03% | +0.03 |
| ISCG iShares Morningstar Small-Ca | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| HIG Hartford Insurance Group Inc. | New | 0.02% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.02% | +0.02 |
| BX Blackstone Inc. | Add +50.4% | 0.06% | +0.02 |
| BNDW Vanguard Total World Bond Et | Add +23.8% | 0.20% | +0.02 |
| GEM Goldman Sachs Activebeta Em | Add +2.9% | 0.84% | +0.02 |
| AVDV Avantis Intl S/C Value ETF | Add +1.4% | 0.56% | +0.02 |
| HD Home Depot Inc. | Add +30.7% | 0.08% | +0.02 |
| ATEC Alphatec Holdings Inc. | New | 0.02% | +0.02 |
| MUNI PIMCO Intermediate Municipal | Add +28.7% | 0.09% | +0.02 |
| GSIE Goldman Sachs Activebeta Int | Add +22.7% | 0.10% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.8% | 0.15% | +0.01 |
| JNJ Johnson & Johnson | Add +33.5% | 0.04% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.9% | 0.19% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +31.7% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.3% | 0.45% | +0.01 |
| CSCO Cisco Systems Inc. | Add +33.5% | 0.05% | +0.01 |
| MRK Merck & Co. Inc. | Add +31.2% | 0.04% | +0.01 |
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 |