Destiny Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Destiny Wealth Partners, LLC reported 211 stock positions worth $871.5 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, 4.7%) and Dim US Large Cap Value ETF (DFLV, 4.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 11, added to 54 and reduced 64. The biggest buy was Virtus Seix Senior Loan ETF (SEIX, shares +3526%) and the biggest sale SS Financial Select Sector (XLF, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $871.5M (Q4 2025)
- SEC Filing
- 0001844369-26-000002 ↗ filed Feb 3, 2026
Holdings Value
Holdings 211 stocks · $871.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 4.99% | 89,310 | $43.5M | Add +6.8% |
| JCPB JPMorgan Core Plus Bond ETF | 4.67% | 854,904 | $40.7M | Add +44.5% |
| DFLV Dim US Large Cap Value ETF | 4.24% | 1,035,634 | $37.0M | Add +6.4% |
| JAAA Janus Henderson Aaa Clo ETF | 4.13% | 708,253 | $36.0M | Reduce -22.5% |
| AMZN Amazon.com Inc. | 3.29% | 120,319 | $28.7M | Reduce -4.6% |
| DFAX Dimensional World Ex US Core | 3.21% | 803,301 | $27.9M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 3.03% | 79,264 | $26.4M | Reduce -0.8% |
| XLK SS Technology Select Sector | 2.30% | 136,980 | $20.0M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.27% | 106,284 | $19.8M | Add +3.1% |
| AAPL Apple Inc. | 2.24% | 76,502 | $19.5M | Reduce -13.0% |
| MSFT Microsoft Corp. | 2.01% | 37,296 | $17.5M | Add +4.3% |
| TSLA Tesla Inc. | 1.98% | 39,710 | $17.3M | Add +1.3% |
| TOTL SS Doubleline TR Tact ETF | 1.97% | 425,508 | $17.2M | Add +4.4% |
| SEIX Virtus Seix Senior Loan ETF | 1.94% | 726,374 | $16.9M | Add +3525.5% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.81% | 105,975 | $15.7M | Add +1.7% |
| AVEM Avantis Emerging Markets Eq | 1.75% | 183,631 | $15.3M | Reduce -0.3% |
| EVTR Eaton Vance Total Return | 1.71% | 288,656 | $14.9M | Add +4.1% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.70% | 199,633 | $14.8M | Reduce -0.1% |
| PAVE Global X US Infrastructure | 1.65% | 281,803 | $14.4M | Add +5445.1% |
| SYK Stryker Corp. | 1.57% | 38,212 | $13.6M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 60,352 | $13.6M | Add +2.4% |
| JBBB Janus Henderson B-BBB Clo Et | 1.55% | 280,791 | $13.5M | Add +1.7% |
| DFIV Dimensional International Va | 1.51% | 251,244 | $13.2M | Add +34.7% |
| VCLT Vanguard Long-Term Corp. Bond | 1.44% | 163,615 | $12.6M | New |
| CIBR First Trust Nasdaq Cybersecu | 1.37% | 165,513 | $11.9M | Add +5.4% |
| USHY iShares Broad Usd High Yield | 1.34% | 309,604 | $11.7M | Add +4.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.33% | 392,275 | $11.6M | Add +4.6% |
| AVGO Broadcom Inc. | 1.32% | 35,290 | $11.5M | Add +0.9% |
| SRLN SS Blackstone Sr Loan ETF | 1.28% | 270,386 | $11.2M | Add +5.2% |
| BXSL Blackstone Secured Lending F | 1.26% | 421,826 | $11.0M | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.25% | 15 | $10.9M | No change |
| SCHR Schwab Intermediate-Term US | 1.18% | 409,397 | $10.3M | Add +4.1% |
| SDY SS SPDR S&P Dividend ETF | 1.16% | 69,095 | $10.1M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.11% | 15,470 | $9.7M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 18,170 | $8.8M | Reduce -1.0% |
| VIGI Vanguard Int Div App Indx FD | 0.97% | 90,431 | $8.4M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 10,946 | $7.6M | Add +12.8% |
| GEM Goldman Sachs Activebeta Em | 0.84% | 163,326 | $7.3M | Reduce -3.2% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 48,900 | $7.3M | Add +0.1% |
| FLTR Vaneck Ig Floating Rate ETF | 0.83% | 283,680 | $7.3M | Add +12.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.79% | 145,201 | $6.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.77% | 14,280 | $6.7M | Add +7.2% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 39,608 | $6.6M | Add +1.5% |
| AMD Advanced Micro Devices | 0.72% | 24,940 | $6.3M | New |
| VT Vanguard Tot World STK ETF | 0.71% | 42,377 | $6.2M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.70% | 9,052 | $6.1M | Add +5.0% |
| RDDT Reddit Inc. Class A | 0.69% | 28,150 | $6.0M | Reduce -2.0% |
| PULS Pgim Ultra Short Bond ETF | 0.66% | 114,756 | $5.7M | Reduce -5.7% |
| CGGR Cap Group Growth Equity | 0.58% | 113,229 | $5.1M | Reduce -1.3% |
| SPGM State Street SPDR Portfolio | 0.58% | 63,556 | $5.0M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.55% | 58,751 | $4.8M | Add +2.1% |
| VTIP Vanguard Short-Term Tips | 0.54% | 95,845 | $4.7M | Reduce -14.8% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 67,907 | $4.6M | Add +3.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 16,030 | $4.5M | Add +1.0% |
| JQUA JPMorgan US Quality Factor | 0.51% | 69,370 | $4.5M | Add +1.1% |
| JMBS Janus Henderson Mortg Backed | 0.46% | 87,633 | $4.0M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 14,389 | $3.9M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.45% | 45,562 | $3.9M | Add +9.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 12,462 | $3.7M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.36% | 14,293 | $3.1M | No change |
| GLD SPDR Gold Shares | 0.35% | 6,519 | $3.0M | Add +40.0% |
| IBB iShares Biotechnology ETF | 0.33% | 16,294 | $2.9M | Reduce -0.8% |
| LMBS First Trust Low Duration Opp | 0.32% | 55,512 | $2.8M | Reduce -6.4% |
| FLOT iShares Floating Rate Bond E | 0.29% | 49,255 | $2.5M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.27% | 6,947 | $2.3M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 14,732 | $2.2M | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.25% | 30,209 | $2.2M | Reduce -0.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.24% | 22,850 | $2.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.23% | 3,129 | $2.0M | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.22% | 62,591 | $1.9M | Reduce -21.6% |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,572 | $1.8M | Reduce -6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 8,183 | $1.6M | Reduce -3.1% |
| BNDW Vanguard Total World Bond Et | 0.18% | 22,822 | $1.6M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 11,653 | $1.5M | Reduce -0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 4,666 | $1.5M | No change |
| VXF Vanguard Extended Market ETF | 0.17% | 6,583 | $1.4M | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.16% | 55,534 | $1.4M | Reduce -2.2% |
| FDN First Trust DJ Internet Ind | 0.15% | 5,032 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.15% | 9,778 | $1.3M | Reduce -9.0% |
| MINO PIMCO Municipal Income Oppor | 0.15% | 28,893 | $1.3M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 0.14% | 4,184 | $1.3M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 15,299 | $1.2M | No change |
| PKW Invesco Buyback Achievers Et | 0.13% | 8,618 | $1.2M | Reduce -4.2% |
| WMT Walmart Inc. | 0.13% | 9,917 | $1.2M | Add +12.5% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 17,533 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.13% | 5,055 | $1.1M | Reduce -13.0% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 15,900 | $1.1M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 11,152 | $1.1M | Reduce -0.1% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.12% | 20,766 | $1.0M | No change |
| PSLV Sprott Physical Silver Trust | 0.12% | 29,290 | $1.0M | No change |
| XLF SS Financial Select Sector | 0.11% | 18,422 | $984K | Reduce -93.1% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 4,727 | $963K | Reduce -4.1% |
| MAR Marriott International Class A | 0.11% | 2,952 | $935K | Add +0.0% |
| SHYM iShares Short Duration High | 0.11% | 41,185 | $922K | Add +9.6% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 5,923 | $895K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 19,798 | $882K | No change |
| V Visa Inc. Class A | 0.10% | 2,608 | $857K | Reduce -0.0% |
| IWV iShares Russell 3000 ETF | 0.10% | 2,154 | $850K | No change |
| LLY Eli Lilly & Co. | 0.10% | 797 | $847K | No change |
| MUNI PIMCO Intermediate Municipal | 0.10% | 15,973 | $842K | Add +8.9% |
Portfolio Sells Q3 2025 → Q4 2025
| XLF SS Financial Select Sector | Reduce -93.1% | 0.11% | −1.66 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -22.5% | 4.13% | −1.56 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −1.08 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.93 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.56 |
| AAPL Apple Inc. | Reduce -13.0% | 2.24% | −0.50 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Sold out | 0.00% | −0.46 |
| SYK Stryker Corp. | Reduce -0.1% | 1.57% | −0.17 |
| VTIP Vanguard Short-Term Tips | Reduce -14.8% | 0.54% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 1.01% | −0.12 |
| RDDT Reddit Inc. Class A | Reduce -2.0% | 0.69% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -4.6% | 3.29% | −0.10 |
| PULS Pgim Ultra Short Bond ETF | Reduce -5.7% | 0.66% | −0.09 |
| XLK SS Technology Select Sector | Reduce -0.7% | 2.30% | −0.08 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -21.6% | 0.22% | −0.08 |
| PEP Pepsico Inc. | Reduce -58.7% | 0.05% | −0.08 |
| ORLY O'reilly Automotive Inc. | Reduce -27.9% | 0.10% | −0.06 |
| LMBS First Trust Low Duration Opp | Reduce -6.4% | 0.32% | −0.04 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -0.1% | 1.70% | −0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -5.8% | 0.29% | −0.04 |
| ABBV Abbvie Inc. | Reduce -13.0% | 0.13% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 1.11% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -32.3% | 0.09% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| CGGR Cap Group Growth Equity | Reduce -1.3% | 0.58% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.4% | 0.43% | −0.03 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.9% | 0.21% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.2% | 0.05% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -1.8% | 0.71% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.6% | 0.25% | −0.02 |
| BNDW Vanguard Total World Bond Et | Reduce -0.9% | 0.18% | −0.02 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.2% | 0.16% | −0.02 |
| LIN Linde PLC | Reduce -16.5% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -8.1% | 0.06% | −0.01 |
| T AT&T Inc. | Reduce -7.9% | 0.03% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -12.5% | 0.05% | −0.01 |
| PKW Invesco Buyback Achievers Et | Reduce -4.2% | 0.13% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -19.7% | 0.02% | −0.01 |
| V Visa Inc. Class A | Reduce -0.0% | 0.10% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -9.2% | 0.08% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -22.1% | 0.03% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -11.6% | 0.04% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.1% | 0.12% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.1% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.9% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SEIX Virtus Seix Senior Loan ETF | Add +3525.5% | 1.94% | +1.89 |
| PAVE Global X US Infrastructure | Add +5445.1% | 1.65% | +1.62 |
| VCLT Vanguard Long-Term Corp. Bond | New | 1.44% | +1.44 |
| JCPB JPMorgan Core Plus Bond ETF | Add +44.5% | 4.67% | +1.22 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.79% | +0.79 |
| AMD Advanced Micro Devices | New | 0.72% | +0.72 |
| DFIV Dimensional International Va | Add +34.7% | 1.51% | +0.46 |
| DFLV Dim US Large Cap Value ETF | Add +6.4% | 4.24% | +0.32 |
| DFAX Dimensional World Ex US Core | Add +1.7% | 3.21% | +0.17 |
| GLD SPDR Gold Shares | Add +40.0% | 0.35% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.8% | 0.87% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.8% | 4.99% | +0.08 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +1.7% | 1.81% | +0.07 |
| EWX State Street SPDR S&P Emergi | New | 0.05% | +0.05 |
| OTF Blue Owl Technology Finance | New | 0.04% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +7.2% | 0.97% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| FLTR Vaneck Ig Floating Rate ETF | Add +12.0% | 0.83% | +0.04 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.04% | +0.04 |
| JSI JH Securitized Income ETF | New | 0.03% | +0.03 |
| TSEM Tower Semiconductor Ltd. | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.02% | +0.02 |
| BOTZ Global X Robotics & Artifici | New | 0.02% | +0.02 |
| VLUE iShares MSCI USA Value Facto | New | 0.02% | +0.02 |
| AMLP Alerian MLP ETF | New | 0.02% | +0.02 |
| NEM Newmont Corp. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +12.5% | 0.13% | +0.02 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +3.3% | 0.53% | +0.02 |
| MAR Marriott International Class A | Add +0.0% | 0.11% | +0.01 |
| UPS United Parcel Service Class B | Add +1.6% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.08% | +0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.05% | +0.01 |
| MINO PIMCO Municipal Income Oppor | Add +8.7% | 0.15% | +0.00 |
| SHYM iShares Short Duration High | Add +9.6% | 0.11% | +0.00 |
| MUNI PIMCO Intermediate Municipal | Add +8.9% | 0.10% | +0.00 |
| CRM Salesforce Inc. | Add +20.4% | 0.03% | +0.00 |
| ACN Accenture PLC Class A | Add +0.6% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Add +1.2% | 0.03% | +0.00 |
| CVX Chevron Corp. | Add +0.2% | 0.08% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +7.2% | 0.06% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 0.04% | +0.00 |
| SPGM State Street SPDR Portfolio | Add +0.5% | 0.58% | −0.00 |
| DIS The Walt Disney Co. | Add +3.2% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.06% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.4% | 1.56% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.83% | −0.01 |
| JQUA JPMorgan US Quality Factor | Add +1.1% | 0.51% | −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 |