Destiny Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Destiny Wealth Partners, LLC reported 1,142 stock positions worth $914.4 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 4.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.3%) and Dim US Large Cap Value ETF (DFLV, 4.0%). Compared with Q4 2025, it opened 934 new positions, sold out of 2, added to 77 and reduced 62. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale SS Doubleline TR Tact ETF (TOTL, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $914.4M (Q1 2026)
- SEC Filing
- 0001844369-26-000004 ↗ filed May 11, 2026
Holdings Value
Holdings 1,142 stocks · $914.4M
| JCPB JPMorgan Core Plus Bond ETF | 4.47% | 868,586 | $40.9M | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.32% | 90,462 | $39.5M | Add +1.3% |
| DFLV Dim US Large Cap Value ETF | 3.96% | 1,014,935 | $36.2M | Reduce -2.0% |
| JAAA Janus Henderson Aaa Clo ETF | 3.82% | 693,764 | $34.9M | Reduce -2.0% |
| DFAX Dimensional World Ex US Core | 3.01% | 811,078 | $27.6M | Add +1.0% |
| AMZN Amazon.com Inc. | 2.96% | 129,968 | $27.1M | Add +8.0% |
| GOOGL Alphabet Inc. Class A | 2.43% | 77,319 | $22.2M | Reduce -2.5% |
| AAPL Apple Inc. | 2.35% | 84,637 | $21.5M | Add +10.6% |
| NVDA Nvidia Corp. | 2.03% | 106,350 | $18.5M | Add +0.1% |
| SEIX Virtus Seix Senior Loan ETF | 1.86% | 738,372 | $17.0M | Add +1.6% |
| FBND Fidelity Total Bond ETF | 1.86% | 372,364 | $17.0M | New |
| MSFT Microsoft Corp. | 1.69% | 41,681 | $15.4M | Add +11.8% |
| JPIB JPMorgan Intl BND ETF | 1.63% | 311,935 | $14.9M | New |
| TSLA Tesla Inc. | 1.61% | 39,662 | $14.7M | Reduce -0.1% |
| EVTR Eaton Vance Total Return | 1.61% | 289,788 | $14.7M | Add +0.4% |
| PAVE Global X US Infrastructure | 1.57% | 282,611 | $14.4M | Add +0.3% |
| AVEM Avantis Emerging Markets Eq | 1.54% | 174,958 | $14.1M | Reduce -4.7% |
| IYM iShares U.S. Basic Materials | 1.53% | 79,439 | $14.0M | New |
| CLOI Vaneck Clo ETF | 1.53% | 264,711 | $14.0M | New |
| FCOM Fidelity MSCI Comm Serv Indx | 1.50% | 200,794 | $13.7M | Add +0.6% |
| DFIV Dimensional International Va | 1.42% | 246,339 | $13.0M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 1.42% | 60,201 | $12.9M | Reduce -0.3% |
| USHY iShares Broad Usd High Yield | 1.40% | 346,410 | $12.8M | Add +11.9% |
| IGLB iShares 10+ Year Inv GR Corp. | 1.37% | 252,840 | $12.5M | New |
| SYK Stryker Corp. | 1.36% | 37,811 | $12.4M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.30% | 20,675 | $11.9M | Add +33.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.25% | 397,154 | $11.4M | Add +1.2% |
| AVGO Broadcom Inc. | 1.22% | 35,976 | $11.1M | Add +1.9% |
| JBBB Janus Henderson B-BBB Clo Et | 1.22% | 238,591 | $11.1M | Reduce -15.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.18% | 15 | $10.8M | No change |
| CIBR First Trust Nasdaq Cybersecu | 1.17% | 170,016 | $10.7M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 16,040 | $10.4M | Add +46.5% |
| SCHR Schwab Intermediate-Term US | 1.12% | 410,385 | $10.2M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 1.10% | 68,887 | $10.1M | Reduce -0.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.07% | 73,551 | $9.8M | Reduce -30.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 18,170 | $8.7M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.91% | 29,038 | $8.3M | Add +133.0% |
| PYLD PIMCO Multisector Bond Actv | 0.91% | 317,485 | $8.3M | New |
| IDHQ Invesco S&P International DE | 0.86% | 223,575 | $7.9M | New |
| FLTR Vaneck Ig Floating Rate ETF | 0.82% | 294,165 | $7.5M | Add +3.7% |
| VYM Vanguard High DVD Yield ETF | 0.79% | 48,896 | $7.2M | Reduce -0.0% |
| GEM Goldman Sachs Activebeta Em | 0.75% | 158,594 | $6.9M | Reduce -2.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.75% | 145,153 | $6.8M | Reduce -0.0% |
| PDI PIMCO Dynamic Income Fund | 0.69% | 370,610 | $6.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 40,427 | $5.9M | Add +2.1% |
| VT Vanguard Tot World STK ETF | 0.64% | 42,296 | $5.9M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.63% | 14,672 | $5.7M | Add +2.8% |
| PULS Pgim Ultra Short Bond ETF | 0.60% | 110,214 | $5.5M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.59% | 9,371 | $5.4M | Add +3.5% |
| AMD Advanced Micro Devices | 0.57% | 25,621 | $5.2M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.56% | 17,386 | $5.1M | Add +315.5% |
| VTIP Vanguard Short-Term Tips | 0.54% | 99,289 | $5.0M | Add +3.6% |
| SPGM State Street SPDR Portfolio | 0.51% | 62,183 | $4.7M | Reduce -2.2% |
| XLK SS Technology Select Sector | 0.51% | 34,878 | $4.6M | Reduce -74.5% |
| CGGR Cap Group Growth Equity | 0.51% | 114,939 | $4.6M | Add +1.5% |
| NFLX Netflix Inc. | 0.50% | 47,401 | $4.6M | Add +4.0% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.48% | 66,088 | $4.4M | Reduce -2.7% |
| UBER Uber Technologies Inc. | 0.48% | 60,907 | $4.4M | Add +3.7% |
| JQUA JPMorgan US Quality Factor | 0.48% | 71,254 | $4.4M | Add +2.7% |
| JMBS Janus Henderson Mortg Backed | 0.44% | 88,289 | $4.0M | Add +0.8% |
| OKLO Oklo Inc. | 0.43% | 78,509 | $3.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 14,392 | $3.8M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.39% | 12,308 | $3.5M | Add +77.2% |
| RDDT Reddit Inc. Class A | 0.36% | 24,543 | $3.3M | Reduce -12.8% |
| IWD iShares Russell 1000 Value E | 0.33% | 14,293 | $3.1M | No change |
| GLD SPDR Gold Shares | 0.33% | 7,013 | $3.0M | Add +7.6% |
| IBB iShares Biotechnology ETF | 0.30% | 16,234 | $2.7M | Reduce -0.4% |
| LMBS First Trust Low Duration Opp | 0.29% | 53,191 | $2.6M | Reduce -4.2% |
| FLOT iShares Floating Rate Bond E | 0.26% | 47,317 | $2.4M | Reduce -3.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.23% | 30,209 | $2.1M | No change |
| ITOT iShares Core S&P Total U.S. | 0.22% | 14,393 | $2.0M | Reduce -2.3% |
| BXSL Blackstone Secured Lending F | 0.22% | 84,649 | $2.0M | Reduce -79.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.21% | 22,850 | $1.9M | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.21% | 62,591 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.20% | 10,788 | $1.8M | Add +10.3% |
| IVV iShares Core S&P 500 ETF | 0.20% | 2,740 | $1.8M | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 0.19% | 2,960 | $1.8M | Reduce -5.4% |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.19% | 119,355 | $1.7M | New |
| EPD Enterprise Products Partners | 0.18% | 43,400 | $1.6M | New |
| VXF Vanguard Extended Market ETF | 0.17% | 7,746 | $1.6M | Add +17.7% |
| MCD McDonald's Corp. | 0.17% | 5,041 | $1.6M | Add +252.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 7,891 | $1.5M | Reduce -3.6% |
| BNDW Vanguard Total World Bond Et | 0.17% | 22,636 | $1.5M | Reduce -0.8% |
| MINO PIMCO Municipal Income Oppor | 0.17% | 33,887 | $1.5M | Add +17.3% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 11,497 | $1.4M | Reduce -1.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.15% | 54,239 | $1.4M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 4,349 | $1.3M | Reduce -6.8% |
| ABBV Abbvie Inc. | 0.13% | 5,561 | $1.2M | Add +10.0% |
| WMT Walmart Inc. | 0.13% | 9,721 | $1.2M | Reduce -2.0% |
| FDN First Trust DJ Internet Ind | 0.13% | 5,032 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.13% | 1,276 | $1.2M | Add +60.1% |
| PKW Invesco Buyback Achievers Et | 0.12% | 8,618 | $1.1M | No change |
| VEA Vanguard Ftse Developed ETF | 0.12% | 17,593 | $1.1M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 14,949 | $1.1M | Reduce -2.3% |
| SHYM iShares Short Duration High | 0.12% | 48,680 | $1.1M | Add +18.2% |
| PSLV Sprott Physical Silver Trust | 0.12% | 43,861 | $1.1M | Add +49.8% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 15,449 | $1.0M | Reduce -2.8% |
| WM Waste Management Inc. | 0.11% | 4,534 | $1.0M | Add +267.4% |
| CVX Chevron Corp. | 0.11% | 4,829 | $999K | Add +21.1% |
| MUNI PIMCO Intermediate Municipal | 0.11% | 18,775 | $980K | Add +17.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $23 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 3,300 | $23 | New |
Lines left out (5) · $82 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | 0 | $50 |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | 0 | $15 |
| OBIL F/M US Treasury 12 Month Bil | US TREASRY 12 MT | 0 | $9 |
| SRLN SS Blackstone Sr Loan ETF | ST STR BL LN ETF | 0 | $5 |
| JHX James Hardie Ind PLC | ORD SHS | 0 | $3 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $914.4M.
Portfolio Sells Q4 2025 → Q1 2026
| TOTL SS Doubleline TR Tact ETF | Reduce -99.6% | 0.01% | −1.96 |
| XLK SS Technology Select Sector | Reduce -74.5% | 0.51% | −1.79 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -99.9% | 0.00% | −1.44 |
| BXSL Blackstone Secured Lending F | Reduce -79.9% | 0.22% | −1.04 |
| VIGI Vanguard Int Div App Indx FD | Reduce -96.7% | 0.03% | −0.94 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -30.6% | 1.07% | −0.73 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 2.43% | −0.60 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -98.6% | 0.01% | −0.52 |
| TSLA Tesla Inc. | Reduce -0.1% | 1.61% | −0.37 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -15.0% | 1.22% | −0.34 |
| RDDT Reddit Inc. Class A | Reduce -12.8% | 0.36% | −0.33 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.0% | 3.82% | −0.30 |
| DFLV Dim US Large Cap Value ETF | Reduce -2.0% | 3.96% | −0.28 |
| AVEM Avantis Emerging Markets Eq | Reduce -4.7% | 1.54% | −0.21 |
| SYK Stryker Corp. | Reduce -1.1% | 1.36% | −0.21 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 1.42% | −0.14 |
| GEM Goldman Sachs Activebeta Em | Reduce -2.9% | 0.75% | −0.09 |
| DFIV Dimensional International Va | Reduce -1.9% | 1.42% | −0.09 |
| VT Vanguard Tot World STK ETF | Reduce -0.2% | 0.64% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 1.10% | −0.06 |
| SPGM State Street SPDR Portfolio | Reduce -2.2% | 0.51% | −0.06 |
| PULS Pgim Ultra Short Bond ETF | Reduce -4.0% | 0.60% | −0.06 |
| EWX State Street SPDR S&P Emergi | Sold out | 0.00% | −0.05 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -2.7% | 0.48% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.0% | 0.75% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.0% | 0.79% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -25.6% | 0.08% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -5.4% | 0.19% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.3% | 0.22% | −0.03 |
| LMBS First Trust Low Duration Opp | Reduce -4.2% | 0.29% | −0.03 |
| IBB iShares Biotechnology ETF | Reduce -0.4% | 0.30% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -6.8% | 0.14% | −0.03 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -63.2% | 0.01% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -3.9% | 0.26% | −0.02 |
| RSG Republic Services Inc. | Reduce -80.5% | 0.00% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.6% | 0.17% | −0.02 |
| SSUS Day Hagan Smart Sector ETF | Reduce -4.3% | 0.10% | −0.02 |
| SLV iShares Silver Trust | Reduce -0.9% | 0.03% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -8.5% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 0.16% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.3% | 0.12% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.8% | 0.11% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.0% | 0.09% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.3% | 0.15% | −0.01 |
| INTU Intuit Inc. | Reduce -15.8% | 0.02% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.1% | 0.10% | −0.01 |
| GBFH Gbank Financial Holdings Inc. | Reduce -8.8% | 0.03% | −0.01 |
| CRM Salesforce Inc. | Reduce -29.4% | 0.01% | −0.01 |
| BNDW Vanguard Total World Bond Et | Reduce -0.8% | 0.17% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| FBND Fidelity Total Bond ETF | New | 1.86% | +1.86 |
| JPIB JPMorgan Intl BND ETF | New | 1.63% | +1.63 |
| IYM iShares U.S. Basic Materials | New | 1.53% | +1.53 |
| CLOI Vaneck Clo ETF | New | 1.53% | +1.53 |
| IGLB iShares 10+ Year Inv GR Corp. | New | 1.37% | +1.37 |
| PYLD PIMCO Multisector Bond Actv | New | 0.91% | +0.91 |
| IDHQ Invesco S&P International DE | New | 0.86% | +0.86 |
| PDI PIMCO Dynamic Income Fund | New | 0.69% | +0.69 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +133.0% | 0.91% | +0.48 |
| OKLO Oklo Inc. | New | 0.43% | +0.43 |
| JPM JPMorgan Chase & Co. | Add +315.5% | 0.56% | +0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.5% | 1.14% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +33.6% | 1.30% | +0.19 |
| ETB Eaton Vance T/M Buy-WRT Inc. | New | 0.19% | +0.19 |
| EPD Enterprise Products Partners | New | 0.18% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +77.2% | 0.39% | +0.12 |
| MCD McDonald's Corp. | Add +252.0% | 0.17% | +0.12 |
| AAPL Apple Inc. | Add +10.6% | 2.35% | +0.11 |
| VGT Vanguard Info Tech ETF | New | 0.08% | +0.08 |
| WM Waste Management Inc. | Add +267.4% | 0.11% | +0.08 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.07% | +0.07 |
| SNDA Sonida Senior Living Inc. | New | 0.06% | +0.06 |
| USHY iShares Broad Usd High Yield | Add +11.9% | 1.40% | +0.06 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| CDE Coeur Mining Inc. | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +4.0% | 0.50% | +0.05 |
| XOM Exxon Mobil Corp. | Add +10.3% | 0.20% | +0.05 |
| HD Home Depot Inc. | Add +108.5% | 0.11% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +133.1% | 0.08% | +0.04 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +21.1% | 0.11% | +0.03 |
| SSRM SSR Mining Inc. | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +60.1% | 0.13% | +0.03 |
| CVS CVS Health Corp. | New | 0.03% | +0.03 |
| TFC Truist Financial Corp. | New | 0.03% | +0.03 |
| URNM Sprott Uranium Miners ETF | New | 0.03% | +0.03 |
| PLD Prologis Inc. | New | 0.03% | +0.03 |
| IXC iShares Global Energy ETF | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | Add +70.0% | 0.09% | +0.03 |
| SIL Global X Silver Miners ETF | New | 0.03% | +0.03 |
| HL Hecla Mining Co. | New | 0.02% | +0.02 |
| OTF Blue Owl Technology Finance | Add +77.5% | 0.07% | +0.02 |
| XLE SS Energy Select Sector | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| AG First Majestic Silver Corp. | New | 0.02% | +0.02 |
| COP Conocophillips | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | New | 0 | $50 |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | New | 3,300 | $23 |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | New | 0 | $15 |
| OBIL F/M US Treasury 12 Month Bil | US TREASRY 12 MT | New | 0 | $9 |
| SRLN SS Blackstone Sr Loan ETF | ST STR BL LN ETF | Reduce -100.0% | 0 | $5 |
| JHX James Hardie Ind PLC | ORD SHS | New | 0 | $3 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |