Destiny Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationtavares, FL
- Num holdings
192
- Value ($000)
$744,061
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001844369
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $44.06M | 6 % | 868,213 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $36.13M | 5 % | 82,424 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $29.38M | 4 % | 947,175 | ||
AMZN AMAZON COM INC | COM | 023135106 | $29.16M | 4 % | 132,936 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $27.21M | 4 % | 578,252 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $22.17M | 3 % | 755,020 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.16M | 2 % | 34,507 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $17.15M | 2 % | 67,707 | ||
AAPL APPLE INC | COM | 037833100 | $16.21M | 2 % | 78,984 | ||
SYK STRYKER CORPORATION | COM | 863667101 | $15.36M | 2 % | 38,818 |
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