Destiny Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    tavares, FL
  • Num holdings

    205

  • Value ($000)

    $816,281

  • Date Filed
    10/06/2025
  • Form type
    13F-HR
  • CIK
    0001844369
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$46.41M
6 %

913,944

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$40.11M
5 %

83,625

D
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$32.03M
4 %

973,514

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$28.13M
3 %

591,581

A
AMZN

AMAZON COM INC

COM
$27.70M
3 %

126,157

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$24.78M
3 %

789,739

A
AAPL

APPLE INC

COM
$22.40M
3 %

87,957

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$19.43M
2 %

68,945

G
GOOGL

ALPHABET INC

CAP STK CL A
$19.42M
2 %

79,902

N
NVDA

NVIDIA CORPORATION

COM
$19.24M
2 %

103,097

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