13F-HR filed by Destiny Wealth Partners, LLC
Destiny Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 186 holding rows worth $708,889,139.
- Accession
- 0001844369-26-000005
- Filer
- CIK 1844369
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 186 entries on the cover page, a total value of $708,889,139 stated on the cover page (in dollars after the unit check, H1), rows summing to $708,889,139 with VALUE read as dollars as filed, 13F file number 028-20570. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Growth | 922908736 | COM | 513,656 | $43,763,529 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 988,557 | $40,214,499 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 864,714 | $39,932,478 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 722,899 | $36,506,390 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 793,729 | $28,979,038 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 58,200 | $20,726,761 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 75,967 | $20,631,118 | dollars as filed | |
| Apple Inc | 037833100 | COM | 54,016 | $16,686,223 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 76,905 | $15,438,672 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R881 | SECUR CR ETF | 610,353 | $15,139,807 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 267,397 | $15,070,504 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 165,221 | $14,788,910 | dollars as filed | |
| SPDR SERIES TRUST | 78464A540 | ST STR SP TELCO | 69,454 | $14,457,609 | dollars as filed | |
| VANECK ETF TRUST | 92189H748 | CLO ETF | 269,896 | $14,301,789 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 94,172 | $13,844,226 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 239,939 | $13,741,279 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 369,017 | $13,572,463 | dollars as filed | |
| VIRTUS ETF TR II | 92790A405 | SEIX SR LN ETF | 582,615 | $13,495,860 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 297,650 | $13,310,890 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 26,866 | $12,485,091 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 133,375 | $12,247,827 | dollars as filed | |
| EATON VANCE TOTAL RETURN BOND ETF | 61774R841 | ETF | 231,605 | $11,552,446 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 25,899 | $10,081,889 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 32,107 | $9,991,899 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E214 | S&P INTL QULTY | 217,494 | $9,524,055 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 189,248 | $9,059,322 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 47,177 | $9,004,202 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 310,481 | $8,979,112 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 18,265 | $8,696,880 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 329,251 | $8,037,018 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 32,419 | $7,753,690 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 15,097 | $7,722,719 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430206 | ACTIVEBETA EME | 152,372 | $7,470,810 | dollars as filed | |
| VANECK ETF TRUST | 92189F486 | IG FLOA RATE ETF | 280,947 | $7,195,041 | dollars as filed | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 143,364 | $6,779,670 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 61,542 | $6,574,510 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 79,792 | $6,459,127 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 114,212 | $5,658,062 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 33,022 | $5,118,452 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 192,418 | $5,031,737 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X475 | ST STR MSCI GLB | 58,627 | $4,988,013 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 110,311 | $4,947,432 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 68,387 | $4,938,922 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,554 | $4,896,035 | dollars as filed | |
| JPMORGAN SMALL MID CP ENH EQT ETF | 46641Q118 | COM | 62,829 | $4,793,819 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 96,002 | $4,767,466 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 28,505 | $4,616,735 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 6 | $4,599,600 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 91,197 | $4,023,612 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 32,363 | $3,982,591 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,918 | $3,851,055 | dollars as filed | |
| PIMCO DYNAMIC INCOME FD | 72201Y101 | SHS | 227,585 | $3,641,362 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 50,106 | $3,525,458 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 21,998 | $3,428,608 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 55,078 | $2,725,834 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 6,984 | $2,594,835 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 48,976 | $2,500,715 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 63,665 | $2,472,112 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 12,640 | $2,216,424 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,315 | $1,737,295 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 22,184 | $1,496,509 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 4,348 | $1,493,900 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 4,581 | $1,352,051 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 15,871 | $1,314,882 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5,066 | $1,271,198 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 47,465 | $1,191,846 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 7,769 | $1,092,865 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,552 | $1,067,603 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,854 | $1,065,386 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V308 | BUYBACK ACHIEV | 7,103 | $1,043,978 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 4,613 | $1,011,706 | dollars as filed | |
| STRATEGY SHS | 86280R803 | DAY HAGAN SMART | 18,482 | $1,006,899 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 4,000 | $932,040 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 19,172 | $859,289 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 45,452 | $854,498 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 8,125 | $725,969 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,022 | $711,319 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,896 | $706,886 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,873 | $668,005 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 3,580 | $667,428 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 11,124 | $633,401 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 6,927 | $628,487 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 27,780 | $614,910 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 1,509 | $607,508 | dollars as filed | |
| VTI | 922908769 | COM | 1,624 | $598,112 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 4,904 | $569,305 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,091 | $566,119 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 12,550 | $558,350 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 10,527 | $544,772 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 2,662 | $541,930 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 6,136 | $539,326 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 4,815 | $521,176 | dollars as filed | |
| iShares U.S. Small Cap Equity Factor ETF | 46434V290 | SHS | 5,872 | $506,343 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,336 | $502,891 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 9,043 | $502,720 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,034 | $497,706 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 2,735 | $491,862 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 4,583 | $477,689 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 1,494 | $475,540 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U746 | HEND SECU IN ETF | 9,145 | $466,212 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 4,282 | $464,040 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 1,371 | $463,037 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 12,570 | $462,199 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,573 | $461,329 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,222 | $447,411 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 19,910 | $446,980 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 2,000 | $439,340 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,568 | $414,077 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,615 | $414,005 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,366 | $409,240 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,740 | $393,362 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,963 | $385,824 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 472 | $384,590 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 2,346 | $383,923 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 24,958 | $372,124 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 4,682 | $359,063 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 31,547 | $355,535 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,309 | $354,268 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 4,457 | $337,529 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 500 | $333,680 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 3,050 | $329,644 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,762 | $329,507 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R118 | NASD TECH DIV | 2,959 | $326,890 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 2,117 | $318,682 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,420 | $317,583 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,975 | $308,468 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 6,551 | $307,963 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 13,320 | $307,692 | dollars as filed | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 3,693 | $293,879 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 660 | $273,504 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 5,307 | $272,196 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 1,099 | $267,112 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 693 | $266,925 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,265 | $265,752 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 5,356 | $260,998 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 254 | $258,669 | dollars as filed | |
| SSR MINING IN | 784730103 | COM | 10,000 | $256,200 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,565 | $254,391 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 4,982 | $250,694 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1,311 | $250,585 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,790 | $249,786 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 2,926 | $248,856 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,704 | $246,211 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 4,623 | $242,939 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 732 | $242,868 | dollars as filed | |
| HANOVER INS GROUP INC COM | 410867105 | Stock | 1,029 | $239,376 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,056 | $239,237 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,124 | $234,990 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 1,727 | $234,803 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 1,763 | $233,509 | dollars as filed | |
| BLUE OWL TECHNOLOGY FIN CORP | 095924106 | COMMON STOCK | 23,354 | $232,139 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 919 | $231,423 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 4,160 | $230,131 | dollars as filed | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 7,994 | $229,668 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,087 | $228,727 | dollars as filed | |
| Deere & Company | 244199105 | COM | 381 | $225,807 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,021 | $224,569 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 767 | $224,194 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 918 | $221,761 | dollars as filed | |
| MILLICOM INTL CELLULAR S A | L6388F110 | COM STK | 2,251 | $214,971 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 3,562 | $212,117 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 2,976 | $210,484 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 511 | $209,720 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 19,457 | $208,774 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,285 | $208,631 | dollars as filed | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 1,470 | $208,345 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 907 | $207,395 | dollars as filed | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 1,678 | $207,024 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,506 | $203,687 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 2,838 | $203,172 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 2,439 | $202,461 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 421 | $202,262 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 3,830 | $200,539 | dollars as filed | |
| BRUNSWICK CORP | 117043109 | COM | 2,537 | $200,423 | dollars as filed | |
| FIRST MAJESTIC SILVER CORP | 32076V103 | COM | 10,000 | $150,300 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 10,000 | $141,200 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 10,000 | $114,400 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 10,000 | $95,200 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 10,000 | $89,500 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 20,000 | $81,800 | dollars as filed | |
| ENDEAVOUR SILVER CORP | 29258Y103 | COM | 10,200 | $76,704 | dollars as filed | |
| TELA BIO INC | 872381108 | COM | 52,500 | $38,320 | dollars as filed | |
| HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 433921103 | Stock | 10,008 | $28,323 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 200 | $21,674 | dollars as filed | call |
| PLUG PWR INC | 72919P202 | COM NEW | 10,000 | $20,600 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 100 | $19,086 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844369-26-000005 | this filing | 2026-08-07 | acceptance time not in the bulk data set |