2026 Q2 Portfolio Activity
In 2026 Q2, Destiny Wealth Partners, LLC maintained a portfolio of 1164 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 2.04% of the total fund value. They heavily accumulated shares in DOUBLELINE ETF TRUST, increasing the position by 18395.5%. Conversely, Destiny Wealth Partners, LLC completely exited their position in ISHARES TR.
Position History
hover any row below to update
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Total Positions
1164
Quarter
2026 Q2
Top Holding
VUG (6.2%)
Top 10 Concentration
39.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1164
Destiny Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUG
VANGUARD INDEX ...
|
Warrant | 6.17% | 4.32% |
#1
1
Prev: #2
|
7.5 |
—
|
423,194 | 467.8% |
P
S
|
513,656 | $43,763,529 |
$79.51
+9.9%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 5.67% | 3.96% |
#2
1
Prev: #3
|
4.3 |
—
|
-26,378 | -2.6% |
P
S
|
988,557 | $40,214,499 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 5.63% | 4.47% |
#3
2
Prev: #1
|
3.8 |
—
|
-3,872 | -0.4% |
P
S
|
864,714 | $39,932,478 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 5.15% | 3.82% |
#4
Prev: #4
|
3.1 |
—
|
29,135 | 4.2% |
P
S
|
722,899 | $36,506,390 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 4.09% | 3.01% |
#5
Prev: #5
|
2.6 |
—
|
-17,349 | -2.1% |
P
S
|
793,729 | $28,979,038 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.92% | 2.43% |
#6
1
Prev: #7
|
1.2 |
—
|
-19,119 | -24.7% |
P
S
|
58,200 | $20,726,761 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.91% | 2.96% |
#7
1
Prev: #6
|
1.2 |
—
|
-54,001 | -41.5% |
P
S
|
75,967 | $20,631,118 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.35% | 2.35% |
#8
Prev: #8
|
0.9 |
—
|
-30,621 | -36.2% |
P
S
|
54,016 | $16,686,223 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.18% | 2.03% |
#9
Prev: #9
|
0.9 |
—
|
-29,445 | -27.7% |
P
S
|
76,905 | $15,438,672 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
DOUBLELINE ETF ...
|
|
ETF | 2.14% | — |
#10
Prev: #—
|
4.4 |
—
|
610,353 | — |
NEW
|
610,353 | $15,139,807 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
PAVE
GLOBAL X FDS
|
ETF | 2.13% | 1.57% |
#11
5
Prev: #16
|
1.4 |
—
|
-15,214 | -5.4% |
P
S
|
267,397 | $15,070,504 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.09% | 1.54% |
#12
5
Prev: #17
|
1.3 |
—
|
-9,737 | -5.6% |
P
S
|
165,221 | $14,788,910 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XTL
SPDR SERIES TRU...
|
ETF | 2.04% | — |
#13
Prev: #—
|
4.3 |
—
|
69,454 | — |
NEW
|
69,454 | $14,457,609 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CLOI
VANECK ETF TRUS...
|
ETF | 2.02% | 1.53% |
#14
5
Prev: #19
|
1.3 |
—
|
5,185 | 2.0% |
P
S
|
269,896 | $14,301,789 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.95% | 0.00% |
#15
977
Prev: #992
|
3.8 |
—
|
94,136 | 261488.9% |
P
S
|
94,172 | $13,844,226 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.94% | 1.42% |
#16
5
Prev: #21
|
1.3 |
—
|
-6,400 | -2.6% |
P
S
|
239,939 | $13,741,279 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
USHY
ISHARES TR
|
ETF | 1.91% | 1.40% |
#17
6
Prev: #23
|
2.8 |
—
|
22,607 | 6.5% |
P
S
|
369,017 | $13,572,463 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SEIX
VIRTUS ETF TR I...
|
ETF | 1.90% | 1.86% |
#18
8
Prev: #10
|
0.8 |
—
|
-155,757 | -21.1% |
P
S
|
582,615 | $13,495,860 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.88% | 1.86% |
#19
8
Prev: #11
|
0.8 |
—
|
-74,714 | -20.1% |
P
S
|
297,650 | $13,310,890 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.76% | 1.69% |
#20
8
Prev: #12
|
0.7 |
—
|
-14,815 | -35.5% |
P
S
|
26,866 | $12,485,091 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.73% | 1.17% |
#21
10
Prev: #31
|
0.7 |
—
|
-36,641 | -21.6% |
P
S
|
133,375 | $12,247,827 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 1.63% | 1.61% |
#22
7
Prev: #15
|
0.7 |
—
|
-58,183 | -20.1% |
P
S
|
231,605 | $11,552,446 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.42% | 1.22% |
#23
5
Prev: #28
|
0.6 |
—
|
-10,077 | -28.0% |
P
S
|
25,899 | $10,081,889 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.41% | 1.61% |
#24
10
Prev: #14
|
1.1 |
—
|
-7,555 | -19.0% |
P
S
|
32,107 | $9,991,899 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IDHQ
INVESCO EXCH TR...
|
Bond/Debt | 1.34% | 0.86% |
#25
14
Prev: #39
|
1.0 |
—
|
-6,081 | -2.7% |
P
S
|
217,494 | $9,524,055 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 1.28% | 1.63% |
#26
13
Prev: #13
|
0.5 |
—
|
-122,687 | -39.3% |
P
S
|
189,248 | $9,059,322 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.27% | 0.63% |
#27
20
Prev: #47
|
3.5 |
—
|
32,505 | 221.5% |
P
S
|
47,177 | $9,004,202 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 1.27% | 1.25% |
#28
1
Prev: #27
|
0.5 |
—
|
-86,673 | -21.8% |
P
S
|
310,481 | $8,979,112 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.23% | 0.57% |
#29
21
Prev: #50
|
0.5 |
—
|
-7,356 | -28.7% |
P
S
|
18,265 | $8,696,880 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 1.13% | 1.12% |
#30
3
Prev: #33
|
1.0 |
—
|
-81,134 | -19.8% |
P
S
|
329,251 | $8,037,018 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.09% | 1.42% |
#31
9
Prev: #22
|
0.4 |
—
|
-27,782 | -46.1% |
P
S
|
32,419 | $7,753,690 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.09% | 0.95% |
#32
4
Prev: #36
|
0.9 |
—
|
-3,073 | -16.9% |
P
S
|
15,097 | $7,722,719 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 1.05% | 0.75% |
#33
9
Prev: #42
|
0.9 |
—
|
-6,222 | -3.9% |
P
S
|
152,372 | $7,470,810 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 1.01% | 0.82% |
#34
6
Prev: #40
|
0.9 |
—
|
-13,218 | -4.5% |
P
S
|
280,947 | $7,195,041 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 0.96% | 1.22% |
#35
6
Prev: #29
|
0.4 |
—
|
-95,227 | -39.9% |
P
S
|
143,364 | $6,779,670 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 0.93% | 1.07% |
#36
1
Prev: #35
|
0.9 |
—
|
-12,009 | -16.3% |
P
S
|
61,542 | $6,574,510 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.91% | 0.91% |
#37
Prev: #37
|
3.4 |
—
|
50,754 | 174.8% |
P
S
|
79,792 | $6,459,127 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.80% | 0.60% |
#38
10
Prev: #48
|
0.8 |
—
|
3,998 | 3.6% |
P
S
|
114,212 | $5,658,062 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.72% | 1.10% |
#39
5
Prev: #34
|
0.3 |
—
|
-35,865 | -52.1% |
P
S
|
33,022 | $5,118,452 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.71% | 0.91% |
#40
2
Prev: #38
|
0.3 |
—
|
-125,067 | -39.4% |
P
S
|
192,418 | $5,031,737 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPGM
SPDR INDEX SHS ...
|
ETF | 0.70% | 0.51% |
#41
12
Prev: #53
|
0.8 |
—
|
-3,556 | -5.7% |
P
S
|
58,627 | $4,988,013 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.70% | 0.51% |
#42
13
Prev: #55
|
0.8 |
—
|
-4,628 | -4.0% |
P
S
|
110,311 | $4,947,432 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.70% | 0.48% |
#43
16
Prev: #59
|
0.8 |
—
|
-2,867 | -4.0% |
P
S
|
68,387 | $4,938,922 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.69% | 1.14% |
#44
12
Prev: #32
|
0.3 |
—
|
-9,486 | -59.1% |
P
S
|
6,554 | $4,896,035 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 0.68% | 0.48% |
#45
12
Prev: #57
|
0.8 |
—
|
-3,259 | -4.9% |
P
S
|
62,829 | $4,793,819 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.67% | 0.54% |
#46
6
Prev: #52
|
0.8 |
—
|
-3,287 | -3.3% |
P
S
|
96,002 | $4,767,466 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.65% | 0.79% |
#47
6
Prev: #41
|
0.3 |
—
|
-20,391 | -41.7% |
P
S
|
28,505 | $4,616,735 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.65% | 1.18% |
#48
18
Prev: #30
|
0.3 |
—
|
-9 | -60.0% |
P
S
|
6 | $4,599,600 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 0.57% | 0.44% |
#49
11
Prev: #60
|
0.7 |
—
|
2,908 | 3.3% |
P
S
|
91,197 | $4,023,612 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.56% | 0.65% |
#50
5
Prev: #45
|
0.7 |
—
|
-8,064 | -19.9% |
P
S
|
32,363 | $3,982,591 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 1164 holdings