Destiny Wealth Partners, LLC: 13F holdings
CIK 18443692026Q2
| Positions | 184 |
|---|
| Reported value | $708.9m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 184 (-964 vs prior quarter) |
|---|
| Reported value | $708.9m (-22.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 513,656 | $43.8m | 6.2% |
| WSBC DIMENSIONAL ETF TRUST | 988,557 | $40.2m | 5.7% |
| JCPB J P MORGAN EXCHANGE TRADED F | 864,714 | $39.9m | 5.6% |
| JAAA JANUS DETROIT STR TR | 722,899 | $36.5m | 5.1% |
| DFAX DIMENSIONAL ETF TRUST | 793,729 | $29.0m | 4.1% |
| GOOGL ALPHABET INC | 58,200 | $20.7m | 2.9% |
| AMZN AMAZON COM INC | 75,967 | $20.6m | 2.9% |
| AAPL APPLE INC | 54,016 | $16.7m | 2.4% |
| NVDA NVIDIA CORPORATION | 76,905 | $15.4m | 2.2% |
| DOUBLELINE ETF TRUST | 610,353 | $15.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844369")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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