Destiny Wealth Partners, LLC
CIK 1844369
13F filing for Q2 2026・No. 3,191
- Holdings
- US$708.89M
- Quarter change
- −US$205.54M
- Entries
- 186
- Net bought (estimate)
- −US$278.34M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 973
- Cut 108
- Added 37
- Corporate actions 2
- Unchanged 25
Largest holdings
184 stocks worth US$708.85M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 513,656 | US$43.76M | 6.17% |
| DIMENSIONAL ETF TRUSTUS LARG VALU ETF | Cut | 988,557 | US$40.21M | 5.67% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Cut | 864,714 | US$39.93M | 5.63% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 722,899 | US$36.51M | 5.15% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 793,729 | US$28.98M | 4.09% |
| GOOGLAlphabetCAP STK CL A | Cut | 58,200 | US$20.73M | 2.92% |
| AMZNAmazonCOM | Cut | 75,967 | US$20.63M | 2.91% |
| AAPLAppleCOM | Cut | 54,016 | US$16.69M | 2.35% |
| NVDANvidiaCOM | Cut | 76,905 | US$15.44M | 2.18% |
| DOUBLELINE ETF TRUSTSECUR CR ETF | New | 610,353 | US$15.14M | 2.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.