13F Insight
DOSSIER · 13F-HR · Q1 2026

Destiny Wealth Partners, LLC

$914M in tracked AUM across 1,148 positions as of Q1 2026.

DW
CIK 0001844369 · last filed Mar 31, 2026
Total AUM
$914M
as of Q1 2026
Holdings
1,148
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Destiny Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$41M869K4.5%02
VUG
VANGUARD INDEX FDS
$40M90K4.3%03
DFLV
DIMENSIONAL ETF TRUST
$36M1.0M4.0%04
JAAA
JANUS DETROIT STR TR
$35M694K3.8%05
DFAX
DIMENSIONAL ETF TRUST
$28M811K3.0%06
AMZN
AMAZON COM INC
$27M130K3.0%07
GOOGL
ALPHABET INC
$22M77K2.4%08
AAPL
APPLE INC
$21M85K2.3%09
NVDA
NVIDIA CORPORATION
$19M106K2.0%10
SEIX
VIRTUS ETF TR II
$17M738K1.9%

Filing history

2026Q1Mar 31
$914M▲ 4.9%
1,148 positionsView →2025Q4Dec 31
$871M▲ 6.8%
211 positionsView →2025Q3Sep 30
$816M▲ 9.7%
205 positionsView →2025Q2Jun 30
$744M▲ 18.1%
192 positionsLocked2025Q1Mar 31
$630M▲ 3.0%
162 positionsLocked2024Q4Dec 31
$612M▲ 7.4%
167 positionsLocked2024Q3Sep 30
$570M▲ 2.5%
162 positionsLocked2024Q2Jun 30
$556M▼ 0.3%
154 positionsLocked2024Q1Mar 31
$558M▲ 4.8%
157 positionsLocked2023Q4Dec 31
$532M▲ 7.4%
159 positionsLocked2023Q3Sep 30
$495M▼ 5.2%
161 positionsLocked2023Q2Jun 30
$522M▲ 8.1%
168 positionsLocked
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