DOSSIER · 13F-HR · Q2 2026

Destiny Wealth Partners, LLC

$709M in tracked AUM across 186 positions as of Q2 2026.

DW
CIK 0001844369 · last filed Jun 30, 2026
Total AUM
$709M
as of Q2 2026
Holdings
186
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Destiny Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$44M514K6.2%
02
DFLV
DIMENSIONAL ETF TRUST
$40M989K5.7%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$40M865K5.6%
04
JAAA
JANUS DETROIT STR TR
$37M723K5.1%
05
DFAX
DIMENSIONAL ETF TRUST
$29M794K4.1%
06
GOOGL
ALPHABET INC
$21M58K2.9%
07
AMZN
AMAZON COM INC
$21M76K2.9%
08
AAPL
APPLE INC
$17M54K2.4%
09
NVDA
NVIDIA CORPORATION
$15M77K2.2%
10
DSCO
DOUBLELINE ETF TRUST
$15M610K2.1%

Filing history

2026Q2Jun 30
$709M 22.5%
186 positionsView →
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 positionsLocked
2025Q1Mar 31
$630M 3.0%
162 positionsLocked
2024Q4Dec 31
$612M 7.4%
167 positionsLocked
2024Q3Sep 30
$570M 2.5%
162 positionsLocked
2024Q2Jun 30
$556M 0.3%
154 positionsLocked
2024Q1Mar 31
$558M 4.8%
157 positionsLocked
2023Q4Dec 31
$532M 7.4%
159 positionsLocked
2023Q3Sep 30
$495M 5.2%
161 positionsLocked
Showing 12 of 23