Destiny Wealth Partners

TAVARES, FLfiles as Destiny Wealth Partners, LLC

$709m in 184 US stocks at the end of 30 June 2026. The top 10 are 39.2% of the money. It changed about 23.5% of the portfolio this quarter.

Value

$709m

Stocks

184

Top 10 share

39.2%

Turnover

23.5%

What changed this quarter

New

Bought for the first time this quarter.

Doubleline ETF TrustDSCO
2.1% of the fund
Spdr Series TrustXTL
2.0% of the fund
Dimensional ETF TrustDFUV
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Vanguard Scottsdale FDSVONE
<0.1% of the fund
First TR Exchng Traded FD VIBUFR
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Millicom International Cellular SATIGO
<0.1% of the fund
Dimensional ETF TrustDFAT
<0.1% of the fund
Snap-onSNA
<0.1% of the fund
Graphic Packaging HoldingGPK
<0.1% of the fund
Williams SonomaWSM
<0.1% of the fund
Rockwell AutomationROK
<0.1% of the fund
Plug PowerPLUG
<0.1% of the fund

Added

Bought more of a stock they already held.

Janus Detroit STR TRJAAA
5.2% of the fund
+4%
Spdr Series TrustXBI
2.0% of the fund
+261489%
Ishares TRUSHY
1.9% of the fund
+7%
CrowdStrike HoldingsCRWD
1.3% of the fund
+222%
Pgim ETF TRPULS
0.8% of the fund
+4%
Janus Detroit STR TRJMBS
0.6% of the fund
+3%
First TR Exchange-Traded FDLMBS
0.4% of the fund
+4%
Ishares TRFLOT
0.4% of the fund
+4%
Vanguard Intl Equity Index FVEU
0.2% of the fund
+6%
Sprott Asset Management LPPSLV
0.1% of the fund
+4%
Darden RestaurantsDRI
<0.1% of the fund
+57%
United Parcel ServiceUPS
<0.1% of the fund
+17%
Royal Caribbean CruisesRCL
<0.1% of the fund
+18%
Janus Detroit STR TRJSI
<0.1% of the fund
+32%
SnowflakeSNOW
<0.1% of the fund
+360%
AllstateALL
<0.1% of the fund
+77%
Coca-ColaKO
<0.1% of the fund
+6%
Vanguard Intl Equity Index FVSS
<0.1% of the fund
+13%
Pgim ETF TRPAAA
<0.1% of the fund
+173%
AmgenAMGN
<0.1% of the fund
+24%
Mondelez InternationalMDLZ
<0.1% of the fund
+123%
Lamb Weston HoldingsLW
<0.1% of the fund
+14347%
Hanover Insurance GroupTHG
<0.1% of the fund
+505%
Capital One FinancialCOF
<0.1% of the fund
+84%
CitigroupC
<0.1% of the fund
+23%

Cut

Sold some of their stake.

Vanguard Index FDSVUG
6.2% of the fund
-5%
Dimensional ETF TrustDFLV
5.7% of the fund
-3%
Dimensional ETF TrustDFAX
4.1% of the fund
-2%
AlphabetGOOGL
2.9% of the fund
-25%
Amazon.comAMZN
2.9% of the fund
-42%
AppleAAPL
2.4% of the fund
-36%
NvidiaNVDA
2.2% of the fund
-28%
Global X FDSPAVE
2.1% of the fund
-5%
American Centy ETF TRAVEM
2.1% of the fund
-6%
Dimensional ETF TrustDFIV
1.9% of the fund
-3%
Virtus ETF TR IISEIX
1.9% of the fund
-21%
Fidelity Merrimack STR TRFBND
1.9% of the fund
-20%
MicrosoftMSFT
1.8% of the fund
-36%
First TR Exchange-Traded FDCIBR
1.7% of the fund
-22%
Morgan Stanley ETF TrustEVTR
1.6% of the fund
-20%
BroadcomAVGO
1.4% of the fund
-28%
TeslaTSLA
1.4% of the fund
-19%
Invesco Exch Traded FD TR IIIDHQ
1.3% of the fund
-3%
J P Morgan Exchange Traded FJPIB
1.3% of the fund
-39%
Vaneck ETF TrustANGL
1.3% of the fund
-22%
Advanced Micro DevicesAMD
1.2% of the fund
-29%
Schwab Strategic TRSCHR
1.1% of the fund
-20%
Vanguard Specialized FundsVIG
1.1% of the fund
-46%
Berkshire HathawayBRK-B
1.1% of the fund
-17%
Goldman Sachs ETF TRGEM
1.1% of the fund
-4%

Sold out

Sold their entire stake.

Ishares TRIYM
-100%
Fidelity Covington TrustFCOM
-100%
Ishares TRIGLB
-100%
StrykerSYK
-100%
Vanguard Scottsdale FDSVMBS
-100%
NetflixNFLX
-100%
Ishares TRITOT
-100%
Fidelity Comwlth TRONEQ
-100%
Spdr Series TrustSPSB
-100%
Vanguard Index FDSVOO
-100%
Eaton Vance Tax-Managed Buy-Write Income FundETB
-100%
Enterprise Products Partners L.P.EPD
-100%
Vanguard Index FDSVXF
-100%
Ishares TRIJR
-100%
First TR Exchange-Traded FDFDN
-100%
Eli LillyLLY
-100%
Vanguard Tax-Managed FDSVEA
-100%
Ishares TRIJH
-100%
ChevronCVX
-100%
Ishares TRIWM
-100%
BlackRockBLK
-100%
DBX ETF TRDBEF
-100%
Ishares TRIWV
-100%
Ishares TRUSMV
-100%
Vanguard World FDVGT
-100%

Holdings

Vanguard Index FDSVUG
Share
6.2%
Value
$44m
Shares
513,656
-5%
Dimensional ETF TrustDFLV
Share
5.7%
Value
$40m
Shares
988,557
-3%
J P Morgan Exchange Traded FJCPB
Share
5.6%
Value
$40m
Shares
864,714
Held
Janus Detroit STR TRJAAA
Share
5.2%
Value
$37m
Shares
722,899
+4%
Dimensional ETF TrustDFAX
Share
4.1%
Value
$29m
Shares
793,729
-2%
AlphabetGOOGL
Share
2.9%
Value
$21m
Shares
58,200
-25%
Amazon.comAMZN
Share
2.9%
Value
$21m
Shares
75,967
-42%
AppleAAPL
Share
2.4%
Value
$17m
Shares
54,016
-36%
NvidiaNVDA
Share
2.2%
Value
$15m
Shares
76,905
-28%
Doubleline ETF TrustDSCO
Share
2.1%
Value
$15m
Shares
610,353
New
Global X FDSPAVE
Share
2.1%
Value
$15m
Shares
267,397
-5%
American Centy ETF TRAVEM
Share
2.1%
Value
$15m
Shares
165,221
-6%
Spdr Series TrustXTL
Share
2.0%
Value
$14m
Shares
69,454
New
Vaneck ETF TrustCLOI
Share
2.0%
Value
$14m
Shares
269,896
Held
Spdr Series TrustXBI
Share
2.0%
Value
$14m
Shares
94,172
+261489%
Dimensional ETF TrustDFIV
Share
1.9%
Value
$14m
Shares
239,939
-3%
Ishares TRUSHY
Share
1.9%
Value
$14m
Shares
369,017
+7%
Virtus ETF TR IISEIX
Share
1.9%
Value
$13m
Shares
582,615
-21%
Fidelity Merrimack STR TRFBND
Share
1.9%
Value
$13m
Shares
297,650
-20%
MicrosoftMSFT
Share
1.8%
Value
$12m
Shares
26,866
-36%
First TR Exchange-Traded FDCIBR
Share
1.7%
Value
$12m
Shares
133,375
-22%
Morgan Stanley ETF TrustEVTR
Share
1.6%
Value
$12m
Shares
231,605
-20%
BroadcomAVGO
Share
1.4%
Value
$10m
Shares
25,899
-28%
TeslaTSLA
Share
1.4%
Value
$10m
Shares
32,107
-19%
Invesco Exch Traded FD TR IIIDHQ
Share
1.3%
Value
$10m
Shares
217,494
-3%
J P Morgan Exchange Traded FJPIB
Share
1.3%
Value
$9m
Shares
189,248
-39%
CrowdStrike HoldingsCRWD
Share
1.3%
Value
$9m
Shares
47,177
+222%
Vaneck ETF TrustANGL
Share
1.3%
Value
$9m
Shares
310,481
-22%
Advanced Micro DevicesAMD
Share
1.2%
Value
$9m
Shares
18,265
-29%
Schwab Strategic TRSCHR
Share
1.1%
Value
$8m
Shares
329,251
-20%
Vanguard Specialized FundsVIG
Share
1.1%
Value
$8m
Shares
32,419
-46%
Berkshire HathawayBRK-B
Share
1.1%
Value
$8m
Shares
15,097
-17%
Goldman Sachs ETF TRGEM
Share
1.1%
Value
$7m
Shares
152,372
-4%
Vaneck ETF TrustFLTR
Share
1.0%
Value
$7m
Shares
280,947
-4%
Janus Detroit STR TRJBBB
Share
1.0%
Value
$7m
Shares
143,364
-40%
Vaneck ETF TrustNLR
Share
0.9%
Value
$7m
Shares
61,542
-16%
Vanguard Index FDSVO
Share
0.9%
Value
$6m
Shares
79,792
-31%
Pgim ETF TRPULS
Share
0.8%
Value
$6m
Shares
114,212
+4%
Spdr Series TrustSDY
Share
0.7%
Value
$5m
Shares
33,022
-52%
Pimco ETF TRPYLD
Share
0.7%
Value
$5m
Shares
192,418
-39%
Spdr Index SHS FDSSPGM
Share
0.7%
Value
$5m
Shares
58,627
-6%
Capital Group Growth ETFCGGR
Share
0.7%
Value
$5m
Shares
110,311
-4%
J P Morgan Exchange Traded FJQUA
Share
0.7%
Value
$5m
Shares
68,387
-4%
State STR Spdr S&P 500 ETF TSPY
Share
0.7%
Value
$5m
Shares
6,554
-59%
J P Morgan Exchange Traded FJMEE
Share
0.7%
Value
$5m
Shares
62,829
-5%
Vanguard Malvern FDSVTIP
Share
0.7%
Value
$5m
Shares
96,002
-3%
Vanguard Whitehall FDSVYM
Share
0.7%
Value
$5m
Shares
28,505
-42%
Berkshire Hathaway INC DELBRK-A
Share
0.6%
Value
$5m
Shares
6
-60%
Janus Detroit STR TRJMBS
Share
0.6%
Value
$4m
Shares
91,197
+3%
Palantir TechnologiesPLTR
Share
0.6%
Value
$4m
Shares
32,363
-20%
Meta PlatformsMETA
Share
0.5%
Value
$4m
Shares
6,918
-26%
PIMCO Dynamic Income FundPDI
Share
0.5%
Value
$4m
Shares
227,585
-39%
Uber TechnologiesUBER
Share
0.5%
Value
$4m
Shares
50,106
-18%
Vanguard Intl Equity Index FVT
Share
0.5%
Value
$3m
Shares
21,998
-48%
First TR Exchange-Traded FDLMBS
Share
0.4%
Value
$3m
Shares
55,078
+4%
Spdr Gold TRGLD
Share
0.4%
Value
$3m
Shares
6,984
Held
Ishares TRFLOT
Share
0.4%
Value
$3m
Shares
48,976
+4%
OkloOKLO
Share
0.3%
Value
$2m
Shares
63,665
-19%
Select Sector Spdr TRXLK
Share
0.3%
Value
$2m
Shares
12,640
-64%
Ishares TRIVV
Share
0.2%
Value
$2m
Shares
2,315
-16%
Vanguard Scottsdale FDSBNDW
Share
0.2%
Value
$1m
Shares
22,184
Held
Vanguard Index FDSVV
Share
0.2%
Value
$1m
Shares
4,348
Held
Vanguard Index FDSVB
Share
0.2%
Value
$1m
Shares
4,581
-68%
Vanguard Intl Equity Index FVEU
Share
0.2%
Value
$1m
Shares
15,871
+6%
AbbVieABBV
Share
0.2%
Value
$1m
Shares
5,066
-9%
Spdr Series TrustSPAB
Share
0.2%
Value
$1m
Shares
47,465
-12%
RedditRDDT
Share
0.2%
Value
$1m
Shares
7,769
-68%
Invesco QQQ TRQQQ
Share
0.2%
Value
$1m
Shares
1,552
-92%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$1m
Shares
6,854
-36%
Invesco Exchange Traded FD TPKW
Share
0.1%
Value
$1m
Shares
7,103
-18%
Ishares TRQUAL
Share
0.1%
Value
$1m
Shares
4,613
Held
Strategy SHSSSUS
Share
0.1%
Value
$1m
Shares
18,482
-7%
Quest DiagnosticsDGX
Share
0.1%
Value
$932,040
Shares
4,000
Held
Pimco ETF TRMINO
Share
0.1%
Value
$859,289
Shares
19,172
-43%
Sprott Asset Management LPPSLV
Share
0.1%
Value
$854,498
Shares
45,452
+4%
O'Reilly AutomotiveORLY
Share
0.1%
Value
$725,969
Shares
8,125
-2%
JPMorgan ChaseJPM
Share
0.1%
Value
$711,319
Shares
2,022
-88%
Marriott InternationalMAR
Share
<0.1%
Value
$706,886
Shares
1,896
-36%
AlphabetGOOG
Share
<0.1%
Value
$668,005
Shares
1,873
-85%
Ishares TRIBB
Share
<0.1%
Value
$667,428
Shares
3,580
-78%
Select Sector Spdr TRXLF
Share
<0.1%
Value
$633,401
Shares
11,124
-40%
Spdr Series TrustSPTM
Share
<0.1%
Value
$628,487
Shares
6,927
-4%
Blackrock ETF Trust IISHYM
Share
<0.1%
Value
$614,910
Shares
27,780
-43%
HCA HealthcareHCA
Share
<0.1%
Value
$607,508
Shares
1,509
-4%
Vanguard Index FDSVTI
Share
<0.1%
Value
$598,112
Shares
1,624
-7%
Select Sector Spdr TRXLY
Share
<0.1%
Value
$569,305
Shares
4,904
-6%
WalmartWMT
Share
<0.1%
Value
$566,119
Shares
5,091
-48%
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$558,350
Shares
12,550
-6%
Pimco ETF TRMUNI
Share
<0.1%
Value
$544,772
Shares
10,527
-44%
Darden RestaurantsDRI
Share
<0.1%
Value
$541,930
Shares
2,662
+57%
Spdr Series TrustSPYM
Share
<0.1%
Value
$539,326
Shares
6,136
Held
Select Sector Spdr TRXLC
Share
<0.1%
Value
$521,176
Shares
4,815
Held
Ishares TRSMLF
Share
<0.1%
Value
$506,343
Shares
5,872
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$502,891
Shares
4,336
-42%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$502,720
Shares
9,043
New
Bank of AmericaBAC
Share
<0.1%
Value
$497,706
Shares
8,034
-22%
Select Sector Spdr TRXLI
Share
<0.1%
Value
$491,862
Shares
2,735
Held
United Parcel ServiceUPS
Share
<0.1%
Value
$477,689
Shares
4,583
+17%
Royal Caribbean CruisesRCL
Share
<0.1%
Value
$475,540
Shares
1,494
+18%
Janus Detroit STR TRJSI
Share
<0.1%
Value
$466,212
Shares
9,145
+32%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVUG	6.2%	$44m	513,656	-5%
Dimensional ETF TrustDFLV	5.7%	$40m	988,557	-3%
J P Morgan Exchange Traded FJCPB	5.6%	$40m	864,714	Held
Janus Detroit STR TRJAAA	5.2%	$37m	722,899	+4%
Dimensional ETF TrustDFAX	4.1%	$29m	793,729	-2%
AlphabetGOOGL	2.9%	$21m	58,200	-25%
Amazon.comAMZN	2.9%	$21m	75,967	-42%
AppleAAPL	2.4%	$17m	54,016	-36%
NvidiaNVDA	2.2%	$15m	76,905	-28%
Doubleline ETF TrustDSCO	2.1%	$15m	610,353	New
Global X FDSPAVE	2.1%	$15m	267,397	-5%
American Centy ETF TRAVEM	2.1%	$15m	165,221	-6%
Spdr Series TrustXTL	2.0%	$14m	69,454	New
Vaneck ETF TrustCLOI	2.0%	$14m	269,896	Held
Spdr Series TrustXBI	2.0%	$14m	94,172	+261489%
Dimensional ETF TrustDFIV	1.9%	$14m	239,939	-3%
Ishares TRUSHY	1.9%	$14m	369,017	+7%
Virtus ETF TR IISEIX	1.9%	$13m	582,615	-21%
Fidelity Merrimack STR TRFBND	1.9%	$13m	297,650	-20%
MicrosoftMSFT	1.8%	$12m	26,866	-36%
First TR Exchange-Traded FDCIBR	1.7%	$12m	133,375	-22%
Morgan Stanley ETF TrustEVTR	1.6%	$12m	231,605	-20%
BroadcomAVGO	1.4%	$10m	25,899	-28%
TeslaTSLA	1.4%	$10m	32,107	-19%
Invesco Exch Traded FD TR IIIDHQ	1.3%	$10m	217,494	-3%
J P Morgan Exchange Traded FJPIB	1.3%	$9m	189,248	-39%
CrowdStrike HoldingsCRWD	1.3%	$9m	47,177	+222%
Vaneck ETF TrustANGL	1.3%	$9m	310,481	-22%
Advanced Micro DevicesAMD	1.2%	$9m	18,265	-29%
Schwab Strategic TRSCHR	1.1%	$8m	329,251	-20%
Vanguard Specialized FundsVIG	1.1%	$8m	32,419	-46%
Berkshire HathawayBRK-B	1.1%	$8m	15,097	-17%
Goldman Sachs ETF TRGEM	1.1%	$7m	152,372	-4%
Vaneck ETF TrustFLTR	1.0%	$7m	280,947	-4%
Janus Detroit STR TRJBBB	1.0%	$7m	143,364	-40%
Vaneck ETF TrustNLR	0.9%	$7m	61,542	-16%
Vanguard Index FDSVO	0.9%	$6m	79,792	-31%
Pgim ETF TRPULS	0.8%	$6m	114,212	+4%
Spdr Series TrustSDY	0.7%	$5m	33,022	-52%
Pimco ETF TRPYLD	0.7%	$5m	192,418	-39%
Spdr Index SHS FDSSPGM	0.7%	$5m	58,627	-6%
Capital Group Growth ETFCGGR	0.7%	$5m	110,311	-4%
J P Morgan Exchange Traded FJQUA	0.7%	$5m	68,387	-4%
State STR Spdr S&P 500 ETF TSPY	0.7%	$5m	6,554	-59%
J P Morgan Exchange Traded FJMEE	0.7%	$5m	62,829	-5%
Vanguard Malvern FDSVTIP	0.7%	$5m	96,002	-3%
Vanguard Whitehall FDSVYM	0.7%	$5m	28,505	-42%
Berkshire Hathaway INC DELBRK-A	0.6%	$5m	6	-60%
Janus Detroit STR TRJMBS	0.6%	$4m	91,197	+3%
Palantir TechnologiesPLTR	0.6%	$4m	32,363	-20%
Meta PlatformsMETA	0.5%	$4m	6,918	-26%
PIMCO Dynamic Income FundPDI	0.5%	$4m	227,585	-39%
Uber TechnologiesUBER	0.5%	$4m	50,106	-18%
Vanguard Intl Equity Index FVT	0.5%	$3m	21,998	-48%
First TR Exchange-Traded FDLMBS	0.4%	$3m	55,078	+4%
Spdr Gold TRGLD	0.4%	$3m	6,984	Held
Ishares TRFLOT	0.4%	$3m	48,976	+4%
OkloOKLO	0.3%	$2m	63,665	-19%
Select Sector Spdr TRXLK	0.3%	$2m	12,640	-64%
Ishares TRIVV	0.2%	$2m	2,315	-16%
Vanguard Scottsdale FDSBNDW	0.2%	$1m	22,184	Held
Vanguard Index FDSVV	0.2%	$1m	4,348	Held
Vanguard Index FDSVB	0.2%	$1m	4,581	-68%
Vanguard Intl Equity Index FVEU	0.2%	$1m	15,871	+6%
AbbVieABBV	0.2%	$1m	5,066	-9%
Spdr Series TrustSPAB	0.2%	$1m	47,465	-12%
RedditRDDT	0.2%	$1m	7,769	-68%
Invesco QQQ TRQQQ	0.2%	$1m	1,552	-92%
ExxonMobil HoldingsXOM	0.2%	$1m	6,854	-36%
Invesco Exchange Traded FD TPKW	0.1%	$1m	7,103	-18%
Ishares TRQUAL	0.1%	$1m	4,613	Held
Strategy SHSSSUS	0.1%	$1m	18,482	-7%
Quest DiagnosticsDGX	0.1%	$932,040	4,000	Held
Pimco ETF TRMINO	0.1%	$859,289	19,172	-43%
Sprott Asset Management LPPSLV	0.1%	$854,498	45,452	+4%
O'Reilly AutomotiveORLY	0.1%	$725,969	8,125	-2%
JPMorgan ChaseJPM	0.1%	$711,319	2,022	-88%
Marriott InternationalMAR	<0.1%	$706,886	1,896	-36%
AlphabetGOOG	<0.1%	$668,005	1,873	-85%
Ishares TRIBB	<0.1%	$667,428	3,580	-78%
Select Sector Spdr TRXLF	<0.1%	$633,401	11,124	-40%
Spdr Series TrustSPTM	<0.1%	$628,487	6,927	-4%
Blackrock ETF Trust IISHYM	<0.1%	$614,910	27,780	-43%
HCA HealthcareHCA	<0.1%	$607,508	1,509	-4%
Vanguard Index FDSVTI	<0.1%	$598,112	1,624	-7%
Select Sector Spdr TRXLY	<0.1%	$569,305	4,904	-6%
WalmartWMT	<0.1%	$566,119	5,091	-48%
Dimensional ETF TrustDFAC	<0.1%	$558,350	12,550	-6%
Pimco ETF TRMUNI	<0.1%	$544,772	10,527	-44%
Darden RestaurantsDRI	<0.1%	$541,930	2,662	+57%
Spdr Series TrustSPYM	<0.1%	$539,326	6,136	Held
Select Sector Spdr TRXLC	<0.1%	$521,176	4,815	Held
Ishares TRSMLF	<0.1%	$506,343	5,872	Held
Cisco SystemsCSCO	<0.1%	$502,891	4,336	-42%
Dimensional ETF TrustDFUV	<0.1%	$502,720	9,043	New
Bank of AmericaBAC	<0.1%	$497,706	8,034	-22%
Select Sector Spdr TRXLI	<0.1%	$491,862	2,735	Held
United Parcel ServiceUPS	<0.1%	$477,689	4,583	+17%
Royal Caribbean CruisesRCL	<0.1%	$475,540	1,494	+18%
Janus Detroit STR TRJSI	<0.1%	$466,212	9,145	+32%

Showing the largest 100 of 184.

Options (2)

Space Exploration TechnologiesSPCX
Type
Call
Value
$21,674
Contracts
200
CrowdStrike HoldingsCRWD
Type
Call
Value
$19,086
Contracts
100

Company	Type	Value	Contracts
Space Exploration TechnologiesSPCX	Call	$21,674	200
CrowdStrike HoldingsCRWD	Call	$19,086	100

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 4.7% since 30 June 2025.

Where the money is

Technology11.1%

Retail & consumer4.8%

Media & telecom3.7%

Financial services1.6%

Industrials0.9%

Health care0.6%

Utilities0.4%

Everyday goods0.3%

Materials0.2%

Energy0.2%

Other76.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.