Institutional Fund
Destiny Wealth Partners, LLC
Tavares, FLCIK 18443695 filings on record
Portfolio Value
$914.43M
Q1 2026
Holdings
1,143
Reported positions
New Buys
935
Opened this quarter
QoQ Change
+4.9%
from $871.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F4.5%
- Vanguard Index Fds4.3%
- Dimensional ETF Trust4.0%
- Janus Detroit Str Tr3.8%
- Dimensional ETF Trust3.0%
- Amazon Com Inc3.0%
- Other77.4%
Portfolio Holdings
1,143 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 868.6K | $40.89M | 4.5% | +13.7K | Added |
| 2 | Vanguard Index Fds | 90.5K | $39.51M | 4.3% | +1.2K | Added |
| 3 | Dimensional ETF Trust | 1.01M | $36.24M | 4.0% | −20.7K | Reduced |
| 4 | Janus Detroit Str Tr | 693.8K | $34.94M | 3.8% | −14.5K | Reduced |
| 5 | Dimensional ETF Trust | 811.1K | $27.55M | 3.0% | +7.8K | Added |
| 6 | Amazon Com Inc | 130.0K | $27.07M | 3.0% | +9.6K | Added |
| 7 | Alphabet Inc | 77.3K | $22.23M | 2.4% | −1.9K | Reduced |
| 8 | Apple Inc | 84.6K | $21.48M | 2.3% | +8.1K | Added |
| 9 | Nvidia Corporation | 106.3K | $18.55M | 2.0% | +66 | Added |
| 10 | Virtus ETF Tr II | 738.4K | $17.03M | 1.9% | +12.0K | Added |
1,133 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio