account_balance
Investment manager · 13F filer · SEC CIK 1844369
Destiny Wealth Partners, LLC
Reported value$977Mas of Sep 30, 2026
Positions255 95 new, 24 sold out
Top 10 weight34.3%JCPB alone is 5%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JCPBJ P Morgan Exchange Traded F
5.0%Added +25%
VUGVanguard Index FDS
5.0%Added +13%
DFLVDimensional ETF Trust
4.6%Added +8%
JAAAJanus Detroit STR Tr
4.4%Added +18%
DFAXDimensional ETF Trust
3.3%Added +13%
AMZNAmazon Com Inc
3.1%Added +62%
AAPLApple Inc
2.6%Added +40%
GOOGLAlphabet Inc
2.2%Added +34%
MSFTMicrosoft Corp
2.1%Added +48%
DSCODoubleline ETF Trust
2.0%Added +30%
NVDANvidia Corporation
1.9%Added +20%
SEIXVirtus ETF Tr II
1.8%Added +29%
JCPBJ P Morgan Exchange Traded F
5.0%Added +25%
VUGVanguard Index FDS
5.0%Added +13%
DFLV4.6%
JAAA4.4%
DFAX3.3%
AMZN3.1%AAPL2.6%GOOGL2.2%MSFT2.1%DSCO2.0%
NVDA1.9%SEIX1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 5.0% Added +25%
VUG Vanguard Index FDS 5.0% Added +13%
DFLV Dimensional ETF Trust 4.6% Added +8%
JAAA Janus Detroit STR Tr 4.4% Added +18%
DFAX Dimensional ETF Trust 3.3% Added +13%
AMZN Amazon Com Inc 3.1% Added +62%AAPL Apple Inc 2.6% Added +40%GOOGL Alphabet Inc 2.2% Added +34%MSFT Microsoft Corp 2.1% Added +48%DSCO Doubleline ETF Trust 2.0% Added +30%
NVDA Nvidia Corporation 1.9% Added +20%SEIX Virtus ETF Tr II 1.8% Added +29%
What changed