Destiny Wealth Partners, LLC holds a diversified book of 184 stocks worth $708.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Doubleline Sec Credit ETF and trimmed Dim US Large Cap Value ETF. Their largest long position is Vanguard Growth ETF at 6% of the equity book. They also disclosed $41K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Destiny Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Destiny Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $82.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $74.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.4B |
| MORGAN STANLEY | 79 / 80 | $493.9B |
| ROYAL BANK OF CANADA | 78 / 80 | $136.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $19.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $14.3B |
| JPMORGAN CHASE & CO | 77 / 80 | $440.8B |
Ranked by how many of Destiny Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $43.8M | 513.7K | 6.2% | ▲+468% Added · +423K sh | |
| 2 | Dimensional ETF Trust US LARG VALU ETF | $40.2M | 988.6K | 5.7% | ▼−2.6% Reduced · −26K sh | |
| 3 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $39.9M | 864.7K | 5.6% | ▼−0.4% Reduced · −4K sh | |
| 4 | Janus Detroit STR TR HENDRSON AAA CL | $36.5M | 722.9K | 5.2% | ▲+4.2% Added · +29K sh | |
| 5 | Dimensional ETF Trust WORLD EX US CORE | $29.0M | 793.7K | 4.1% | ▼−2.1% Reduced · −17K sh | |
| 6 | Alphabet Inc CAP STK CL A | $20.7M | 58.2K | 2.9% | ▼−25% Reduced · −19K sh | |
| 7 | Amazon Com Inc COM | $20.6M | 76.0K | 2.9% | ▼−42% Reduced · −54K sh | |
| 8 | Apple Inc COM | $16.7M | 54.0K | 2.4% | ▼−36% Reduced · −31K sh | |
| 9 | Nvidia Corporation COM | $15.4M | 76.9K | 2.2% | ▼−28% Reduced · −29K sh | |
| 10 | Doubleline ETF Trust SECUR CR ETF | $15.1M | 610.4K | 2.1% | ▲New New position | |
| 11 | Global X FDS US INFR DEV ETF | $15.1M | 267.4K | 2.1% | ▼−5.4% Reduced · −15K sh | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $14.8M | 165.2K | 2.1% | ▼−5.6% Reduced · −10K sh | |
| 13 | SPDR Series Trust ST STR SP TELCO | $14.5M | 69.5K | 2.0% | ▲New New position | |
| 14 | Vaneck ETF Trust CLO ETF | $14.3M | 269.9K | 2.0% | ▲+1.9% Added · +5K sh | |
| 15 | SPDR Series Trust ST STR SP BIOT | $13.8M | 94.2K | 2.0% | ▲3k× Added · +94K sh | |
| 16 | Dimensional ETF Trust INTERNATNAL VAL | $13.7M | 239.9K | 1.9% | ▼−2.6% Reduced · −6K sh | |
| 17 | Ishares TR BROAD USD HIGH | $13.6M | 369.0K | 1.9% | ▲+6.5% Added · +23K sh | |
| 18 | Virtus ETF TR II SEIX SR LN ETF | $13.5M | 582.6K | 1.9% | ▼−21% Reduced · −156K sh | |
| 19 | Fidelity Merrimack STR TR TOTAL BD ETF | $13.3M | 297.6K | 1.9% | ▼−20% Reduced · −75K sh | |
| 20 | Microsoft Corp COM | $12.5M | 26.9K | 1.8% | ▼−36% Reduced · −15K sh | |
| 21 | First TR Exchange-Traded FD NASDAQ CYB ETF | $12.2M | 133.4K | 1.7% | ▼−22% Reduced · −37K sh | |
| 22 | Morgan Stanley ETF Trust EATO VANC BD ETF | $11.6M | 231.6K | 1.6% | ▼−20% Reduced · −58K sh | |
| 23 | Broadcom Inc COM | $10.1M | 25.9K | 1.4% | ▼−28% Reduced · −10K sh | |
| 24 | Tesla Inc COM | $10.0M | 32.1K | 1.4% | ▼−19% Reduced · −8K sh | |
| 25 | Invesco Exch Traded FD TR II S&P INTL QULTY | $9.5M | 217.5K | 1.3% | ▼−2.7% Reduced · −6K sh | |
| 26 | J P Morgan Exchange Traded F INTL BD OPP ETF | $9.1M | 189.2K | 1.3% | ▼−39% Reduced · −123K sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $9.0M | 47.2K | 1.3% | ▲+222% Added · +33K sh | |
| 28 | Vaneck ETF Trust FALLEN ANGEL HG | $9.0M | 310.5K | 1.3% | ▼−22% Reduced · −87K sh | |
| 29 | Advanced Micro Devices Inc COM | $8.7M | 18.3K | 1.2% | ▼−29% Reduced · −7K sh | |
| 30 | Schwab Strategic TR INT-TRM U.S TRES | $8.0M | 329.3K | 1.1% | ▼−20% Reduced · −81K sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $7.8M | 32.4K | 1.1% | ▼−46% Reduced · −28K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $7.7M | 15.1K | 1.1% | ▼−17% Reduced · −3K sh | |
| 33 | Goldman Sachs ETF TR ACTIVEBETA EME | $7.5M | 152.4K | 1.1% | ▼−3.9% Reduced · −6K sh | |
| 34 | Vaneck ETF Trust IG FLOA RATE ETF | $7.2M | 280.9K | 1.0% | ▼−4.5% Reduced · −13K sh | |
| 35 | Janus Detroit STR TR B-BBB CLO ETF | $6.8M | 143.4K | 1.0% | ▼−40% Reduced · −95K sh | |
| 36 | Vaneck ETF Trust URANI NUCLE ETF | $6.6M | 61.5K | 0.9% | ▼−16% Reduced · −12K sh | |
| 37 | Vanguard Index FDS MID CAP ETF | $6.5M | 79.8K | 0.9% | ▲+175% Added · +51K sh | |
| 38 | Pgim ETF TR PGIM ULTRA SH BD | $5.7M | 114.2K | 0.8% | ▲+3.6% Added · +4K sh | |
| 39 | SPDR Series Trust ST STR SP DIV | $5.1M | 33.0K | 0.7% | ▼−52% Reduced · −36K sh | |
| 40 | Pimco ETF TR MULTISECTOR BD | $5.0M | 192.4K | 0.7% | ▼−39% Reduced · −125K sh | |
| 41 | SPDR Index SHS FDS ST STR MSCI GLB | $5.0M | 58.6K | 0.7% | ▼−5.7% Reduced · −4K sh | |
| 42 | Capital Group Growth ETF SHS CREAT UNIT | $4.9M | 110.3K | 0.7% | ▼−4.0% Reduced · −5K sh | |
| 43 | J P Morgan Exchange Traded F US QUALTY FCTR | $4.9M | 68.4K | 0.7% | ▼−4.0% Reduced · −3K sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $4.9M | 6.6K | 0.7% | ▼−59% Reduced · −9K sh | |
| 45 | J P Morgan Exchange Traded F SMALL & MID CAP | $4.8M | 62.8K | 0.7% | ▼−4.9% Reduced · −3K sh | |
| 46 | Vanguard Malvern FDS STRM INFPROIDX | $4.8M | 96.0K | 0.7% | ▼−3.3% Reduced · −3K sh | |
| 47 | Vanguard Whitehall FDS HIGH DIV YLD | $4.6M | 28.5K | 0.7% | ▼−42% Reduced · −20K sh | |
| 48 | Berkshire Hathaway Inc Del CL A | $4.6M | 6 | 0.6% | ▼−60% Reduced · −9 sh | |
| 49 | Janus Detroit STR TR HENDERSON MTG | $4.0M | 91.2K | 0.6% | ▲+3.3% Added · +3K sh | |
| 50 | Palantir Technologies Inc CL A | $4.0M | 32.4K | 0.6% | ▼−20% Reduced · −8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844369/holdings"
Use Arkolith to show Destiny Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SPACE EXPLORATION TECHN CORP | $22K | 200 |
| CALL · bullish | CROWDSTRIKE HOLDINGS INC - ACRWD | $19K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 186 | $708.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 1,148 | $914.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 211 | $871.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 205 | $816.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 192 | $744.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 162 | $630.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 167 | $612.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 162 | $570.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.