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Destiny Wealth Partners, LLC
hedge fundUpdated 34 days agoManaged by Destiny Wealth Partners, Llc • Latest filing Q2 2026
Portfolio value
$708.9M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $522.5M |
| Q3 2023 | $495.5M |
| Q4 2023 | $532.4M |
| Q1 2024 | $558M |
| Q2 2024 | $556.5M |
| Q3 2024 | $570.2M |
| Q4 2024 | $612.2M |
| Q1 2025 | $630.3M |
| Q2 2025 | $744.1M |
| Q3 2025 | $816.3M |
| Q4 2025 | $871.5M |
| Q1 2026 | $914.4M |
| Q2 2026 | $708.9M |
Top holdings
186 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $43.8M | 513.7K | 6.17% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $40.2M | 988.6K | 5.67% | — |
| 3 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $39.9M | 864.7K | 5.63% | — |
| 4 | N NOC JANUS DETROIT STR TR | $36.5M | 722.9K | 5.15% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $29M | 793.7K | 4.09% | — |
| 6 | G GOOGN ALPHABET INC | $20.7M | 58.2K | 2.92% | — |
| 7 | A AMZN AMAZON COM INC | $20.6M | 76.0K | 2.91% | — |
| 8 | A AAPL APPLE INC | $16.7M | 54.0K | 2.35% | — |
| 9 | N NVDA NVIDIA CORPORATION | $15.4M | 76.9K | 2.18% | — |
| 10 | ? N/A DOUBLELINE ETF TRUST | $15.1M | 610.4K | 2.14% | — |
| 11 | ? N/A GLOBAL X FDS | $15.1M | 267.4K | 2.13% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $14.8M | 165.2K | 2.09% | — |
| 13 | S STT-PG SPDR SERIES TRUST | $14.5M | 69.5K | 2.04% | — |
| 14 | H HODL VANECK ETF TRUST | $14.3M | 269.9K | 2.02% | — |
| 15 | S STT-PG SPDR SERIES TRUST | $13.8M | 94.2K | 1.95% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $13.7M | 239.9K | 1.94% | — |
| 17 | E ETHA ISHARES TR | $13.6M | 369.0K | 1.91% | — |
| 18 | ? N/A VIRTUS ETF TR II | $13.5M | 582.6K | 1.90% | — |
| 19 | F FIS FIDELITY MERRIMACK STR TR | $13.3M | 297.6K | 1.88% | — |
| 20 | M MSFT MICROSOFT CORP | $12.5M | 26.9K | 1.76% | — |