Destiny Wealth Partners, LLC: 13F holdings

CIK 18443692026Q2

Positions184
Reported value$708.9m
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS513,656$43.8m6.2%
WSBC DIMENSIONAL ETF TRUST988,557$40.2m5.7%
JCPB J P MORGAN EXCHANGE TRADED F864,714$39.9m5.6%
JAAA JANUS DETROIT STR TR722,899$36.5m5.1%
DFAX DIMENSIONAL ETF TRUST793,729$29.0m4.1%
GOOGL ALPHABET INC58,200$20.7m2.9%
AMZN AMAZON COM INC75,967$20.6m2.9%
AAPL APPLE INC54,016$16.7m2.4%
NVDA NVIDIA CORPORATION76,905$15.4m2.2%
DOUBLELINE ETF TRUST610,353$15.1m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1844369")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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