ETF Holders

Destiny Wealth Partners, LLC ETF holdings

Tavares, FL

Reported $529.8M in 96 ETFs in its Form 13F for June 30, 2026.

ETF value
$529.8M
ETFs held
96
Change from prior quarter
-16.2%
With price moves
ETFs as a share of its 13F
74.7%
of $708.8M

Top 10 of 96 ETF holdings

TickerFundValueSharesChange
VUGVanguard Morningstar Growth ETF$43.8M513,656+423,194 shares
DFLVDimensional US Large Cap Value ETF$40.2M988,557−26,378 shares
JCPBJPMorgan Core Plus Bond ETF$39.9M864,714−3,872 shares
JAAAJanus Henderson AAA CLO ETF$36.5M722,899+29,135 shares
DFAXDimensional World ex U.S. Core Equity 2 ETF$29.0M793,729−17,349 shares
DSCODoubleLine Securitized Credit ETF$15.1M610,353New position
PAVEGlobal X U.S. Infrastructure Development ETF$15.1M267,397−15,214 shares
AVEMAvantis Emerging Markets Equity ETF$14.8M165,221−9,737 shares
XTLState Street SPDR S&P Telecom ETF$14.5M69,454New position
CLOIVanEck CLO ETF$14.3M269,896+5,185 shares
86 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844369. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Destiny Wealth Partners, LLC own?

Destiny Wealth Partners, LLC reported 96 ETF positions worth $529.8M in its Form 13F for June 30, 2026. The largest was VUG, at $43.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.