Destiny Wealth Partners, LLC

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CIK 1844369

13F portfolio (2026-Q1)

$914M

Positions

1,148

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

1148

Top 5

19.6%

Top 10

31.2%

Effective N

59.3

HHI

0.017

This quarter

939 new · 1 exit →

By sector

Unclassified71.8%

Information Technology10.4%

Consumer Discretionary5.6%

Communication Services4.1%

Financials2.6%

Health Care2.2%

Industrials1.3%

Utilities0.8%

Other1.2%

By market cap

Unknown72.1%

Mega (>$200B)20.4%

Large ($10–200B)6.3%

Mid ($2–10B)1.0%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other71.8%

North America28.0%

Europe0.2%

Middle East0.0%

Asia-Pacific0.0%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	72.73%	366
Semiconductors & Semiconductor Equipment	4.00%	27
Software & IT Services	3.87%	23
Specialty Retail	3.41%	18
Software	3.12%	45
Technology Hardware & Equipment	2.70%	25
Automobiles & Components	1.66%	16
Health Care Equipment & Supplies	1.45%	29
Banks	0.91%	58
Commercial Services & Supplies	0.81%	37
Utilities	0.79%	52
Pharmaceuticals & Biotechnology	0.55%	35
Media & Entertainment	0.53%	13
Oil, Gas & Consumable Fuels	0.45%	28
Capital Markets	0.40%	27
Hotels, Restaurants & Leisure	0.37%	10
Health Care Providers & Services	0.25%	9
Insurance	0.24%	46
Aerospace & Defense	0.20%	12
Machinery	0.19%	26
Metals & Mining	0.19%	20
Chemicals	0.17%	30
Equity Real Estate Investment Trusts (REITs)	0.13%	45
Beverages	0.10%	7
Distributors	0.09%	18
Diversified Telecommunication Services	0.08%	10
Road & Rail	0.08%	7
Tobacco	0.07%	3
Construction & Engineering	0.06%	12
Construction Materials	0.06%	9
Electrical Equipment & Components	0.05%	5
Marine	0.04%	3
Professional Services	0.04%	8
Communications Equipment	0.04%	4
Food & Staples Retailing	0.03%	4
Entertainment	0.03%	6
Food Products	0.02%	12
Airlines	0.02%	5
Diversified Consumer Services	0.02%	3
Textiles, Apparel & Luxury Goods	0.02%	8
Transportation Infrastructure	0.01%	6
Real Estate Management & Development	0.01%	6
Life Sciences Tools & Services	0.01%	5
Leisure Products	0.01%	2
Agricultural Products	0.01%	2
Paper & Forest Products	0.00%	3
Household Durables	0.00%	2
Media & Publishing	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	JCPB	J P MORGAN EXCHANGE TRADED F	Unclassified	4.47%
2	VUG	VANGUARD INDEX FDS	Unclassified	4.32%
3	DFLV	DIMENSIONAL ETF TRUST	Unclassified	3.96%
4	JAAA	JANUS DETROIT STR TR	Unclassified	3.82%
5	DFAX	DIMENSIONAL ETF TRUST	Unclassified	3.01%
6	AMZN	AMAZON COM INC	Consumer Discretionary	2.96%
7	GOOGL	Alphabet Inc.	Communication Services	2.43%
8	AAPL	Apple Inc.	Information Technology	2.35%
9	NVDA	NVIDIA CORP	Information Technology	2.03%
10	SEIX	VIRTUS ETF TR II	Unclassified	1.86%

785/1148 names classified · sector 28.2% of weight · industry 27.3% · mkt cap 27.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, RDDT · other

Consumer DiscretionaryAMZN, TSLA, MAR, MCD, HD · other

Communication ServicesGOOGL, NFLX, META, GOOG, VZ · other

FinancialsBRK.B, JPM, V, MA, GS · other

Health CareSYK, ABBV, DGX, HCA, JNJ · other

IndustrialsUBER, ABNB, DAL, EFX, BA · other

Consumer StaplesPEP, KO, CVS, GIS, CAG · other

UtilitiesNEE, SO, OKLO, AEP, EPD · other

EnergyXOM, CVX, PSX, BP, COP · other

MaterialsPG, NKE, CL, KMB, CLX · other

Real EstateCCI, PSA, PECO, NSA, PLD · other

UnclassifiedVUG, JAAA, SRLN, SLQD, LQD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 28.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 25% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (642 classified)Destiny Wealth Partners, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesHealth CareFinancialsIndustrialsEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for Destiny Wealth Partners, LLC: centroid Large Growth. Heaviest cells: Large Growth 15.0%, Large Core 6.6%, Large Value 1.7%.

Classified: 25.4% of book weight (642/1145 names) · unclassified 74.6%: JCPB, VUG, DFLV, JAAA, DFAX, SEIX, FBND, JPIB, EVTR, PAVE +493 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 1,148 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	JCPBJ P MORGAN EXCHANGE TRADED F	868,586	$41M	4.5%	HOLD
2	VUGVANGUARD INDEX FDS	90,462	$40M	4.3%	HOLD
3	DFLVDIMENSIONAL ETF TRUST	1,014,935	$36M	4.0%	HOLD
4	JAAAJANUS DETROIT STR TR	693,764	$35M	3.8%	TRIM −2%
5	DFAXDIMENSIONAL ETF TRUST	811,078	$28M	3.0%	HOLD
6	AMZNAMAZON COM INC	129,968	$27M	3.0%	ADD 8%
7	GOOGLALPHABET INC	77,319	$22M	2.4%	TRIM −2%
8	AAPLAPPLE INC	84,637	$21M	2.3%	ADD 11%
9	NVDANVIDIA CORPORATION	106,350	$19M	2.0%	HOLD
10	SEIXVIRTUS ETF TR II	738,372	$17M	1.9%	HOLD
11	FBNDFIDELITY TOTAL BOND ETF	372,364	$17M	1.9%	NEW
12	MSFTMICROSOFT CORP	41,681	$15M	1.7%	ADD 12%
13	JPIBJ P MORGAN EXCHANGE TRADED F	311,935	$15M	1.6%	NEW
14	TSLATESLA INC	39,662	$15M	1.6%	HOLD
15	EVTRMORGAN STANLEY ETF TRUST	289,788	$15M	1.6%	HOLD
16	PAVEGLOBAL X FDS	282,611	$14M	1.6%	HOLD
17	AVEMAMERICAN CENTY ETF TR	174,958	$14M	1.5%	TRIM −5%
18	IYMISHARES TR	79,439	$14M	1.5%	NEW
19	CLOIVANECK ETF TRUST	264,711	$14M	1.5%	NEW
20	FCOMFIDELITY COVINGTON TRUST	200,794	$14M	1.5%	HOLD
21	DFIVDIMENSIONAL ETF TRUST	246,339	$13M	1.4%	HOLD
22	VIGVANGUARD SPECIALIZED FUNDS	60,201	$13M	1.4%	HOLD
23	USHYISHARES TR	346,410	$13M	1.4%	ADD 12%
24	IGLBISHARES TR	252,840	$13M	1.4%	NEW
25	SYKSTRYKER CORPORATION	37,811	$12M	1.4%	HOLD
26	QQQINVESCO QQQ TR	20,675	$12M	1.3%	ADD 34%
27	ANGLVANECK ETF TRUST	397,154	$11M	1.2%	HOLD
28	AVGOBROADCOM INC	35,976	$11M	1.2%	HOLD
29	JBBBJANUS DETROIT STR TR	238,591	$11M	1.2%	TRIM −15%
30	BRK.ABERKSHIRE HATHAWAY INC DEL	15	$11M	1.2%	HOLD
31	CIBRFIRST TR EXCHANGE-TRADED FD	170,016	$11M	1.2%	ADD 3%
32	SPYSTATE STR SPDR S&P 500 ETF T	16,040	$10M	1.1%	ADD 47%
33	SCHRSCHWAB STRATEGIC TR	410,385	$10M	1.1%	HOLD
34	SDYSPDR SER TR	68,887	$10M	1.1%	HOLD
35	NLRVANECK ETF TRUST	73,551	$10M	1.1%	TRIM −31%
36	BRK.BBERKSHIRE HATHAWAY INC DEL	18,170	$9M	1.0%	HOLD
37	VOVANGUARD INDEX FDS	29,038	$8M	0.9%	ADD 133%
38	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	317,485	$8M	0.9%	NEW
39	IDHQINVESCO EXCH TRADED FD TR II	223,575	$8M	0.9%	NEW
40	FLTRVANECK ETF TRUST	294,165	$7M	0.8%	ADD 4%
41	VYMVANGUARD WHITEHALL FDS	48,896	$7M	0.8%	HOLD
42	GEMGOLDMAN SACHS ETF TR	158,594	$7M	0.7%	TRIM −3%
43	VMBSVANGUARD SCOTTSDALE FDS	145,153	$7M	0.7%	HOLD
44	PDIPIMCO DYNAMIC INCOME FD	370,610	$6M	0.7%	NEW
45	PLTRPALANTIR TECHNOLOGIES INC	40,427	$6M	0.6%	ADD 2%
46	VTVANGUARD INTL EQUITY INDEX F	42,296	$6M	0.6%	HOLD
47	CRWDCROWDSTRIKE HLDGS INC	14,672	$6M	0.6%	ADD 3%
48	PULSPGIM ETF TR	110,214	$5M	0.6%	TRIM −4%
49	METAMETA PLATFORMS INC	9,371	$5M	0.6%	ADD 4%
50	AMDADVANCED MICRO DEVICES INC	25,621	$5M	0.6%	ADD 3%
51	JPMJPMORGAN CHASE & CO	17,386	$5M	0.6%	ADD 316%
52	VTIPVANGUARD MALVERN FDS	99,289	$5M	0.5%	ADD 4%
53	SPGMSPDR INDEX SHS FDS	62,183	$5M	0.5%	TRIM −2%
54	XLKSELECT SECTOR SPDR TR	34,878	$5M	0.5%	TRIM −75%
55	CGGRCAPITAL GROUP GROWTH ETF	114,939	$5M	0.5%	HOLD
56	NFLXNETFLIX INC	47,401	$5M	0.5%	ADD 4%
57	JMEEJPMorgan Market Expansion Enh Eq - ETF	66,088	$4M	0.5%	TRIM −3%
58	UBERUBER TECHNOLOGIES INC	60,907	$4M	0.5%	ADD 4%
59	JQUAJ P MORGAN EXCHANGE TRADED F	71,254	$4M	0.5%	ADD 3%
60	JMBSJANUS DETROIT STR TR	88,289	$4M	0.4%	HOLD
61	OKLOOKLO INC	78,509	$4M	0.4%	NEW
62	VBVANGUARD INDEX FDS	14,392	$4M	0.4%	HOLD
63	GOOGALPHABET INC	12,308	$4M	0.4%	ADD 77%
64	RDDTREDDIT INC	24,543	$3M	0.4%	TRIM −13%
65	IWDISHARES TR	14,293	$3M	0.3%	HOLD
66	GLDSPDR GOLD TR	7,013	$3M	0.3%	ADD 8%
67	IBBISHARES TR	16,234	$3M	0.3%	HOLD
68	LMBSFIRST TR EXCHANGE-TRADED FD	53,191	$3M	0.3%	TRIM −4%
69	FLOTISHARES TR	47,317	$2M	0.3%	TRIM −4%
70	XTISHARES TR	30,209	$2M	0.2%	HOLD
71	ITOTISHARES TR	14,393	$2M	0.2%	TRIM −2%
72	BXSLBLACKSTONE SECD LENDING FD	84,649	$2M	0.2%	TRIM −80%
73	ONEQFIDELITY COMWLTH TR	22,850	$2M	0.2%	HOLD
74	SPSBSPDR SERIES TRUST	62,591	$2M	0.2%	HOLD
75	XOMEXXON MOBIL CORP	10,788	$2M	0.2%	ADD 10%
76	IVVISHARES TR	2,740	$2M	0.2%	ADD 7%
77	VOOVANGUARD INDEX FDS	2,960	$2M	0.2%	TRIM −5%
78	ETBEATON VANCE TAX MNGED BUY WR	119,355	$2M	0.2%	NEW
79	EPDENTERPRISE PRODS PARTNERS L	43,400	$2M	0.2%	NEW
80	VXFVANGUARD INDEX FDS	7,746	$2M	0.2%	ADD 18%
81	MCDMCDONALDS CORP	5,041	$2M	0.2%	ADD 252%
82	VTVVANGUARD INDEX FDS	7,891	$2M	0.2%	TRIM −4%
83	BNDWVANGUARD SCOTTSDALE FDS	22,636	$2M	0.2%	HOLD
84	MINOPIMCO ETF TR	33,887	$2M	0.2%	ADD 17%
85	IJRISHARES TR	11,497	$1M	0.2%	HOLD
86	SPABSPDR SERIES TRUST	54,239	$1M	0.2%	TRIM −2%
87	VVVANGUARD INDEX FDS	4,349	$1M	0.1%	TRIM −7%
88	ABBVABBVIE INC	5,561	$1M	0.1%	ADD 10%
89	WMTWALMART INC	9,721	$1M	0.1%	HOLD
90	FDNFIRST TR EXCHANGE-TRADED FD	5,032	$1M	0.1%	HOLD
91	LLYELI LILLY & CO	1,276	$1M	0.1%	ADD 60%
92	PKWINVESCO EXCHANGE TRADED FD T	8,618	$1M	0.1%	HOLD
93	VEAVANGUARD TAX-MANAGED FDS	17,593	$1M	0.1%	HOLD
94	VEUVANGUARD INTL EQUITY INDEX F	14,949	$1M	0.1%	TRIM −2%
95	SHYMBLACKROCK ETF TRUST II	48,680	$1M	0.1%	ADD 18%
96	PSLVSPROTT ASSET MANAGEMENT LP	43,861	$1M	0.1%	ADD 50%
97	IJHISHARES TR	15,449	$1M	0.1%	TRIM −3%
98	WMWASTE MGMT INC DEL	4,534	$1M	0.1%	ADD 267%
99	CVXCHEVRON CORP NEW	4,829	$999,049	0.1%	ADD 21%
100	MUNIPIMCO Intermediate Muni Bd Actv - ETF	18,775	$979,867	0.1%	ADD 18%
101	HDHOME DEPOT INC	2,969	$976,343	0.1%	ADD 108%
102	MARMARRIOTT INTL INC NEW	2,952	$965,489	0.1%	HOLD
103	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	21,984	$948,170	0.1%	ADD 11%
104	SSUSSTRATEGY SHS	19,877	$927,968	0.1%	TRIM −4%
105	XLFSELECT SECTOR SPDR TR	18,422	$909,494	0.1%	HOLD
106	QUALISHARES TR	4,675	$896,712	0.1%	HOLD
107	IWMISHARES TR	3,609	$894,934	0.1%	ADD 36%
108	BLKBLACKROCK INC	860	$827,318	0.1%	ADD 70%
109	ESGUISHARES TR	5,806	$821,085	0.1%	HOLD
110	DBEFDBX ETF TR	16,260	$803,244	0.1%	HOLD
111	IWVISHARES TR	2,154	$798,445	0.1%	HOLD
112	VVISA INC	2,626	$793,732	0.1%	HOLD
113	DGXQUEST DIAGNOSTICS INC	4,000	$783,920	0.1%	HOLD
114	USMVISHARES TR	8,302	$769,927	0.1%	TRIM −26%
115	ORLYOREILLY AUTOMOTIVE INC	8,295	$765,711	0.1%	HOLD
116	VGTVANGUARD WORLD FD	1,074	$749,351	0.1%	NEW
117	HCAHCA HEALTHCARE INC	1,580	$747,719	0.1%	HOLD
118	GSGOLDMAN SACHS GROUP INC	879	$743,625	0.1%	HOLD
119	VWOVANGUARD INTL EQUITY INDEX F	13,741	$742,701	0.1%	ADD 133%
120	EMLPFirst TR. Ex. Tr. FD N. American Energy	16,588	$724,232	0.1%	HOLD
121	VBRVANGUARD INDEX FDS	3,282	$713,015	0.1%	HOLD
122	TTTRANE TECHNOLOGIES PLC	1,709	$712,209	0.1%	HOLD
123	AIVLWISDOMTREE TR	6,120	$708,141	0.1%	HOLD
124	IWRISHARES TR	6,893	$670,206	0.1%	HOLD
125	RTXRTX CORPORATION	3,415	$658,835	0.1%	HOLD
126	OTFBLUE OWL TECHNOLOGY FINANCE	50,744	$628,718	0.1%	ADD 78%
127	XNEAXNUVEEN AMT FREE QLTY MUN INC	54,911	$616,651	0.1%	ADD 15%
128	DIASPDR DOW JONES INDL AVERAGE	1,321	$611,874	0.1%	NEW
129	CSCOCISCO SYS INC	7,471	$579,647	0.1%	ADD 32%
130	SPTMSPDR SERIES TRUST	7,194	$568,758	0.1%	HOLD
131	XLYSELECT SECTOR SPDR TR	5,204	$567,132	0.1%	HOLD
132	VTIVANGUARD INDEX FDS	1,753	$562,477	0.1%	HOLD
133	COSTCOSTCO WHSL CORP NEW	563	$560,990	0.1%	HOLD
134	SNDASONIDA SENIOR LIVING INC	16,592	$535,092	0.1%	NEW
135	CATCATERPILLAR INC	754	$534,179	0.1%	HOLD
136	XLCSELECT SECTOR SPDR TR	4,815	$533,791	0.1%	HOLD
137	DFACDIMENSIONAL ETF TRUST	13,326	$517,848	0.1%	HOLD
138	BACBANK AMERICA CORP	10,234	$498,891	0.1%	HOLD
139	FNDXSCHWAB STRATEGIC TR	17,738	$494,003	0.1%	ADD 32%
140	VPLVANGUARD INTL EQUITY INDEX F	5,037	$492,266	0.1%	HOLD
141	WFCWELLS FARGO CO NEW	6,091	$484,905	0.1%	NEW
142	IWFISHARES TR	1,136	$484,390	0.1%	HOLD
143	CDECOEUR MNG INC	25,523	$479,067	0.1%	NEW
144	SPYMSPDR SERIES TRUST	6,134	$469,496	0.1%	HOLD
145	VFQYVANGUARD WELLINGTON FD	3,129	$466,949	0.1%	HOLD
146	GOVTISHARES TR	20,304	$465,165	0.1%	HOLD
147	IBMINTERNATIONAL BUSINESS MACHS	1,917	$464,662	0.1%	ADD 14%
148	LMTLOCKHEED MARTIN CORP	764	$461,459	0.1%	HOLD
149	PEPPEPSICO INC	2,912	$452,204	0.0%	TRIM −4%
150	SMLFiShares MSCI Multifactor USA Small-Cap ETF	5,881	$443,957	0.0%	HOLD
151	EQWLINVESCO EXCHANGE TRADED FD T	3,842	$442,752	0.0%	ADD 37%
152	XLISELECT SECTOR SPDR TR	2,735	$442,332	0.0%	HOLD
153	LINLINDE PLC	888	$440,235	0.0%	ADD 7%
154	IEFAISHARES TR	4,784	$433,096	0.0%	HOLD
155	BXBLACKSTONE INC	3,651	$419,828	0.0%	ADD 19%
156	JNJJOHNSON & JOHNSON	1,710	$418,107	0.0%	TRIM −8%
157	BILSPDR SERIES TRUST	4,547	$416,687	0.0%	HOLD
158	MRKMERCK & CO INC	3,367	$404,987	0.0%	TRIM −5%
159	VOEVANGUARD INDEX FDS	2,143	$394,985	0.0%	HOLD
160	FBTFirst Trust NYSE Arca Biotech ETF	1,938	$389,189	0.0%	HOLD
161	UPSUNITED PARCEL SERVICE INC	3,905	$384,174	0.0%	HOLD
162	SCHPSCHWAB STRATEGIC TR	14,309	$380,762	0.0%	TRIM −12%
163	PGPROCTER AND GAMBLE CO	2,614	$377,495	0.0%	ADD 81%
164	ASMLASML HOLDING N V	285	$376,437	0.0%	HOLD
165	AORISHARES TR	5,754	$370,270	0.0%	HOLD
166	TAT&T INC	12,439	$360,615	0.0%	ADD 6%
167	JSIJANUS DETROIT STR TR	6,934	$357,448	0.0%	ADD 26%
168	TSEMTOWER SEMICONDUCTOR LTD	2,000	$350,960	0.0%	HOLD
169	RCLROYAL CARIBBEAN GROUP	1,271	$349,754	0.0%	HOLD
170	VBILVANGUARD INSTL INDEX FD	4,457	$337,172	0.0%	HOLD
171	IEURISHARES TR	4,727	$332,166	0.0%	ADD 20%
172	DRIDARDEN RESTAURANTS INC	1,691	$331,504	0.0%	HOLD
173	IEMGISHARES INC	4,712	$328,662	0.0%	ADD 59%
174	MTUMISHARES TR	1,366	$327,826	0.0%	HOLD
175	QTECFIRST TR EXCHANGE-TRADED FD	1,515	$327,210	0.0%	HOLD
176	ILFISHARES TR	9,131	$324,333	0.0%	HOLD
177	PANWPALO ALTO NETWORKS INC	1,990	$319,037	0.0%	HOLD
178	FXLFIRST TR EXCHANGE-TRADED FD	1,980	$314,563	0.0%	HOLD
179	MOALTRIA GROUP INC	4,703	$310,381	0.0%	NEW
180	EFAISHARES TR	3,128	$303,823	0.0%	HOLD
181	IBITISHARES BITCOIN TRUST ETF	7,845	$301,405	0.0%	NEW
182	PWRQUANTA SVCS INC	546	$299,765	0.0%	HOLD
183	UNHUNITEDHEALTH GROUP INC	1,090	$295,010	0.0%	ADD 56%
184	MOATVANECK ETF TRUST	3,050	$294,935	0.0%	HOLD
185	SSRMSSR MINING IN	10,000	$293,724	0.0%	NEW
186	SCHWSCHWAB CHARLES CORP	3,115	$292,785	0.0%	HOLD
187	GBTCGRAYSCALE BITCOIN TRUST ETF	5,356	$282,583	0.0%	TRIM −9%
188	XLVSELECT SECTOR SPDR TR	1,912	$280,318	0.0%	HOLD
189	TDIVFIRST TR EXCHANGE TRADED FD	2,959	$277,140	0.0%	HOLD
190	VSSVANGUARD INTL EQUITY INDEX F	1,866	$272,048	0.0%	HOLD
191	TFCTRUIST FINL CORP	5,887	$270,622	0.0%	NEW
192	CVSCVS HEALTH CORP	3,767	$270,546	0.0%	NEW
193	KOCOCA COLA CO	3,544	$269,521	0.0%	TRIM −7%
194	PMPHILIP MORRIS INTL INC	1,596	$263,883	0.0%	TRIM −19%
195	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	2,979	$263,528	0.0%	TRIM −97%
196	SLVISHARES SILVER TR	3,830	$260,976	0.0%	HOLD
197	VBKVANGUARD INDEX FDS	857	$259,028	0.0%	HOLD
198	USIGISHARES TR	4,982	$255,228	0.0%	HOLD
199	URNMSPROTT FDS TR	4,000	$252,600	0.0%	NEW
200	GBFHGBANK FINL HLDGS INC	9,385	$251,143	0.0%	TRIM −9%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JCPBJ P MORGAN EXCHANGE TRADED F

573K

566K

578K

592K

855K

869K

$41M

VUGVANGUARD INDEX FDS

74K

82K

84K

89K

90K

$40M

DFLVDIMENSIONAL ETF TRUST

922K

943K

947K

974K

1.0M

$36M

JAAAJANUS DETROIT STR TR

233K

843K

868K

914K

708K

694K

$35M

DFAXDIMENSIONAL ETF TRUST

737K

399K

755K

790K

803K

811K

$28M

AMZNAMAZON COM INC

119K

123K

133K

126K

120K

130K

$27M

GOOGLALPHABET INC

37K

39K

56K

80K

79K

77K

$22M

AAPLAPPLE INC

70K

71K

79K

88K

77K

85K

$21M

NVDANVIDIA CORPORATION

44K

55K

82K

103K

106K

$19M

SEIXVIRTUS ETF TR II

—

20K

726K

738K

$17M

FBNDFIDELITY TOTAL BOND ETF

—

372K

$17M

MSFTMICROSOFT CORP

28K

30K

35K

36K

37K

42K

$15M

JPIBJ P MORGAN EXCHANGE TRADED F

—

312K

$15M

TSLATESLA INC

12K

17K

39K

40K

$15M

EVTRMORGAN STANLEY ETF TRUST

—

258K

277K

289K

290K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Destiny Wealth Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 1,148 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Destiny Wealth Partners, LLC