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RWM Asset Management

Latest statistics and disclosures from Destiny Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, JCPB, DFLV, JAAA, AMZN, and represent 21.32% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SEIX (+$17M), PAVE (+$14M), VCLT (+$13M), JCPB (+$13M), XLK (+$9.9M), VMBS (+$6.9M), AMD (+$6.3M), NFLX, DFIV, VUG.
Started 17 new stock positions in OTF, JSI, SOXL, IAU, IEMG, NEM, IJS, VLUE, EWX, SLV. PM, AMD, BOTZ, AMLP, VCLT, TSEM, VMBS.
Reduced shares in these 10 stocks: XLF (-$13M), JAAA (-$10M), BIV (-$8.8M), JEPI (-$7.6M), AVDV, ONEV, AAPL, AMZN, VTIP, PEP.
Sold out of its positions in ADBE, AVDV, HIG, AGG, SHY, JEPI, MSTR, ORCL, ONEV, BIV. ARBE.
Destiny Wealth Partners was a net buyer of stock by $47M.
Destiny Wealth Partners has $872M in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001844369

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 211 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	5.0	$44M	+6%	89k	486.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.7	$41M	+44%	855k	47.56	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.2	$37M	+6%	1.0M	35.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.1	$36M	-22%	708k	50.77	View chart
Amazon (AMZN)	3.3	$29M	-4%	120k	238.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.2	$28M		803k	34.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$26M		79k	333.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.3	$20M	+98%	137k	146.08	View chart
NVIDIA Corporation (NVDA)	2.3	$20M	+3%	106k	186.47	View chart
Apple (AAPL)	2.2	$20M	-13%	77k	255.41	View chart
Microsoft Corporation (MSFT)	2.0	$18M	+4%	37k	470.28	View chart
Tesla Motors (TSLA)	2.0	$17M		40k	435.20	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	2.0	$17M	+4%	426k	40.32	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	1.9	$17M	+3525%	726k	23.33	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.8	$16M		106k	148.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$15M		184k	83.10	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.7	$15M	+4%	289k	51.75	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.7	$15M		200k	74.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.7	$14M	+5445%	282k	51.12	View chart
Stryker Corporation (SYK)	1.6	$14M		38k	356.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$14M	+2%	60k	224.58	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.6	$14M		281k	48.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$13M	+34%	251k	52.43	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.4	$13M	NEW	164k	76.84	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$12M	+5%	166k	72.09	View chart
Ishares Tr Broad Usd High (USHY)	1.3	$12M	+4%	310k	37.67	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$12M	+4%	392k	29.60	View chart
Broadcom (AVGO)	1.3	$12M		35k	324.85	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.3	$11M	+5%	270k	41.26	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.3	$11M		422k	26.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.3	$11M		15.00	726420.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.2	$10M	+4%	409k	25.04	View chart
Spdr Series Trust State Street Spd (SDY)	1.2	$10M		69k	146.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$9.7M		16k	625.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$8.8M		18k	483.47	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$8.4M	+7%	90k	93.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$7.6M	+12%	11k	692.73	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.8	$7.3M	-3%	163k	44.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$7.3M		49k	148.41	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.8	$7.3M	+12%	284k	25.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$6.9M	NEW	145k	47.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$6.7M	+7%	14k	468.33	View chart
Palantir Technologies Cl A (PLTR)	0.8	$6.6M		40k	167.47	View chart
Advanced Micro Devices (AMD)	0.7	$6.3M	NEW	25k	251.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$6.2M		42k	145.84	View chart
Meta Platforms Cl A (META)	0.7	$6.1M	+5%	9.1k	672.38	View chart
Reddit Cl A (RDDT)	0.7	$6.0M		28k	213.63	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$5.7M	-5%	115k	49.76	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$5.1M		113k	44.93	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.6	$5.0M		64k	79.29	View chart
Uber Technologies (UBER)	0.6	$4.8M	+2%	59k	81.98	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$4.7M	-14%	96k	49.53	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$4.6M	+3%	68k	68.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$4.5M		16k	283.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$4.5M		69k	64.62	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$4.0M		88k	45.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.9M		14k	273.99	View chart
Netflix (NFLX)	0.4	$3.9M	+990%	46k	85.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.7M		13k	299.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.1M		14k	219.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.0M	+39%	6.5k	464.70	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$2.9M		16k	175.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$2.8M	-6%	56k	50.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$2.5M	-5%	49k	51.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.3M		6.9k	333.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.2M		15k	151.61	View chart
Ishares Tr Future Exponenti (XT)	0.3	$2.2M		30k	72.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$2.1M		23k	92.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.0M		3.1k	637.09	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$1.9M	-21%	63k	30.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.8M	-6%	2.6k	695.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.6M	-3%	8.2k	198.26	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$1.6M		23k	69.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.5M		12k	128.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.5M		4.7k	319.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.4M		6.6k	219.17	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.4M	-2%	56k	25.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.3M		5.0k	266.49	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M	-8%	9.8k	134.84	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$1.3M	+8%	29k	45.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M		4.2k	301.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		15k	77.77	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.2M	-4%	8.6k	136.15	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	+12%	9.9k	117.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M		18k	66.08	View chart
Abbvie (ABBV)	0.1	$1.1M	-13%	5.1k	220.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M		16k	69.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.1M		11k	95.52	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$1.0M		21k	49.63	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.0M		29k	34.91	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$984k	-93%	18k	53.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$963k	-4%	4.7k	203.73	View chart
Marriott Intl Cl A (MAR)	0.1	$935k		3.0k	316.67	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$922k	+9%	41k	22.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$895k		5.9k	151.13	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$882k		20k	44.55	View chart
Visa Com Cl A (V)	0.1	$857k		2.6k	328.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$850k		2.2k	394.71	View chart
Eli Lilly & Co. (LLY)	0.1	$847k		797.00	1062.75	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$842k	+8%	16k	52.74	View chart
O'reilly Automotive (ORLY)	0.1	$832k	-27%	8.3k	100.24	View chart
Goldman Sachs (GS)	0.1	$819k		879.00	931.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$807k		16k	49.62	View chart
Hca Holdings (HCA)	0.1	$746k	-32%	1.6k	472.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$736k		3.3k	224.39	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$735k		6.1k	120.03	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$730k		4.0k	182.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$699k		2.6k	264.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$693k	-9%	6.9k	100.46	View chart
Trane Technologies SHS (TT)	0.1	$674k		1.7k	394.16	View chart
Chevron Corporation (CVX)	0.1	$668k		4.0k	167.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$663k		3.4k	194.11	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$656k		17k	39.52	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$637k	+100%	5.2k	122.32	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$612k	-6%	7.3k	84.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$595k	-6%	1.7k	342.07	View chart
Blackrock (BLK)	0.1	$568k		506.00	1121.54	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$567k		4.8k	117.77	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$551k	+7%	48k	11.50	View chart
Home Depot (HD)	0.1	$550k	-8%	1.4k	386.46	View chart
Costco Wholesale Corporation (COST)	0.1	$548k		560.00	977.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$544k		13k	40.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$535k		1.1k	471.18	View chart
Bank of America Corporation (BAC)	0.1	$526k		10k	52.02	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$500k		6.1k	81.51	View chart
International Business Machines (IBM)	0.1	$500k	-8%	1.7k	296.33	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$496k		3.1k	158.37	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$491k		5.0k	97.46	View chart
Caterpillar (CAT)	0.1	$480k		754.00	635.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$474k	-12%	21k	23.07	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$464k		5.9k	78.94	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$459k		3.1k	150.07	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$450k		2.7k	164.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$449k		4.8k	93.85	View chart
McDonald's Corporation (MCD)	0.1	$448k	-6%	1.4k	312.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$444k	-6%	763.00	581.56	View chart
Pepsi (PEP)	0.1	$441k	-58%	3.0k	145.86	View chart
Cisco Systems (CSCO)	0.1	$437k	-3%	5.7k	77.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$431k		16k	26.61	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$431k	NEW	6.3k	68.68	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$426k		1.9k	219.75	View chart
United Parcel Service CL B (UPS)	0.0	$418k		3.9k	106.97	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$417k		4.5k	91.59	View chart
Johnson & Johnson (JNJ)	0.0	$411k		1.9k	221.43	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$403k		285.00	1413.35	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$400k		5.9k	68.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$396k		2.1k	185.27	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$387k	NEW	29k	13.55	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$382k		5.8k	66.41	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$380k	NEW	3.9k	98.34	View chart
Merck & Co (MRK)	0.0	$380k	-4%	3.5k	107.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$379k		13k	28.28	View chart
Linde SHS (LIN)	0.0	$377k	-16%	828.00	455.03	View chart
Royal Caribbean Cruises (RCL)	0.0	$373k		1.3k	293.15	View chart
Palo Alto Networks (PANW)	0.0	$368k		2.0k	184.22	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$364k		1.5k	240.23	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$352k		5.2k	68.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$351k	-11%	1.4k	256.95	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$347k		2.0k	175.16	View chart
GBank Financial Holdings (GBFH)	0.0	$347k		10k	33.70	View chart
Philip Morris International (PM)	0.0	$345k	NEW	2.0k	175.76	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$339k		2.8k	120.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$336k		5.9k	56.93	View chart
Darden Restaurants (DRI)	0.0	$332k		1.7k	196.43	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$331k		4.4k	75.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$327k		3.1k	107.16	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$321k		9.1k	35.12	View chart
Charles Schwab Corporation (SCHW)	0.0	$316k		3.1k	102.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$314k		3.1k	100.47	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.0	$311k	NEW	5.1k	60.70	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$302k		1.9k	158.10	View chart
Walt Disney Company (DIS)	0.0	$300k	+3%	2.7k	111.31	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$294k		4.0k	74.23	View chart
Thermo Fisher Scientific (TMO)	0.0	$293k	-6%	467.00	626.62	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$292k		3.0k	98.83	View chart
Intuit (INTU)	0.0	$288k		513.00	561.77	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$287k	NEW	5.5k	52.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$287k		1.9k	153.72	View chart
Waste Management (WM)	0.0	$284k	-13%	1.2k	230.25	View chart
Coca-Cola Company (KO)	0.0	$276k		3.8k	72.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$276k		857.00	321.93	View chart
At&t (T)	0.0	$276k	-7%	12k	23.45	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$259k		5.0k	52.05	View chart
Quanta Services (PWR)	0.0	$257k		546.00	470.77	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$254k	NEW	2.0k	127.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$254k		903.00	280.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$252k		1.8k	139.63	View chart
UnitedHealth (UNH)	0.0	$246k		699.00	351.64	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$242k		2.9k	82.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$239k	NEW	2.5k	95.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$238k		4.0k	59.17	View chart
salesforce (CRM)	0.0	$234k	+20%	1.0k	229.40	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$232k		6.1k	38.27	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$231k		3.9k	58.94	View chart
Republic Services (RSG)	0.0	$224k		1.0k	219.08	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$223k		3.7k	60.80	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$222k	-22%	4.7k	46.73	View chart
Mastercard Incorporated Cl A (MA)	0.0	$217k	-19%	412.00	527.36	View chart
Procter & Gamble Company (PG)	0.0	$216k	-8%	1.4k	149.48	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$215k	NEW	3.0k	72.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$210k	NEW	1.7k	121.38	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$210k	NEW	5.5k	37.96	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$209k	NEW	1.4k	144.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$206k		3.5k	58.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$205k	NEW	4.2k	49.33	View chart
Arista Networks Com Shs (ANET)	0.0	$201k		1.4k	143.72	View chart
Newmont Mining Corporation (NEM)	0.0	$201k	NEW	1.6k	125.92	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$157k		10k	15.68	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$84k		15k	5.69	View chart
Tela Bio (TELA)	0.0	$51k		53k	0.97	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$30k		10k	3.03	View chart

Past Filings by Destiny Wealth Partners

SEC 13F filings are viewable for Destiny Wealth Partners going back to 2020

Destiny Wealth Partners 2025 Q4 filed Feb. 3, 2026
Destiny Wealth Partners 2025 Q3 filed Oct. 6, 2025
Destiny Wealth Partners 2025 Q2 filed July 16, 2025
Destiny Wealth Partners 2025 Q1 filed April 14, 2025
Destiny Wealth Partners 2024 Q4 filed Jan. 24, 2025
Destiny Wealth Partners 2024 Q3 filed Oct. 15, 2024
Destiny Wealth Partners 2024 Q2 filed July 25, 2024
Destiny Wealth Partners 2024 Q1 filed April 9, 2024
Destiny Wealth Partners 2023 Q4 filed Jan. 19, 2024
Destiny Wealth Partners 2023 Q3 filed Oct. 10, 2023
Destiny Wealth Partners 2023 Q2 filed July 26, 2023
Destiny Wealth Partners 2023 Q1 filed April 26, 2023
Destiny Wealth Partners 2022 Q4 filed Jan. 27, 2023
Destiny Wealth Partners 2022 Q3 filed Oct. 25, 2022
Destiny Wealth Partners 2022 Q2 filed July 15, 2022
Destiny Wealth Partners 2022 Q1 filed April 21, 2022

View all past filings

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