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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, DFLV, JCPB, AMZN, DFAX, and represent 21.03% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SCHI (+$12M), FCOM (+$11M), BIV (+$5.9M), AVGO (+$5.8M), PULS (+$5.1M), RDDT, NVDA, PLTR, TSLA, DFLV.
Started 16 new stock positions in ORCL, FCOM, PLTR, MSTR, ORLY, BRK.A, BIV, AMLP, HUBS, CLOI. TMO, JPST, SCHI, LRCX, PULS, MA.
Reduced shares in these 10 stocks: GIGB (-$12M), , AVIG (-$6.0M), SHV, JPXN, DRIV, MLPX, Lam Research Corporation, BAH, VWO.
Sold out of its positions in AVIG, BAH, DRIV, GIGB, ICCT, JPXN, SHV, Lam Research Corporation, WBND, VWO. VIS.
Destiny Wealth Partners was a net buyer of stock by $36M.
Destiny Wealth Partners has $612M in assets under management (AUM), dropping by 7.36%.
Central Index Key (CIK): 0001844369

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 167 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	4.9	$30M		74k	410.44	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.5	$28M	+8%	922k	30.03	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.3	$26M	+4%	573k	46.07	View chart
Amazon (AMZN)	4.3	$26M		119k	219.39	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.0	$18M	+3%	737k	24.86	View chart
Apple (AAPL)	2.9	$18M	+3%	70k	250.42	View chart
Stryker Corporation (SYK)	2.4	$15M		42k	360.05	View chart
Select Sector Spdr Tr Technology (XLK)	2.4	$15M		63k	232.52	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.3	$14M	+9%	359k	39.39	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$12M	+7%	431k	28.67	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.0	$12M	+3%	382k	32.31	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.0	$12M	NEW	555k	22.07	View chart
Microsoft Corporation (MSFT)	1.9	$12M	+4%	28k	421.50	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$12M		244k	48.33	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.9	$12M	+11%	233k	50.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$11M		58k	195.83	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.8	$11M	+6%	228k	49.16	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.7	$11M	NEW	179k	58.70	View chart
Reddit Cl A (RDDT)	1.7	$10M	+71%	63k	163.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$9.5M	+2%	162k	58.79	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.5	$9.1M		69k	132.10	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$8.7M		238k	36.79	View chart
Ishares Tr Ishares Biotech (IBB)	1.4	$8.7M	+3%	66k	132.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$8.6M	+2%	135k	63.45	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.4	$8.4M	+2%	202k	41.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$8.3M		18k	453.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.3	$8.2M		103k	79.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$8.0M	+17%	16k	511.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$7.4M	+2%	207k	35.48	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	1.2	$7.3M	-9%	121k	60.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$7.0M	+6%	37k	189.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$6.9M	+12%	12k	586.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$6.6M	+4%	114k	57.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$6.5M		51k	127.59	View chart
Broadcom (AVGO)	1.0	$6.3M	+1211%	27k	231.84	View chart
NVIDIA Corporation (NVDA)	1.0	$6.0M	+209%	44k	134.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$5.9M	NEW	79k	74.73	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$5.6M	+6%	89k	63.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$5.4M	+2%	21k	264.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$5.3M		15k	342.16	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$5.1M	NEW	103k	49.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$5.1M	-2%	44k	117.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$4.9M		66k	74.78	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.8	$4.9M		153k	31.92	View chart
Ishares Tr Exponential Tech (XT)	0.8	$4.8M		81k	59.66	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.8	$4.7M	+2%	111k	42.10	View chart
Meta Platforms Cl A (META)	0.7	$4.3M		7.4k	585.52	View chart
Netflix (NFLX)	0.7	$4.2M		4.7k	891.32	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$4.2M	+2%	113k	37.17	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.7	$4.1M	+2%	93k	44.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$4.1M	+2%	44k	92.72	View chart
Tesla Motors (TSLA)	0.6	$3.8M	+531%	9.4k	403.84	View chart
salesforce (CRM)	0.6	$3.7M		11k	334.33	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$3.7M		61k	60.47	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.6	$3.4M		27k	125.47	View chart
Uber Technologies (UBER)	0.5	$3.3M	+4%	54k	60.32	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$3.3M		50k	65.08	View chart
Palantir Technologies Cl A (PLTR)	0.5	$3.2M	NEW	43k	75.63	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.5	$2.9M	+3%	45k	63.33	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.4	$2.6M	+3%	54k	49.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.5M	+9%	11k	240.29	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.5M	+6%	51k	48.67	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$2.4M		80k	29.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.3M	+7%	44k	50.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$2.2M		46k	48.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.1M	+2%	16k	128.62	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$2.0M		80k	25.45	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$1.7M		23k	76.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.7M		3.1k	538.81	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$1.4M		58k	24.99	View chart
Snap Cl A (SNAP)	0.2	$1.4M	-2%	132k	10.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.4M		2.4k	588.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.4M	NEW	2.00	680920.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.3M		41k	31.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.3M		4.7k	269.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	-2%	6.6k	190.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M		6.6k	189.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.2M		5.0k	243.17	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$1.1M	-3%	9.5k	115.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$998k	-2%	11k	88.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$991k		23k	42.61	View chart
Exxon Mobil Corporation (XOM)	0.2	$991k		9.2k	107.57	View chart
Pepsi (PEP)	0.2	$926k		6.1k	152.07	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$922k		21k	45.06	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$900k	+5%	13k	68.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$892k		16k	57.41	View chart
O'reilly Automotive (ORLY)	0.1	$891k	NEW	751.00	1185.80	View chart
Strategy Day Hagan Ned (SSUS)	0.1	$874k		21k	42.07	View chart
Abbvie (ABBV)	0.1	$860k		4.8k	177.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$852k	+5%	4.8k	178.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$814k	+5%	3.4k	242.13	View chart
Oracle Corporation (ORCL)	0.1	$790k	NEW	4.7k	166.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$777k		6.0k	128.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$743k	+4%	16k	47.82	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$737k	+42%	8.1k	91.43	View chart
Hca Holdings (HCA)	0.1	$680k		2.3k	300.15	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$673k		16k	41.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$673k	+19%	7.6k	88.40	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$652k		6.1k	106.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$615k	+44%	2.1k	289.81	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$613k		12k	51.73	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$603k		4.0k	150.86	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$591k		17k	35.65	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$584k		2.6k	224.35	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$570k		8.0k	71.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$568k	+24%	2.6k	220.96	View chart
Marriott Intl Cl A (MAR)	0.1	$539k		1.9k	278.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$539k	-2%	24k	22.98	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$538k		16k	33.34	View chart
Nextera Energy (NEE)	0.1	$496k		6.9k	71.69	View chart
JPMorgan Chase & Co. (JPM)	0.1	$494k	+5%	2.1k	239.71	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$466k		4.8k	96.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$461k		13k	34.59	View chart
Servicenow (NOW)	0.1	$446k	+17%	421.00	1060.12	View chart
Chevron Corporation (CVX)	0.1	$443k		3.1k	144.82	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$443k	+11%	6.0k	74.02	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$441k		3.1k	140.89	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$423k		6.1k	68.94	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$418k	+100%	16k	25.83	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$397k	-6%	5.9k	67.50	View chart
McDonald's Corporation (MCD)	0.1	$392k	-3%	1.4k	289.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$382k	NEW	725.00	526.57	View chart
Visa Com Cl A (V)	0.1	$378k	+12%	1.2k	316.14	View chart
Darden Restaurants (DRI)	0.1	$372k	-7%	2.0k	186.69	View chart
Merck & Co (MRK)	0.1	$370k	+56%	3.7k	99.49	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$360k	+2%	2.7k	131.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$354k	+25%	2.1k	169.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$346k		2.1k	161.77	View chart
Home Depot (HD)	0.1	$342k	+2%	879.00	388.99	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$322k		1.9k	166.21	View chart
Royal Caribbean Cruises (RCL)	0.1	$320k		1.4k	230.69	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$313k		5.2k	60.59	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$301k	+6%	31k	9.65	View chart
Bank of America Corporation (BAC)	0.0	$299k		6.8k	43.95	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$294k		2.0k	148.55	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$285k		1.5k	188.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$285k	-9%	1.4k	206.92	View chart
Walt Disney Company (DIS)	0.0	$283k	-4%	2.5k	111.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$279k	-6%	6.2k	45.20	View chart
Lam Research Corp Com New (LRCX)	0.0	$274k	NEW	3.8k	72.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$266k	+12%	1.3k	198.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$263k		1.9k	137.57	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$260k		3.7k	71.04	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$251k		5.0k	50.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$250k	+29%	3.6k	70.28	View chart
Wal-Mart Stores (WMT)	0.0	$249k	-2%	2.8k	90.35	View chart
Coca-Cola Company (KO)	0.0	$244k		3.9k	62.25	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$243k	NEW	4.6k	52.77	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$232k		3.0k	78.46	View chart
Microstrategy Cl A New (MSTR)	0.0	$232k	NEW	800.00	289.62	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$230k		2.9k	78.61	View chart
UnitedHealth (UNH)	0.0	$229k		453.00	505.86	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$229k		5.2k	44.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$228k	NEW	4.5k	50.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$228k		3.9k	58.18	View chart
Procter & Gamble Company (PG)	0.0	$223k		1.3k	167.63	View chart
Hubspot (HUBS)	0.0	$220k	NEW	316.00	696.77	View chart
Thermo Fisher Scientific (TMO)	0.0	$220k	NEW	423.00	520.23	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$216k		4.0k	53.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$211k		5.2k	40.41	View chart
Advanced Micro Devices (AMD)	0.0	$211k	+27%	1.7k	120.79	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$206k	NEW	4.3k	48.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$206k		1.8k	114.48	View chart
Republic Services (RSG)	0.0	$206k		1.0k	201.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$205k		2.1k	96.90	View chart
Trane Technologies SHS (TT)	0.0	$200k	-5%	542.00	369.35	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$29k	-8%	10k	2.85	View chart

Past Filings by Destiny Wealth Partners

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

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
Destiny Wealth Partners 2021 Q4 filed Jan. 20, 2022
Destiny Wealth Partners 2021 Q3 filed Oct. 28, 2021
RWM Asset Management 2021 Q2 filed July 27, 2021
RWM Asset Management 2021 Q1 filed April 22, 2021

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