RWM Asset Management

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

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Positions held by RWM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 205 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.7 $46M +5% 914k 50.78
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Vanguard Index Fds Growth Etf (VUG) 4.9 $40M 84k 479.61
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Dimensional Etf Trust Us Large Cap Val (DFLV) 3.9 $32M +2% 974k 32.90
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.4 $28M +2% 592k 47.55
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Amazon (AMZN) 3.4 $28M -5% 126k 219.57
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Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $25M +4% 790k 31.38
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Apple (AAPL) 2.7 $22M +11% 88k 254.63
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Select Sector Spdr Tr Technology (XLK) 2.4 $19M 69k 281.86
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Alphabet Cap Stk Cl A (GOOGL) 2.4 $19M +41% 80k 243.10
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NVIDIA Corporation (NVDA) 2.4 $19M +25% 103k 186.58
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Microsoft Corporation (MSFT) 2.3 $19M +3% 36k 517.95
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Tesla Motors (TSLA) 2.1 $17M +124% 39k 444.72
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.0 $17M +7% 407k 40.57
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Select Sector Spdr Tr Financial (XLF) 1.8 $14M +2% 268k 53.87
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Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.7 $14M +7% 277k 51.45
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $14M +2% 200k 70.97
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Stryker Corporation (SYK) 1.7 $14M 38k 369.67
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Vaneck Etf Trust Uranium And Nucl (NLR) 1.7 $14M +30% 104k 135.65
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $14M +2% 184k 75.11
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.6 $13M +7% 276k 48.17
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Vanguard Specialized Funds Div App Etf (VIG) 1.6 $13M 59k 215.79
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.5 $12M 157k 76.01
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Broadcom (AVGO) 1.4 $12M -8% 35k 329.91
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.4 $11M 15.00 754200.00
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Ishares Tr Broad Usd High (USHY) 1.4 $11M +13% 297k 37.78
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $11M +7% 375k 29.73
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Blackstone Secd Lending Common Stock (BXSL) 1.3 $11M +6% 416k 26.07
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Ssga Active Etf Tr Blackstone Senr (SRLN) 1.3 $11M +14% 257k 41.58
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.2 $9.9M +7% 393k 25.13
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Spdr Series Trust S&p Divid Etf (SDY) 1.2 $9.7M 69k 140.05
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $9.4M +3% 16k 600.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $9.2M -3% 18k 502.74
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Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $8.8M 113k 78.09
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Dimensional Etf Trust Internatnal Val (DFIV) 1.1 $8.6M +2% 187k 46.12
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $7.6M +8% 133k 57.10
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $7.6M +2% 84k 89.57
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Palantir Technologies Cl A (PLTR) 0.9 $7.1M -22% 39k 182.42
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $6.9M 49k 140.95
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $6.9M +2% 169k 40.73
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Reddit Cl A (RDDT) 0.8 $6.6M -26% 29k 229.99
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Crowdstrike Hldgs Cl A (CRWD) 0.8 $6.5M -19% 13k 490.38
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.8 $6.5M +3% 253k 25.57
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $6.5M 9.7k 666.18
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Meta Platforms Cl A (META) 0.8 $6.3M -7% 8.6k 734.40
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.7 $6.1M 122k 49.83
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $5.9M 43k 137.80
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $5.7M +2% 113k 50.63
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Uber Technologies (UBER) 0.7 $5.6M -6% 58k 97.97
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $5.0M -8% 115k 43.92
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Netflix (NFLX) 0.6 $5.0M -23% 4.2k 1198.92
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.6 $4.7M +8% 63k 74.90
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $4.7M -7% 16k 293.80
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $4.6M 51k 89.03
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $4.3M -6% 69k 62.91
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J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.5 $4.2M +3% 66k 63.43
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.5 $4.0M 87k 45.67
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Spdr Series Trust Russell Low Vol (ONEV) 0.5 $3.8M +2% 28k 133.11
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.7M 13k 293.74
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.7M +4% 15k 254.28
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $3.0M 59k 49.79
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.9M -14% 14k 203.59
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.7M 52k 51.09
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Spdr Series Trust Portfolio Short (SPSB) 0.3 $2.4M 80k 30.29
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Ishares Tr Ishares Biotech (IBB) 0.3 $2.4M -78% 16k 144.37
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Ishares Tr Future Exponenti (XT) 0.3 $2.2M 30k 71.94
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.1M 15k 145.65
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $2.0M 23k 89.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 3.1k 612.38
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M +22% 2.8k 669.27
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.7M -3% 7.0k 243.55
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.7M +21% 4.7k 355.47
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $1.6M +23% 23k 69.66
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Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M +10% 8.4k 186.49
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $1.5M 57k 25.85
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.4M 4.7k 307.86
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.4M 5.0k 279.84
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.4M 12k 118.83
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.4M 6.6k 209.34
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Abbvie (ABBV) 0.2 $1.3M +9% 5.8k 231.54
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JPMorgan Chase & Co. (JPM) 0.2 $1.3M +2% 4.2k 315.43
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O'reilly Automotive (ORLY) 0.2 $1.2M 12k 107.81
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Exxon Mobil Corporation (XOM) 0.1 $1.2M -3% 11k 112.75
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $1.2M +34% 27k 45.31
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $1.2M 9.0k 132.48
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.1M 15k 71.37
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.1M -9% 11k 95.14
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 18k 59.92
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.0M +4% 16k 65.26
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Pepsi (PEP) 0.1 $1.0M +3% 7.3k 140.45
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Strategy Day Hagan Smart (SSUS) 0.1 $1.0M 21k 48.31
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Hca Holdings (HCA) 0.1 $995k 2.3k 426.20
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $959k +8% 4.9k 194.50
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Wal-Mart Stores (WMT) 0.1 $908k +44% 8.8k 103.06
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Visa Com Cl A (V) 0.1 $891k 2.6k 341.37
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $862k 5.9k 145.60
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Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $840k NEW 38k 22.34
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $816k 2.2k 378.94
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $814k +22% 20k 41.11
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Marriott Intl Cl A (MAR) 0.1 $769k +2% 3.0k 260.48
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $767k +28% 15k 52.28
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Quest Diagnostics Incorporated (DGX) 0.1 $762k 4.0k 190.58
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $755k 16k 46.42
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $733k 7.6k 96.55
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Trane Technologies SHS (TT) 0.1 $721k 1.7k 421.96
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Goldman Sachs (GS) 0.1 $700k +6% 879.00 796.35
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $699k 6.1k 114.28
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $685k +2% 3.3k 208.71
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $647k 2.7k 241.99
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $635k 17k 38.29
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $628k 7.8k 80.65
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Home Depot (HD) 0.1 $628k +30% 1.6k 405.12
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $624k 2.6k 239.64
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Chevron Corporation (CVX) 0.1 $618k +2% 4.0k 155.28
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $613k 1.9k 328.18
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Eli Lilly & Co. (LLY) 0.1 $608k 797.00 763.00
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Blackrock (BLK) 0.1 $590k 506.00 1165.87
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Raytheon Technologies Corp (RTX) 0.1 $571k 3.4k 167.31
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Select Sector Spdr Tr Communication (XLC) 0.1 $570k 4.8k 118.37
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $542k 24k 23.12
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $532k 1.1k 468.41
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $532k 5.9k 89.77
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International Business Machines (IBM) 0.1 $522k +97% 1.9k 282.16
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Blackstone Group Inc Com Cl A (BX) 0.1 $522k +50% 3.1k 170.85
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Costco Wholesale Corporation (COST) 0.1 $522k +8% 564.00 925.63
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Bank of America Corporation (BAC) 0.1 $520k +9% 10k 51.59
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $514k 13k 38.57
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $510k NEW 45k 11.39
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $485k 6.2k 78.34
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Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $473k NEW 20k 23.59
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Vanguard Wellington Us Quality (VFQY) 0.1 $472k 3.1k 150.82
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Linde SHS (LIN) 0.1 $471k 992.00 475.00
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McDonald's Corporation (MCD) 0.1 $466k +15% 1.5k 303.86
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Sprott Asset Management Physical Silver (PSLV) 0.1 $460k -8% 29k 15.70
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $443k 5.0k 87.84
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $437k 5.9k 74.35
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $436k 16k 26.95
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Select Sector Spdr Tr Indl (XLI) 0.1 $422k 2.7k 154.23
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $418k 4.8k 87.31
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $417k -44% 4.5k 91.75
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Royal Caribbean Cruises (RCL) 0.1 $411k 1.3k 323.58
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Palo Alto Networks (PANW) 0.0 $406k 2.0k 203.62
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Lockheed Martin Corporation (LMT) 0.0 $405k +14% 812.00 499.24
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GBank Financial Holdings (GBFH) 0.0 $404k 10k 39.27
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Cisco Systems (CSCO) 0.0 $404k +33% 5.9k 68.42
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $396k +12% 1.5k 256.45
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $373k 2.1k 174.58
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $370k 5.8k 64.38
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At&t (T) 0.0 $360k -6% 13k 28.24
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Caterpillar (CAT) 0.0 $360k NEW 754.00 477.15
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $352k +10% 13k 26.30
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Intuit (INTU) 0.0 $350k 513.00 682.91
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First Tr Exchange-traded SHS (QTEC) 0.0 $348k 1.5k 229.61
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $348k 1.9k 179.29
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Johnson & Johnson (JNJ) 0.0 $343k +33% 1.9k 185.42
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $341k 5.2k 65.87
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First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $333k 2.0k 167.99
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $331k NEW 4.4k 75.61
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $322k 2.8k 114.68
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Darden Restaurants (DRI) 0.0 $322k 1.7k 190.36
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United Parcel Service CL B (UPS) 0.0 $321k NEW 3.8k 83.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $319k +31% 5.9k 54.18
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Waste Management (WM) 0.0 $316k 1.4k 220.83
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Merck & Co (MRK) 0.0 $312k +31% 3.7k 83.94
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $302k NEW 3.1k 99.10
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Walt Disney Company (DIS) 0.0 $299k -8% 2.6k 114.52
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Charles Schwab Corporation (SCHW) 0.0 $293k 3.1k 95.47
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $292k +7% 3.1k 93.37
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Mastercard Incorporated Cl A (MA) 0.0 $292k -13% 513.00 568.81
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $292k 3.0k 98.59
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Strategy Cl A New (MSTR) 0.0 $287k -4% 890.00 322.21
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Ishares Tr Core Total Usd (IUSB) 0.0 $285k 6.1k 46.71
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $276k +14% 285.00 968.09
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Ishares Tr Core Msci Euro (IEUR) 0.0 $269k 4.0k 68.12
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Oracle Corporation (ORCL) 0.0 $267k NEW 948.00 281.24
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $266k 1.9k 139.17
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $266k +3% 1.9k 142.55
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Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $264k 9.1k 28.89
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $260k 5.0k 52.22
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $257k NEW 1.8k 142.41
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $255k NEW 857.00 297.62
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Coca-Cola Company (KO) 0.0 $249k 3.8k 66.31
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Procter & Gamble Company (PG) 0.0 $243k +19% 1.6k 153.66
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $242k -2% 5.1k 47.63
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UnitedHealth (UNH) 0.0 $242k -29% 700.00 345.30
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Thermo Fisher Scientific (TMO) 0.0 $241k -2% 497.00 485.02
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Republic Services (RSG) 0.0 $235k 1.0k 229.48
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $229k 2.9k 78.37
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Quanta Services (PWR) 0.0 $226k 546.00 414.42
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $221k -21% 898.00 246.60
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First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $218k 3.7k 59.39
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $217k 2.2k 100.25
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $216k 6.1k 35.69
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $215k NEW 4.0k 53.40
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $213k NEW 3.9k 54.31
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $206k 3.5k 58.85
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Arista Networks Com Shs (ANET) 0.0 $204k NEW 1.4k 145.71
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Hartford Financial Services (HIG) 0.0 $202k NEW 1.5k 133.35
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salesforce (CRM) 0.0 $201k -10% 849.00 237.00
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Adobe Systems Incorporated (ADBE) 0.0 $201k 569.00 352.75
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $200k NEW 2.4k 82.96
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Alphatec Hldgs Com New (ATEC) 0.0 $145k NEW 10k 14.54
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Tela Bio (TELA) 0.0 $78k 53k 1.49
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $67k 15k 4.54
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Hive Digital Technologies Lt Com New (HIVE) 0.0 $40k 10k 4.03
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Arbe Robotics Ordinary Shares (ARBE) 0.0 $33k 20k 1.65
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Past Filings by Destiny Wealth Partners

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

View all past filings