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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, JAAA, DFAX, and represent 26.72% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$36M), DSCO (+$15M), XTL (+$15M), XBI (+$14M), CRWD (+$6.2M), VO, JAAA, USHY, DFUV, SPCX.
Started 14 new stock positions in XTL, DSCO, PLUG, TIGO, ROK, BUFR, SNA, VONE, DFUV, DFAT. WSM, GPK, HON, SPCX.
Reduced shares in these 10 stocks: AMZN (-$15M), IYM (-$14M), FCOM (-$14M), QQQ (-$13M), IGLB (-$13M), SYK (-$12M), AAPL (-$9.5M), SPY (-$7.1M), BRK.A (-$6.9M), MSFT (-$6.9M).
Sold out of its positions in ADT, AFL, AGCO, AGNC, AES, AMN, ANGI, APG, T, ARKF.
Destiny Wealth Partners was a net seller of stock by $-229M.
Destiny Wealth Partners has $709M in assets under management (AUM), dropping by -22.48%.
Central Index Key (CIK): 0001844369

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.2	$44M	+467%	514k	85.20	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	5.7	$40M	-2%	989k	40.68	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.6	$40M		865k	46.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.1	$37M	+4%	723k	50.50	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$29M	-2%	794k	36.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$21M	-24%	58k	356.13	View chart
Amazon (AMZN)	2.9	$21M	-41%	76k	271.58	View chart
Apple (AAPL)	2.4	$17M	-36%	54k	308.91	View chart
NVIDIA Corporation (NVDA)	2.2	$15M	-27%	77k	200.75	View chart
Doubleline Etf Trust Secur Cr Etf (DSCO)	2.1	$15M	NEW	610k	24.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.1	$15M	-5%	267k	56.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$15M	-5%	165k	89.51	View chart
Spdr Series Trust St Str Sp Telco (XTL)	2.0	$15M	NEW	70k	208.16	View chart
Vaneck Etf Trust Clo Etf (CLOI)	2.0	$14M		270k	52.99	View chart
Spdr Series Trust St Str Sp Biot (XBI)	2.0	$14M	+261488%	94k	147.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$14M	-2%	240k	57.27	View chart
Ishares Tr Broad Usd High (USHY)	1.9	$14M	+6%	369k	36.78	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	1.9	$14M	-21%	583k	23.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$13M	-20%	298k	44.72	View chart
Microsoft Corporation (MSFT)	1.8	$13M	-35%	27k	464.72	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.7	$12M	-21%	133k	91.83	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	1.6	$12M	-20%	232k	49.88	View chart
Broadcom (AVGO)	1.4	$10M	-28%	26k	389.28	View chart
Tesla Motors (TSLA)	1.4	$10M	-19%	32k	311.21	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	1.3	$9.5M	-2%	218k	43.79	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.3	$9.1M	-39%	189k	47.87	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	1.3	$9.0M	+222%	47k	190.86	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$9.0M	-21%	311k	28.92	View chart
Advanced Micro Devices (AMD)	1.2	$8.7M	-28%	18k	476.15	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.1	$8.0M	-19%	329k	24.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$7.8M	-46%	32k	239.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$7.7M	-16%	15k	511.54	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	1.1	$7.5M	-3%	152k	49.03	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	1.0	$7.2M	-4%	281k	25.61	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.0	$6.8M	-39%	143k	47.29	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.9	$6.6M	-16%	62k	106.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.5M	+174%	80k	80.95	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$5.7M	+3%	114k	49.54	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.7	$5.1M	-52%	33k	155.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$5.0M	-39%	192k	26.15	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.7	$5.0M	-5%	59k	85.08	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$4.9M	-4%	110k	44.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.7	$4.9M	-4%	68k	72.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$4.9M	-59%	6.6k	747.03	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.7	$4.8M	-4%	63k	76.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$4.8M	-3%	96k	49.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$4.6M	-41%	29k	161.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$4.6M	-60%	6.00	766600.00	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.6	$4.0M	+3%	91k	44.12	View chart
Palantir Technologies Cl A (PLTR)	0.6	$4.0M	-19%	32k	123.06	View chart
Meta Platforms Cl A (META)	0.5	$3.9M	-26%	6.9k	556.67	View chart
Pimco Dynamic Income SHS (PDI)	0.5	$3.6M	-38%	228k	16.00	View chart
Uber Technologies (UBER)	0.5	$3.5M	-17%	50k	70.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$3.4M	-47%	22k	155.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.7M	+3%	55k	49.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.6M		7.0k	371.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.5M	+3%	49k	51.06	View chart
Oklo Com Cl A (OKLO)	0.3	$2.5M	-18%	64k	38.83	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$2.2M	-63%	13k	175.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	-15%	2.3k	750.45	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$1.5M		22k	67.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.5M		4.3k	343.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.4M	-68%	4.6k	295.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.3M	+6%	16k	82.85	View chart
Abbvie (ABBV)	0.2	$1.3M	-8%	5.1k	250.93	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$1.2M	-12%	48k	25.11	View chart
Reddit Cl A (RDDT)	0.2	$1.1M	-68%	7.8k	140.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	-92%	1.6k	687.89	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	-36%	6.9k	155.44	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.0M	-17%	7.1k	146.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.0M		4.6k	219.32	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$1.0M	-7%	19k	54.48	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$932k		4.0k	233.01	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$859k	-43%	19k	44.82	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$855k	+3%	46k	18.80	View chart
O'reilly Automotive (ORLY)	0.1	$726k	-2%	8.1k	89.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$711k	-88%	2.0k	351.79	View chart
Marriott Intl Cl A (MAR)	0.1	$707k	-35%	1.9k	372.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$668k	-84%	1.9k	356.65	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$667k	-77%	3.6k	186.43	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$633k	-39%	11k	56.94	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$629k	-3%	6.9k	90.73	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.1	$615k	-42%	28k	22.14	View chart
Hca Holdings (HCA)	0.1	$608k	-4%	1.5k	402.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$598k	-7%	1.6k	368.30	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$569k	-5%	4.9k	116.09	View chart
Wal-Mart Stores (WMT)	0.1	$566k	-47%	5.1k	111.20	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$558k	-5%	13k	44.49	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$545k	-43%	11k	51.75	View chart
Darden Restaurants (DRI)	0.1	$542k	+57%	2.7k	203.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$539k		6.1k	87.90	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$521k		4.8k	108.24	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$506k		5.9k	86.23	View chart
Cisco Systems (CSCO)	0.1	$503k	-41%	4.3k	115.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$503k	NEW	9.0k	55.59	View chart
Bank of America Corporation (BAC)	0.1	$498k	-21%	8.0k	61.95	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$492k		2.7k	179.84	View chart
Space Exploration Techn Corp Class A Com Stk Call Option (SPCX)	0.1	$486k	NEW	4.5k	108.37	View chart
United Parcel Svcs CL B (UPS)	0.1	$478k	+17%	4.6k	104.23	View chart
Royal Caribbean Cruises (RCL)	0.1	$476k	+17%	1.5k	318.30	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.1	$466k	+31%	9.1k	50.98	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$463k	NEW	1.4k	337.74	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$462k	NEW	13k	36.77	View chart
Snowflake Com Shs (SNOW)	0.1	$461k	+359%	1.6k	293.28	View chart
Visa Com Cl A (V)	0.1	$447k	-53%	1.2k	366.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$447k		20k	22.45	View chart
Tower Semiconductor Shs New (TSEM)	0.1	$439k		2.0k	219.67	View chart
Allstate Corporation (ALL)	0.1	$414k	+76%	1.6k	264.08	View chart
Johnson & Johnson (JNJ)	0.1	$414k	-5%	1.6k	256.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$409k		1.4k	299.59	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$393k		5.7k	68.53	View chart
Merck & Co (MRK)	0.1	$386k	-11%	3.0k	130.21	View chart
Caterpillar (CAT)	0.1	$385k	-37%	472.00	814.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$384k	-59%	2.3k	163.65	View chart
Coeur Mng Com New (CDE)	0.1	$372k	-2%	25k	14.91	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$359k		4.7k	76.69	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$356k	-42%	32k	11.27	View chart
McDonald's Corporation (MCD)	0.0	$354k	-74%	1.3k	270.64	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$338k		4.5k	75.73	View chart
Quanta Services (PWR)	0.0	$334k	-8%	500.00	667.36	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$330k		3.1k	108.08	View chart
Coca-Cola Company (KO)	0.0	$330k	+6%	3.8k	87.59	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$327k		3.0k	110.47	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$319k	+13%	2.1k	150.53	View chart
International Business Machines (IBM)	0.0	$318k	-25%	1.4k	223.65	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$309k	-15%	4.0k	77.60	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$308k	-70%	6.6k	47.01	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$308k	-84%	13k	23.10	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$294k	-87%	3.7k	79.58	View chart
UnitedHealth (UNH)	0.0	$274k	-39%	660.00	414.40	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$272k	+173%	5.3k	51.29	View chart
Honeywell International (HON)	0.0	$267k	NEW	1.1k	243.05	View chart
Amgen (AMGN)	0.0	$267k	+24%	693.00	385.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$266k	+122%	4.3k	62.31	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$261k		5.4k	48.73	View chart
Goldman Sachs (GS)	0.0	$259k	-71%	254.00	1018.38	View chart
Ssr Mining (SSRM)	0.0	$256k		10k	25.62	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$254k	-18%	1.6k	162.55	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$251k		5.0k	50.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$251k		1.3k	191.14	View chart
Pepsi (PEP)	0.0	$250k	-38%	1.8k	139.55	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$249k		2.9k	85.05	View chart
Procter & Gamble Company (PG)	0.0	$246k	-34%	1.7k	144.49	View chart
Lamb Weston Hldgs (LW)	0.0	$243k	+14346%	4.6k	52.55	View chart
Home Depot (HD)	0.0	$243k	-75%	732.00	331.79	View chart
Hanover Insurance (THG)	0.0	$239k	+505%	1.0k	232.63	View chart
Waste Management (WM)	0.0	$239k	-76%	1.1k	226.55	View chart
Capital One Financial (COF)	0.0	$235k	+83%	1.1k	209.07	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$235k		1.7k	135.96	View chart
Citigroup Com New (C)	0.0	$234k	+22%	1.8k	132.45	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$232k	-53%	23k	9.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$231k	-93%	919.00	251.82	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$230k		4.2k	55.32	View chart
Brown Forman Corp CL B (BF.B)	0.0	$230k	+1254%	8.0k	28.73	View chart
Morgan Stanley Com New (MS)	0.0	$229k	+334%	1.1k	210.42	View chart
Deere & Company (DE)	0.0	$226k		381.00	592.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$225k	-87%	1.0k	219.95	View chart
Union Pacific Corporation (UNP)	0.0	$224k	+63%	767.00	292.30	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$222k	+10%	918.00	241.57	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.0	$215k	NEW	2.3k	95.50	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$212k		3.6k	59.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$211k	NEW	3.0k	70.73	View chart
Snap-on Incorporated (SNA)	0.0	$210k	NEW	511.00	410.41	View chart
Graphic Packaging Holding Company (GPK)	0.0	$209k	NEW	20k	10.73	View chart
Colgate-Palmolive Company (CL)	0.0	$209k	+412%	2.3k	91.30	View chart
American Financial (AFG)	0.0	$208k	+1178%	1.5k	141.73	View chart
Williams-Sonoma (WSM)	0.0	$207k	NEW	907.00	228.66	View chart
Msc Indl Direct Cl A (MSM)	0.0	$207k	+948%	1.7k	123.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$204k		1.5k	135.25	View chart
Eversource Energy (ES)	0.0	$203k	+567%	2.8k	71.59	View chart
Evergy (EVRG)	0.0	$203k	+476%	2.4k	83.01	View chart
Rockwell Automation (ROK)	0.0	$202k	NEW	421.00	480.43	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$201k		3.8k	52.36	View chart
Brunswick Corporation (BC)	0.0	$200k	+914%	2.5k	79.00	View chart
First Majestic Silver Corp (AG)	0.0	$150k		10k	15.03	View chart
Hecla Mining Company (HL)	0.0	$141k	-17%	10k	14.12	View chart
Energy Fuels Com New (UUUU)	0.0	$114k		10k	11.44	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$95k		10k	9.52	View chart
Equinox Gold Corp equities (EQX)	0.0	$90k		10k	8.95	View chart
Enovix Corp (ENVX)	0.0	$82k		20k	4.09	View chart
Endeavour Silver Corp (EXK)	0.0	$77k		10k	7.52	View chart
Tela Bio (TELA)	0.0	$38k		53k	0.73	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$28k		10k	2.83	View chart
Plug Pwr Com New (PLUG)	0.0	$21k	NEW	10k	2.06	View chart

Past Filings by Destiny Wealth Partners

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

Destiny Wealth Partners 2026 Q2 filed Aug. 7, 2026
Destiny Wealth Partners 2026 Q1 filed May 11, 2026
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

View all past filings

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