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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 JCPB, VUG, DFLV, JAAA, DFAX, and represent 19.59% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FBND (+$17M), JPIB (+$15M), IYM (+$14M), CLOI (+$14M), IGLB (+$13M), PYLD (+$8.3M), IDHQ (+$7.9M), PDI (+$6.3M), VO, OKLO.
Started 939 new stock positions in AIG, EOG, IGV, VRTX, LCID, DLTR, BABA, IGIB, GPC, AUB.
Reduced shares in these 10 stocks: TOTL (-$17M), XLK (-$14M), VCLT (-$12M), BXSL (-$8.0M), VIGI (-$7.7M), NLR, VOT, JBBB, DFLV, JAAA.
Sold out of its positions in IWP, EWX.
Destiny Wealth Partners was a net buyer of stock by $102M.
Destiny Wealth Partners has $914M in assets under management (AUM), dropping by 4.93%.
Central Index Key (CIK): 0001844369

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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 1148 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Destiny Wealth Partners has 1148 total positions. Only the first 250 positions are shown.

Sign up to view all of the Destiny Wealth Partners March 31, 2026 positions
Download the Destiny Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.5	$41M		869k	47.08	View chart
Vanguard Index Fds Growth Etf (VUG)	4.3	$40M		91k	436.79	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.0	$36M		1.0M	35.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.8	$35M	-2%	694k	50.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.0	$28M		811k	33.97	View chart
Amazon (AMZN)	3.0	$27M	+8%	130k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$22M	-2%	77k	287.56	View chart
Apple (AAPL)	2.3	$22M	+10%	85k	253.79	View chart
NVIDIA Corporation (NVDA)	2.0	$19M		106k	174.40	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	1.9	$17M		738k	23.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$17M	NEW	372k	45.62	View chart
Microsoft Corporation (MSFT)	1.7	$15M	+11%	42k	370.17	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.6	$15M	NEW	312k	47.82	View chart
Tesla Motors (TSLA)	1.6	$15M		40k	371.75	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.6	$15M		290k	50.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.6	$14M		283k	50.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$14M	-4%	175k	80.58	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	1.5	$14M	NEW	79k	175.92	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.5	$14M	NEW	265k	52.70	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.5	$14M		201k	68.12	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$13M		246k	52.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$13M		60k	215.06	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$13M	+11%	346k	36.84	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.4	$13M	NEW	253k	49.63	View chart
Stryker Corporation (SYK)	1.4	$12M		38k	328.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$12M	+33%	21k	577.17	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.2	$11M		397k	28.72	View chart
Broadcom (AVGO)	1.2	$11M		36k	309.51	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.2	$11M	-15%	239k	46.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.2	$11M		15.00	718140.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.2	$11M	+2%	170k	62.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$10M	+46%	16k	650.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.1	$10M		410k	24.91	View chart
Spdr Series Trust State Street Spd (SDY)	1.1	$10M		69k	145.94	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.1	$9.8M	-30%	74k	133.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$8.7M		18k	479.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$8.3M	+133%	29k	287.18	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$8.3M	NEW	318k	26.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$7.9M	NEW	224k	35.37	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.8	$7.5M	+3%	294k	25.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$7.2M		49k	148.10	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.7	$6.9M	-2%	159k	43.20	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$6.8M		145k	46.95	View chart
Pimco Dynamic Income SHS (PDI)	0.7	$6.3M	NEW	371k	17.11	View chart
Palantir Technologies Cl A (PLTR)	0.6	$5.9M	+2%	40k	146.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$5.9M		42k	138.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$5.7M	+2%	15k	390.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.6	$5.5M	-3%	110k	49.50	View chart
Meta Platforms Cl A (META)	0.6	$5.4M	+3%	9.4k	572.15	View chart
Advanced Micro Devices (AMD)	0.6	$5.2M	+2%	26k	203.43	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.1M	+315%	17k	294.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$5.0M	+3%	99k	49.95	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.5	$4.7M	-2%	62k	75.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$4.6M	-74%	35k	132.90	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$4.6M		115k	40.19	View chart
Netflix (NFLX)	0.5	$4.6M	+4%	47k	96.15	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$4.4M	-2%	66k	66.77	View chart
Uber Technologies (UBER)	0.5	$4.4M	+3%	61k	71.93	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$4.4M	+2%	71k	61.32	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.0M		88k	45.18	View chart
Oklo Com Cl A (OKLO)	0.4	$3.9M	NEW	79k	49.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$3.8M		14k	261.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.5M	+77%	12k	286.86	View chart
Reddit Cl A (RDDT)	0.4	$3.3M	-12%	25k	134.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.1M		14k	213.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.0M	+7%	7.0k	430.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$2.7M		16k	168.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$2.6M	-4%	53k	49.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$2.4M	-3%	47k	50.95	View chart
Ishares Tr Future Exponenti (XT)	0.2	$2.1M		30k	68.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.0M	-2%	14k	142.43	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$2.0M	-79%	85k	23.69	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$1.9M		23k	84.91	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$1.9M		63k	30.07	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	+10%	11k	169.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.8M	+6%	2.7k	653.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.8M	-5%	3.0k	597.55	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.2	$1.7M	NEW	119k	14.42	View chart
Enterprise Products Partners (EPD)	0.2	$1.6M	NEW	43k	37.84	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.6M	+17%	7.7k	205.80	View chart
McDonald's Corporation (MCD)	0.2	$1.6M	+252%	5.0k	310.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.5M	-3%	7.9k	196.20	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$1.5M		23k	68.35	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$1.5M	+17%	34k	45.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.4M		12k	124.31	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.4M	-2%	54k	25.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M	-6%	4.3k	298.84	View chart
Abbvie (ABBV)	0.1	$1.2M	+10%	5.6k	217.49	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		9.7k	124.28	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.2M		5.0k	234.03	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+60%	1.3k	919.77	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.1M		8.6k	131.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M		18k	64.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.1M	-2%	15k	75.10	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$1.1M	+18%	49k	22.02	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.1M	+49%	44k	24.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M	-2%	15k	67.53	View chart
Waste Management (WM)	0.1	$1.0M	+267%	4.5k	229.79	View chart
Chevron Corporation (CVX)	0.1	$999k	+21%	4.8k	206.89	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$980k	+17%	19k	52.19	View chart
Home Depot (HD)	0.1	$976k	+108%	3.0k	328.85	View chart
Marriott Intl Cl A (MAR)	0.1	$966k		3.0k	327.06	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$948k	+11%	22k	43.13	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$928k	-4%	20k	46.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$910k		18k	49.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$897k		4.7k	191.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$895k	+36%	3.6k	247.97	View chart
Blackrock (BLK)	0.1	$827k	+69%	860.00	962.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$821k		5.8k	141.42	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$803k		16k	49.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$798k		2.2k	370.68	View chart
Visa Com Cl A (V)	0.1	$794k		2.6k	302.26	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$784k		4.0k	195.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$770k	-25%	8.3k	92.74	View chart
O'reilly Automotive (ORLY)	0.1	$766k		8.3k	92.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$749k	NEW	1.1k	697.72	View chart
Hca Holdings (HCA)	0.1	$748k		1.6k	473.24	View chart
Goldman Sachs (GS)	0.1	$744k		879.00	845.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$743k	+133%	14k	54.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$724k		17k	43.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$713k		3.3k	217.25	View chart
Trane Technologies SHS (TT)	0.1	$712k		1.7k	416.74	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$708k		6.1k	115.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$670k		6.9k	97.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$659k		3.4k	192.92	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$629k	+77%	51k	12.39	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$617k	+14%	55k	11.23	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$612k	NEW	1.3k	463.19	View chart
Cisco Systems (CSCO)	0.1	$580k	+31%	7.5k	77.59	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$569k		7.2k	79.06	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$567k		5.2k	108.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$563k		1.8k	320.87	View chart
Costco Wholesale Corporation (COST)	0.1	$561k		563.00	996.43	View chart
Capital Sr Living Corp (SNDA)	0.1	$535k	NEW	17k	32.25	View chart
Caterpillar (CAT)	0.1	$534k		754.00	708.46	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$534k		4.8k	110.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$518k		13k	38.86	View chart
Bank of America Corporation (BAC)	0.1	$499k		10k	48.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$494k	+32%	18k	27.85	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$492k		5.0k	97.73	View chart
Wells Fargo & Company (WFC)	0.1	$485k	NEW	6.1k	79.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$484k		1.1k	426.40	View chart
Coeur Mng Com New (CDE)	0.1	$479k	NEW	26k	18.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$470k		6.1k	76.54	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$467k		3.1k	149.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$465k		20k	22.91	View chart
International Business Machines (IBM)	0.1	$465k	+13%	1.9k	242.39	View chart
Lockheed Martin Corporation (LMT)	0.1	$462k		764.00	604.00	View chart
Pepsi (PEP)	0.0	$452k	-3%	2.9k	155.29	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$444k		5.9k	75.49	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$443k	+36%	3.8k	115.24	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$442k		2.7k	161.73	View chart
Linde SHS (LIN)	0.0	$440k	+7%	888.00	495.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$433k		4.8k	90.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$420k	+19%	3.7k	114.99	View chart
Johnson & Johnson (JNJ)	0.0	$418k	-7%	1.7k	244.51	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$417k		4.5k	91.64	View chart
Merck & Co (MRK)	0.0	$405k	-4%	3.4k	120.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$395k		2.1k	184.31	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$389k		1.9k	200.82	View chart
United Parcel Svcs CL B (UPS)	0.0	$384k		3.9k	98.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$381k	-11%	14k	26.61	View chart
Procter & Gamble Company (PG)	0.0	$378k	+80%	2.6k	144.41	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$376k		285.00	1320.83	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$370k		5.8k	64.35	View chart
At&t (T)	0.0	$361k	+5%	12k	28.99	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$357k	+26%	6.9k	51.55	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$351k		2.0k	175.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$350k		1.3k	275.18	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$337k		4.5k	75.65	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$332k	+19%	4.7k	70.27	View chart
Darden Restaurants (DRI)	0.0	$332k		1.7k	196.04	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$329k	+58%	4.7k	69.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$328k		1.4k	239.99	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$327k		1.5k	215.98	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$324k		9.1k	35.52	View chart
Palo Alto Networks (PANW)	0.0	$319k		2.0k	160.32	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$315k		2.0k	158.87	View chart
Altria (MO)	0.0	$310k	NEW	4.7k	66.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$304k		3.1k	97.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$301k	NEW	7.8k	38.42	View chart
Quanta Services (PWR)	0.0	$300k		546.00	549.02	View chart
UnitedHealth (UNH)	0.0	$295k	+55%	1.1k	270.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$295k		3.1k	96.70	View chart
Ssr Mining (SSRM)	0.0	$294k	NEW	10k	29.37	View chart
Charles Schwab Corporation (SCHW)	0.0	$293k		3.1k	93.99	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$283k	-8%	5.4k	52.76	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$280k		1.9k	146.61	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$277k		3.0k	93.66	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$272k		1.9k	145.79	View chart
Truist Financial Corp equities (TFC)	0.0	$271k	NEW	5.9k	45.97	View chart
CVS Caremark Corporation (CVS)	0.0	$271k	NEW	3.8k	71.82	View chart
Coca-Cola Company (KO)	0.0	$270k	-6%	3.5k	76.05	View chart
Philip Morris International (PM)	0.0	$264k	-18%	1.6k	165.34	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$264k	-96%	3.0k	88.46	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$261k		3.8k	68.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$259k		857.00	302.25	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$255k		5.0k	51.23	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$253k	NEW	4.0k	63.15	View chart
GBank Financial Holdings (GBFH)	0.0	$251k	-8%	9.4k	26.76	View chart
Prologis (PLD)	0.0	$249k	NEW	1.9k	132.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$247k	+38%	1.2k	198.29	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$247k	NEW	4.3k	57.61	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.0	$246k		5.1k	47.91	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$240k		2.9k	81.98	View chart
Qualcomm (QCOM)	0.0	$234k	NEW	1.8k	128.80	View chart
Walt Disney Company (DIS)	0.0	$233k	-10%	2.4k	96.38	View chart
Global X Fds Global X Silver (SIL)	0.0	$232k	NEW	2.6k	90.08	View chart
Thermo Fisher Scientific (TMO)	0.0	$230k		467.00	491.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$228k		4.0k	56.79	View chart
Hecla Mining Company (HL)	0.0	$225k	NEW	12k	18.63	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$223k		6.1k	36.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$221k		2.5k	88.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$219k		4.2k	52.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$218k	NEW	3.6k	61.26	View chart
Mastercard Incorporated Cl A (MA)	0.0	$217k	+5%	435.00	499.66	View chart
Deere & Company (DE)	0.0	$216k	NEW	383.00	563.30	View chart
First Majestic Silver Corp (AG)	0.0	$215k	NEW	10k	21.48	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$215k		3.9k	54.80	View chart
ConocoPhillips (COP)	0.0	$214k	NEW	1.6k	132.00	View chart
Automatic Data Processing (ADP)	0.0	$211k	NEW	1.0k	203.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$208k	NEW	831.00	250.58	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$206k		3.7k	56.19	View chart
Hartford Financial Services (HIG)	0.0	$205k	NEW	1.5k	135.19	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$205k		3.5k	58.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$205k		1.7k	118.45	View chart
Vanguard World Energy Etf (VDE)	0.0	$203k	NEW	1.2k	173.04	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$201k	-8%	4.3k	46.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$199k	NEW	2.4k	82.57	View chart
Abbott Laboratories (ABT)	0.0	$199k	NEW	1.9k	102.69	View chart
Amgen (AMGN)	0.0	$196k	NEW	557.00	351.85	View chart
Honeywell International (HON)	0.0	$193k	NEW	854.00	226.03	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$191k	NEW	247.00	772.64	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$187k	-8%	1.3k	142.19	View chart
Intuit (INTU)	0.0	$187k	-15%	432.00	432.38	View chart
BP Sponsored Adr (BP)	0.0	$185k	NEW	3.9k	47.00	View chart
Zoetis Cl A (ZTS)	0.0	$185k	NEW	1.6k	118.21	View chart
Allstate Corporation (ALL)	0.0	$184k	NEW	887.00	207.34	View chart
Energy Fuels Com New (UUUU)	0.0	$183k	NEW	10k	18.25	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$182k		5.5k	33.22	View chart
Starbucks Corporation (SBUX)	0.0	$181k	NEW	2.0k	89.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$180k	NEW	3.6k	50.61	View chart
Lowe's Companies (LOW)	0.0	$178k	NEW	754.00	236.28	View chart
Nextera Energy (NEE)	0.0	$178k	NEW	1.9k	92.87	View chart
CSX Corporation (CSX)	0.0	$176k	NEW	4.3k	41.05	View chart
Labcorp Holdings Com Shs (LH)	0.0	$175k	NEW	657.00	266.81	View chart
Newmont Mining Corporation (NEM)	0.0	$173k		1.6k	108.25	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$173k	NEW	7.2k	23.96	View chart
Sprott Etf Trust Jr Gold Miners E (SGDJ)	0.0	$172k	NEW	2.0k	86.08	View chart
Arista Networks Com Shs (ANET)	0.0	$172k		1.4k	122.78	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 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
Destiny Wealth Partners 2022 Q2 filed July 15, 2022

View all past filings

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