RWM Asset Management

Destiny Wealth Partners as of June 30, 2025

Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 192 positions in its portfolio as reported in the June 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) 5.9 $44M 868k 50.75
Vanguard Index Fds Growth Etf (VUG) 4.9 $36M 82k 438.40
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.9 $29M 947k 31.02
Amazon (AMZN) 3.9 $29M 133k 219.39
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.7 $27M 578k 47.06
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $22M 755k 29.37
Microsoft Corporation (MSFT) 2.3 $17M 35k 497.40
Select Sector Spdr Tr Technology (XLK) 2.3 $17M 68k 253.23
Apple (AAPL) 2.2 $16M 79k 205.17
Stryker Corporation (SYK) 2.1 $15M 39k 395.63
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.0 $15M 378k 40.11
Select Sector Spdr Tr Financial (XLF) 1.8 $14M 260k 52.37
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.8 $13M 258k 50.87
NVIDIA Corporation (NVDA) 1.7 $13M 82k 157.99
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $13M 195k 64.81
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.7 $12M 256k 48.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $12M 179k 68.54
Blackstone Secd Lending Common Stock (BXSL) 1.6 $12M 390k 30.75
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $12M 58k 204.67
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.6 $12M 155k 75.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.5 $11M 15.00 728800.00
Broadcom (AVGO) 1.4 $11M 38k 275.65
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $10M 350k 29.28
Alphabet Cap Stk Cl A (GOOGL) 1.3 $9.9M 56k 176.23
Ishares Tr Broad Usd High (USHY) 1.3 $9.8M 262k 37.51
Ishares Tr Ishares Biotech (IBB) 1.3 $9.6M 76k 126.51
Spdr Series Trust S&p Divid Etf (SDY) 1.3 $9.5M 70k 135.73
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.3 $9.4M 225k 41.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $9.2M 19k 485.77
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.2 $9.2M 366k 25.03
Vaneck Etf Trust Uranium And Nucl (NLR) 1.2 $8.9M 80k 111.18
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $8.7M 113k 77.34
Crowdstrike Hldgs Cl A (CRWD) 1.1 $8.5M 17k 509.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $8.3M 15k 551.63
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $7.8M 182k 42.83
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $7.4M 82k 90.12
Netflix (NFLX) 1.0 $7.3M 5.4k 1339.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $7.0M 123k 56.85
Meta Platforms Cl A (META) 0.9 $6.9M 9.4k 738.10
Palantir Technologies Cl A (PLTR) 0.9 $6.8M 50k 136.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $6.6M 49k 133.31
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.8 $6.2M 245k 25.50
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $6.1M 164k 37.21
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $6.1M 122k 49.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $6.0M 9.8k 617.85
Reddit Cl A (RDDT) 0.8 $5.9M 39k 150.57
Uber Technologies (UBER) 0.8 $5.8M 62k 93.30
Tesla Motors (TSLA) 0.7 $5.6M 18k 317.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $5.5M 43k 128.52
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $5.5M 110k 50.27
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.7 $5.1M 125k 40.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $4.9M 17k 284.39
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $4.4M 73k 60.05
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $4.0M 51k 79.28
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $4.0M 58k 69.00
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.5 $4.0M 88k 45.05
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.5 $3.8M 64k 59.21
Spdr Series Trust Russell Low Vol (ONEV) 0.5 $3.6M 28k 129.10
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.5M 13k 279.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $3.3M 14k 236.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.3M 17k 194.23
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $2.9M 60k 49.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.7M 52k 51.02
Spdr Series Trust Portfolio Short (SPSB) 0.3 $2.4M 80k 30.19
Ishares Tr Exponential Tech (XT) 0.3 $2.0M 31k 65.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.0M 15k 135.04
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.8M 23k 80.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.8M 3.1k 568.03
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.5M 45k 32.65
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $1.5M 57k 25.60
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.4M 2.3k 620.90
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.4M 5.0k 269.33
Vanguard Index Fds Value Etf (VTV) 0.2 $1.3M 7.6k 176.74
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.3M 4.7k 285.30
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $1.3M 19k 69.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 7.2k 177.39
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 6.6k 192.71
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3M 12k 109.29
Exxon Mobil Corporation (XOM) 0.2 $1.2M 11k 107.80
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 4.1k 289.91
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M 3.8k 304.83
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.2M 12k 93.87
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $1.1M 9.1k 123.60
O'reilly Automotive (ORLY) 0.1 $1.0M 11k 90.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 15k 67.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1000k 18k 57.01
Abbvie (ABBV) 0.1 $981k 5.3k 185.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $946k 15k 62.02
Pepsi (PEP) 0.1 $939k 7.1k 132.04
Strategy Day Hagan Smart (SSUS) 0.1 $934k 21k 44.97
Visa Com Cl A (V) 0.1 $931k 2.6k 355.10
Hca Holdings (HCA) 0.1 $895k 2.3k 383.10
Pimco Etf Tr Muni Income Opp (MINO) 0.1 $872k 20k 44.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $835k 4.6k 182.82
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $801k 5.9k 135.30
Marriott Intl Cl A (MAR) 0.1 $787k 2.9k 273.23
Ishares Tr Russell 3000 Etf (IWV) 0.1 $756k 2.2k 351.00
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $748k 8.2k 91.73
Trane Technologies SHS (TT) 0.1 $748k 1.7k 437.41
Quest Diagnostics Incorporated (DGX) 0.1 $719k 4.0k 179.63
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $711k 16k 43.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $698k 7.6k 91.97
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $692k 6.1k 113.06
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $640k 16k 39.66
Eli Lilly & Co. (LLY) 0.1 $624k 801.00 779.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $623k 3.2k 195.01
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $622k 17k 37.51
Wal-Mart Stores (WMT) 0.1 $598k 6.1k 97.78
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $587k 7.8k 74.89
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $585k 11k 51.36
Goldman Sachs (GS) 0.1 $584k 825.00 707.75
Ishares Tr Russell 2000 Etf (IWM) 0.1 $576k 2.7k 215.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $568k 1.9k 303.93
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $566k 2.6k 217.33
Chevron Corporation (CVX) 0.1 $556k 3.9k 143.19
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $539k 24k 22.98
Blackrock (BLK) 0.1 $531k 506.00 1049.25
Select Sector Spdr Tr Communication (XLC) 0.1 $523k 4.8k 108.53
Costco Wholesale Corporation (COST) 0.1 $513k 518.00 989.94
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $509k 6.0k 84.83
Raytheon Technologies Corp (RTX) 0.1 $497k 3.4k 146.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $482k 1.1k 424.58
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $478k 13k 35.84
Linde SHS (LIN) 0.1 $465k 992.00 469.18
Vanguard Wellington Us Quality (VFQY) 0.1 $450k 3.1k 143.72
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $446k 6.1k 72.69
Home Depot (HD) 0.1 $435k 1.2k 366.64
Bank of America Corporation (BAC) 0.1 $434k 9.2k 47.32
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $432k 16k 26.68
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $414k 5.0k 82.18
Palo Alto Networks (PANW) 0.1 $411k 2.0k 204.64
Ishares Tr Core Msci Eafe (IEFA) 0.1 $406k 4.9k 83.48
Intuit (INTU) 0.1 $404k 513.00 787.63
Select Sector Spdr Tr Indl (XLI) 0.1 $404k 2.7k 147.52
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $400k 5.9k 67.95
Royal Caribbean Cruises (RCL) 0.1 $398k 1.3k 313.14
At&t (T) 0.1 $395k 14k 28.94
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $393k 32k 12.24
McDonald's Corporation (MCD) 0.1 $388k 1.3k 292.10
Microstrategy Cl A New (MSTR) 0.1 $376k 930.00 404.23
Darden Restaurants (DRI) 0.0 $369k 1.7k 217.97
GBank Financial Holdings (GBFH) 0.0 $364k 10k 35.41
Walt Disney Company (DIS) 0.0 $355k 2.9k 124.02
Ishares Tr Core 60/40 Balan (AOR) 0.0 $354k 5.8k 61.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $352k 2.1k 164.46
Accenture Plc Ireland Shs Class A (ACN) 0.0 $342k 1.1k 298.89
Mastercard Incorporated Cl A (MA) 0.0 $334k 595.00 561.94
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $330k 1.4k 240.32
Lockheed Martin Corporation (LMT) 0.0 $329k 711.00 463.31
Waste Management (WM) 0.0 $329k 1.4k 228.82
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $325k 5.2k 62.80
First Tr Exchange-traded SHS (QTEC) 0.0 $322k 1.5k 212.83
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $313k 1.9k 161.33
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $312k 2.0k 157.36
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $309k 2.8k 109.97
UnitedHealth (UNH) 0.0 $309k 989.00 311.97
Cisco Systems (CSCO) 0.0 $307k 4.4k 69.38
Blackstone Group Inc Com Cl A (BX) 0.0 $304k 2.0k 149.58
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $298k 12k 24.54
Ishares Tr Core Total Usd (IUSB) 0.0 $282k 6.1k 46.23
Charles Schwab Corporation (SCHW) 0.0 $280k 3.1k 91.24
International Business Machines (IBM) 0.0 $276k 936.00 294.78
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $267k 3.0k 90.17
Coca-Cola Company (KO) 0.0 $266k 3.8k 70.74
Ishares Tr Core Msci Euro (IEUR) 0.0 $262k 4.0k 66.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $260k 2.9k 89.39
salesforce (CRM) 0.0 $258k 947.00 272.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $258k 1.9k 134.79
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $256k 5.0k 51.44
Republic Services (RSG) 0.0 $252k 1.0k 246.61
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $242k 1.8k 134.39
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $239k 9.1k 26.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $237k 2.9k 80.97
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $227k 5.2k 43.58
Merck & Co (MRK) 0.0 $224k 2.8k 79.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $222k 4.5k 49.46
Adobe Systems Incorporated (ADBE) 0.0 $219k 567.00 386.88
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $214k 2.2k 99.20
Johnson & Johnson (JNJ) 0.0 $212k 1.4k 152.76
Abbott Laboratories (ABT) 0.0 $211k 1.6k 135.98
Procter & Gamble Company (PG) 0.0 $210k 1.3k 159.28
Thermo Fisher Scientific (TMO) 0.0 $207k 510.00 405.46
Quanta Services (PWR) 0.0 $206k 546.00 378.08
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $206k 3.7k 56.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $206k 3.5k 58.78
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $203k 4.2k 48.86
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $201k 6.1k 33.21
Asml Holding N V N Y Registry Shs (ASML) 0.0 $200k 250.00 801.39
Tela Bio (TELA) 0.0 $102k 53k 1.94
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $63k 15k 4.25
Arbe Robotics Ordinary Shares (ARBE) 0.0 $36k 20k 1.78
Hive Digital Technologies Lt Com New (HIVE) 0.0 $18k 10k 1.80