RWM Asset Management

Destiny Wealth Partners as of Sept. 30, 2025

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