RWM Asset Management

Destiny Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 211 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 5.0 $44M 89k 486.78
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.7 $41M 855k 47.56
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.2 $37M 1.0M 35.71
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $36M 708k 50.77
Amazon (AMZN) 3.3 $29M 120k 238.42
Dimensional Etf Trust World Ex Us Core (DFAX) 3.2 $28M 803k 34.79
Alphabet Cap Stk Cl A (GOOGL) 3.0 $26M 79k 333.26
Select Sector Spdr Tr State Street Tec (XLK) 2.3 $20M 137k 146.08
NVIDIA Corporation (NVDA) 2.3 $20M 106k 186.47
Apple (AAPL) 2.2 $20M 77k 255.41
Microsoft Corporation (MSFT) 2.0 $18M 37k 470.28
Tesla Motors (TSLA) 2.0 $17M 40k 435.20
Ssga Active Etf Tr State Street Dou (TOTL) 2.0 $17M 426k 40.32
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 1.9 $17M 726k 23.33
Vaneck Etf Trust Uranium And Nucl (NLR) 1.8 $16M 106k 148.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $15M 184k 83.10
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.7 $15M 289k 51.75
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $15M 200k 74.10
Global X Fds Us Infr Dev Etf (PAVE) 1.7 $14M 282k 51.12
Stryker Corporation (SYK) 1.6 $14M 38k 356.98
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $14M 60k 224.58
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 1.6 $14M 281k 48.21
Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $13M 251k 52.43
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.4 $13M 164k 76.84
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.4 $12M 166k 72.09
Ishares Tr Broad Usd High (USHY) 1.3 $12M 310k 37.67
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $12M 392k 29.60
Broadcom (AVGO) 1.3 $12M 35k 324.85
Ssga Active Etf Tr State Street Bla (SRLN) 1.3 $11M 270k 41.26
Blackstone Secd Lending Common Stock (BXSL) 1.3 $11M 422k 26.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.3 $11M 15.00 726420.00
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.2 $10M 409k 25.04
Spdr Series Trust State Street Spd (SDY) 1.2 $10M 69k 146.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $9.7M 16k 625.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $8.8M 18k 483.47
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $8.4M 90k 93.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $7.6M 11k 692.73
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $7.3M 163k 44.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $7.3M 49k 148.41
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.8 $7.3M 284k 25.56
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $6.9M 145k 47.28
Crowdstrike Hldgs Cl A (CRWD) 0.8 $6.7M 14k 468.33
Palantir Technologies Cl A (PLTR) 0.8 $6.6M 40k 167.47
Advanced Micro Devices (AMD) 0.7 $6.3M 25k 251.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $6.2M 42k 145.84
Meta Platforms Cl A (META) 0.7 $6.1M 9.1k 672.38
Reddit Cl A (RDDT) 0.7 $6.0M 28k 213.63
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.7 $5.7M 115k 49.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $5.1M 113k 44.93
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.6 $5.0M 64k 79.29
Uber Technologies (UBER) 0.6 $4.8M 59k 81.98
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $4.7M 96k 49.53
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.5 $4.6M 68k 68.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $4.5M 16k 283.49
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $4.5M 69k 64.62
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.5 $4.0M 88k 45.96
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.9M 14k 273.99
Netflix (NFLX) 0.4 $3.9M 46k 85.70
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $3.7M 13k 299.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.1M 14k 219.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.0M 6.5k 464.70
Ishares Tr Ishares Biotech (IBB) 0.3 $2.9M 16k 175.85
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $2.8M 56k 50.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.5M 49k 51.01
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 6.9k 333.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.2M 15k 151.61
Ishares Tr Future Exponenti (XT) 0.3 $2.2M 30k 72.77
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $2.1M 23k 92.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.0M 3.1k 637.09
Spdr Series Trust State Street Spd (SPSB) 0.2 $1.9M 63k 30.26
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 2.6k 695.92
Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M 8.2k 198.26
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $1.6M 23k 69.01
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.5M 12k 128.14
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.5M 4.7k 319.31
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.4M 6.6k 219.17
Spdr Series Trust State Street Spd (SPAB) 0.2 $1.4M 56k 25.84
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.3M 5.0k 266.49
Exxon Mobil Corporation (XOM) 0.2 $1.3M 9.8k 134.84
Pimco Etf Tr Muni Income Opp (MINO) 0.2 $1.3M 29k 45.58
JPMorgan Chase & Co. (JPM) 0.1 $1.3M 4.2k 301.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M 15k 77.77
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $1.2M 8.6k 136.15
Wal-Mart Stores (WMT) 0.1 $1.2M 9.9k 117.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.2M 18k 66.08
Abbvie (ABBV) 0.1 $1.1M 5.1k 220.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.1M 16k 69.61
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.1M 11k 95.52
Strategy Day Hagan Smart (SSUS) 0.1 $1.0M 21k 49.63
Sprott Asset Management Physical Silver (PSLV) 0.1 $1.0M 29k 34.91
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $984k 18k 53.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $963k 4.7k 203.73
Marriott Intl Cl A (MAR) 0.1 $935k 3.0k 316.67
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $922k 41k 22.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $895k 5.9k 151.13
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $882k 20k 44.55
Visa Com Cl A (V) 0.1 $857k 2.6k 328.43
Ishares Tr Russell 3000 Etf (IWV) 0.1 $850k 2.2k 394.71
Eli Lilly & Co. (LLY) 0.1 $847k 797.00 1062.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $842k 16k 52.74
O'reilly Automotive (ORLY) 0.1 $832k 8.3k 100.24
Goldman Sachs (GS) 0.1 $819k 879.00 931.86
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $807k 16k 49.62
Hca Holdings (HCA) 0.1 $746k 1.6k 472.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $736k 3.3k 224.39
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $735k 6.1k 120.03
Quest Diagnostics Incorporated (DGX) 0.1 $730k 4.0k 182.53
Ishares Tr Russell 2000 Etf (IWM) 0.1 $699k 2.6k 264.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $693k 6.9k 100.46
Trane Technologies SHS (TT) 0.1 $674k 1.7k 394.16
Chevron Corporation (CVX) 0.1 $668k 4.0k 167.50
Raytheon Technologies Corp (RTX) 0.1 $663k 3.4k 194.11
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $656k 17k 39.52
Select Sector Spdr Tr State Street Con (XLY) 0.1 $637k 5.2k 122.32
Spdr Series Trust State Street Spd (SPTM) 0.1 $612k 7.3k 84.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $595k 1.7k 342.07
Blackrock (BLK) 0.1 $568k 506.00 1121.54
Select Sector Spdr Tr State Street Com (XLC) 0.1 $567k 4.8k 117.77
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $551k 48k 11.50
Home Depot (HD) 0.1 $550k 1.4k 386.46
Costco Wholesale Corporation (COST) 0.1 $548k 560.00 977.67
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $544k 13k 40.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $535k 1.1k 471.18
Bank of America Corporation (BAC) 0.1 $526k 10k 52.02
Spdr Series Trust State Street Spd (SPYM) 0.1 $500k 6.1k 81.51
International Business Machines (IBM) 0.1 $500k 1.7k 296.33
Vanguard Wellington Us Quality (VFQY) 0.1 $496k 3.1k 158.37
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $491k 5.0k 97.46
Caterpillar (CAT) 0.1 $480k 754.00 635.92
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $474k 21k 23.07
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $464k 5.9k 78.94
Blackstone Group Inc Com Cl A (BX) 0.1 $459k 3.1k 150.07
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $450k 2.7k 164.38
Ishares Tr Core Msci Eafe (IEFA) 0.1 $449k 4.8k 93.85
McDonald's Corporation (MCD) 0.1 $448k 1.4k 312.96
Lockheed Martin Corporation (LMT) 0.1 $444k 763.00 581.56
Pepsi (PEP) 0.1 $441k 3.0k 145.86
Cisco Systems (CSCO) 0.1 $437k 5.7k 77.01
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $431k 16k 26.61
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $431k 6.3k 68.68
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $426k 1.9k 219.75
United Parcel Service CL B (UPS) 0.0 $418k 3.9k 106.97
Spdr Series Trust State Street Spd (BIL) 0.0 $417k 4.5k 91.59
Johnson & Johnson (JNJ) 0.0 $411k 1.9k 221.43
Asml Holding N V N Y Registry Shs (ASML) 0.0 $403k 285.00 1413.35
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $400k 5.9k 68.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $396k 2.1k 185.27
Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $387k 29k 13.55
Ishares Tr Core 60/40 Balan (AOR) 0.0 $382k 5.8k 66.41
Ishares Silver Tr Ishares (SLV) 0.0 $380k 3.9k 98.34
Merck & Co (MRK) 0.0 $380k 3.5k 107.39
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $379k 13k 28.28
Linde SHS (LIN) 0.0 $377k 828.00 455.03
Royal Caribbean Cruises (RCL) 0.0 $373k 1.3k 293.15
Palo Alto Networks (PANW) 0.0 $368k 2.0k 184.22
First Tr Exchange-traded SHS (QTEC) 0.0 $364k 1.5k 240.23
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $352k 5.2k 68.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $351k 1.4k 256.95
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $347k 2.0k 175.16
GBank Financial Holdings (GBFH) 0.0 $347k 10k 33.70
Philip Morris International (PM) 0.0 $345k 2.0k 175.76
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $339k 2.8k 120.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $336k 5.9k 56.93
Darden Restaurants (DRI) 0.0 $332k 1.7k 196.43
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $331k 4.4k 75.60
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $327k 3.1k 107.16
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $321k 9.1k 35.12
Charles Schwab Corporation (SCHW) 0.0 $316k 3.1k 102.94
Ishares Tr Msci Eafe Etf (EFA) 0.0 $314k 3.1k 100.47
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $311k 5.1k 60.70
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $302k 1.9k 158.10
Walt Disney Company (DIS) 0.0 $300k 2.7k 111.31
Ishares Tr Core Msci Euro (IEUR) 0.0 $294k 4.0k 74.23
Thermo Fisher Scientific (TMO) 0.0 $293k 467.00 626.62
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $292k 3.0k 98.83
Intuit (INTU) 0.0 $288k 513.00 561.77
Janus Detroit Str Tr Henderson Securi (JSI) 0.0 $287k 5.5k 52.30
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $287k 1.9k 153.72
Waste Management (WM) 0.0 $284k 1.2k 230.25
Coca-Cola Company (KO) 0.0 $276k 3.8k 72.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $276k 857.00 321.93
At&t (T) 0.0 $276k 12k 23.45
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $259k 5.0k 52.05
Quanta Services (PWR) 0.0 $257k 546.00 470.77
Tower Semiconductor Shs New (TSEM) 0.0 $254k 2.0k 127.05
Accenture Plc Ireland Shs Class A (ACN) 0.0 $254k 903.00 280.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $252k 1.8k 139.63
UnitedHealth (UNH) 0.0 $246k 699.00 351.64
Select Sector Spdr Tr State Street Con (XLP) 0.0 $242k 2.9k 82.78
Ishares Gold Tr Ishares New (IAU) 0.0 $239k 2.5k 95.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $238k 4.0k 59.17
salesforce (CRM) 0.0 $234k 1.0k 229.40
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $232k 6.1k 38.27
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $231k 3.9k 58.94
Republic Services (RSG) 0.0 $224k 1.0k 219.08
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $223k 3.7k 60.80
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $222k 4.7k 46.73
Mastercard Incorporated Cl A (MA) 0.0 $217k 412.00 527.36
Procter & Gamble Company (PG) 0.0 $216k 1.4k 149.48
Ishares Core Msci Emkt (IEMG) 0.0 $215k 3.0k 72.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $210k 1.7k 121.38
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $210k 5.5k 37.96
Ishares Tr Msci Usa Value (VLUE) 0.0 $209k 1.4k 144.75
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $206k 3.5k 58.77
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $205k 4.2k 49.33
Arista Networks Com Shs (ANET) 0.0 $201k 1.4k 143.72
Newmont Mining Corporation (NEM) 0.0 $201k 1.6k 125.92
Alphatec Hldgs Com New (ATEC) 0.0 $157k 10k 15.68
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $84k 15k 5.69
Tela Bio (TELA) 0.0 $51k 53k 0.97
Hive Digital Technologies Lt Com New (HIVE) 0.0 $30k 10k 3.03