RWM Asset Management

Destiny Wealth Partners as of June 30, 2026

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