1y return+13.1%S&P 500 +20.9%
3y return+39.0%S&P 500 +68.5%
5y return+26.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $133 against $200 in the S&P 500.2
Destiny Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $43.8M | 6.2% | −5.4% |
| DFLVDimensional Etf Trust | $40.2M | 5.7% | −2.6% |
| JCPBJ P Morgan Exchange Traded F | $39.9M | 5.6% | |
| JAAAJanus Detroit Str Tr | $36.5M | 5.2% | +4.2% |
| DFAXDimensional Etf Trust | $29.0M | 4.1% | −2.1% |
| GOOGLAlphabet Inc | $20.7M | 2.9% | −24.7% |
| AMZNAmazon Com Inc | $20.6M | 2.9% | −41.5% |
| AAPLApple Inc | $16.7M | 2.4% | −36.2% |
| NVDANvidia Corporation | $15.4M | 2.2% | −27.7% |
| DSCODoubleline Etf Trust | $15.1M | 2.1% | New |
| PAVEGlobal X Fds | $15.1M | 2.1% | −5.4% |
| AVEMAmerican Centy Etf Tr | $14.8M | 2.1% | −5.6% |
| XTLSpdr Series Trust | $14.5M | 2.0% | New |
| CLOIVaneck Etf Trust | $14.3M | 2.0% | +2.0% |
| XBISpdr Series Trust | $13.8M | 2.0% | +261488.9% |
| DFIVDimensional Etf Trust | $13.7M | 1.9% | −2.6% |
| USHYIshares Tr | $13.6M | 1.9% | +6.5% |
| SEIXVirtus Etf Tr II | $13.5M | 1.9% | −21.1% |
| FBNDFidelity Merrimack Str Tr | $13.3M | 1.9% | −20.1% |
| MSFTMicrosoft Corp | $12.5M | 1.8% | −35.5% |
| CIBRFirst Tr Exchange-traded Fd | $12.2M | 1.7% | −21.6% |
| EVTRMorgan Stanley Etf Trust | $11.6M | 1.6% | −20.1% |
| AVGOBroadcom Inc | $10.1M | 1.4% | −28.0% |
| TSLATesla Inc | $10.0M | 1.4% | −19.0% |
| IDHQInvesco Exch Traded Fd Tr II | $9.5M | 1.3% | −2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $15.4M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $20.7M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $10.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $8.7M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $16.7M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $7.7M |
| VUGVanguard Index Fds | December 31, 2020 | +104.0% | $43.8M |
| CIBRFirst Tr Exchange-traded Fd | December 31, 2020 | +102.5% | $12.2M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2024 | +99.2% | $9.0M |
| AVEMAmerican Centy Etf Tr | June 30, 2023 | +79.3% | $14.8M |
Sold off last quarter
- IYMIshares Tr was $14.0M
- FCOMFidelity Covington Trust was $13.7M
- IGLBIshares Tr was $12.5M
- SYKStryker Corporation was $12.4M
- VMBSVanguard Scottsdale Fds was $6.8M
- NFLXNetflix Inc. was $4.6M
- ITOTIshares Tr was $2.0M
- ONEQFidelity Comwlth Tr was $1.9M
- SPSBSpdr Series Trust was $1.9M
- VOOVanguard Index Fds was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −4.4% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +2.4% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Destiny Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844369&type=13F-HR&dateb=&owner=include&count=40CIK 1844369
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1844369/000184436926000005/Filed August 7, 2026 · accession 0001844369-26-000005