2026 Q3 Portfolio Activity
In 2026 Q3, Destiny Wealth Partners, LLC maintained a portfolio of 282 distinct positions. The most significant new addition was STRYKER CORPORATION, now representing 1.10% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS INC, increasing the position by 54784.0%. Conversely, Destiny Wealth Partners, LLC completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
282
Quarter
2026 Q3
Top Holding
JCPB (5.0%)
Top 10 Concentration
34.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 282
Destiny Wealth Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JCPB
J P MORGAN EXCH...
|
ETF | 5.04% | 5.63% |
#1
2
Prev: #3
|
6.5 |
—
|
220,205 | 25.5% |
P
S
|
1,084,919 | $49,277,000 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.99% | 6.17% |
#2
1
Prev: #1
|
5.5 |
—
|
66,749 | 13.0% |
P
S
|
580,405 | $48,771,448 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 4.59% | 5.67% |
#3
1
Prev: #2
|
4.8 |
—
|
82,197 | 8.3% |
P
S
|
1,070,754 | $44,853,887 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 4.42% | 5.15% |
#4
Prev: #4
|
4.3 |
—
|
133,470 | 18.5% |
P
S
|
856,369 | $43,238,072 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 3.28% | 4.09% |
#5
Prev: #5
|
3.8 |
—
|
101,131 | 12.7% |
P
S
|
894,860 | $32,107,562 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.10% | 2.91% |
#6
1
Prev: #7
|
4.2 |
—
|
47,434 | 62.4% |
P
S
|
123,401 | $30,310,988 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AAPL
APPLE INC
|
Technology | 2.61% | 2.35% |
#7
1
Prev: #8
|
3.5 |
—
|
21,459 | 39.7% |
P
S
|
75,475 | $25,534,568 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.22% | 2.92% |
#8
2
Prev: #6
|
3.4 |
—
|
19,724 | 33.9% |
P
S
|
77,924 | $21,740,118 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.06% | 1.76% |
#9
11
Prev: #20
|
3.3 |
—
|
12,834 | 47.8% |
P
S
|
39,700 | $20,132,868 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DSCO
DOUBLELINE ETF ...
|
ETF | 1.97% | 2.14% |
#10
Prev: #10
|
3.3 |
—
|
180,090 | 29.5% |
P
S
|
790,443 | $19,286,818 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.91% | 2.18% |
#11
2
Prev: #9
|
2.8 |
—
|
15,317 | 19.9% |
P
S
|
92,222 | $18,634,442 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SEIX
VIRTUS ETF TR I...
|
ETF | 1.77% | 1.90% |
#12
6
Prev: #18
|
3.2 |
—
|
169,735 | 29.1% |
P
S
|
752,350 | $17,307,824 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.74% | 1.88% |
#13
6
Prev: #19
|
3.2 |
—
|
88,127 | 29.6% |
P
S
|
385,777 | $17,035,915 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 1.68% | 2.13% |
#14
3
Prev: #11
|
2.7 |
—
|
33,927 | 12.7% |
P
S
|
301,324 | $16,407,071 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.66% | 1.73% |
#15
6
Prev: #21
|
3.2 |
—
|
33,854 | 25.4% |
P
S
|
167,229 | $16,179,359 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.65% | 1.41% |
#16
8
Prev: #24
|
3.2 |
—
|
7,908 | 24.6% |
P
S
|
40,015 | $16,159,012 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.63% | 1.95% |
#17
2
Prev: #15
|
2.7 |
—
|
10,847 | 11.5% |
P
S
|
105,019 | $15,968,139 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CLOI
VANECK ETF TRUS...
|
ETF | 1.63% | 2.02% |
#18
4
Prev: #14
|
2.7 |
—
|
31,459 | 11.7% |
P
S
|
301,355 | $15,905,505 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.61% | 2.09% |
#19
7
Prev: #12
|
2.6 |
—
|
18,093 | 11.0% |
P
S
|
183,314 | $15,761,368 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.58% | 1.94% |
#20
4
Prev: #16
|
2.6 |
—
|
33,810 | 14.1% |
P
S
|
273,749 | $15,444,922 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
USHY
ISHARES TR
|
ETF | 1.51% | 1.91% |
#21
4
Prev: #17
|
2.6 |
—
|
46,948 | 12.7% |
P
S
|
415,965 | $14,766,751 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 1.51% | 1.63% |
#22
Prev: #22
|
3.1 |
—
|
68,524 | 29.6% |
P
S
|
300,129 | $14,742,317 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 1.50% | 1.28% |
#23
3
Prev: #26
|
3.6 |
—
|
124,335 | 65.7% |
P
S
|
313,583 | $14,670,972 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.48% | 1.09% |
#24
7
Prev: #31
|
3.6 |
—
|
25,862 | 79.8% |
P
S
|
58,281 | $14,467,565 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XTL
SPDR SERIES TRU...
|
ETF | 1.47% | 2.04% |
#25
12
Prev: #13
|
2.6 |
—
|
8,319 | 12.0% |
P
S
|
77,773 | $14,341,414 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.44% | 0.15% |
#26
42
Prev: #68
|
3.6 |
—
|
19,174 | 1235.4% |
P
S
|
20,726 | $14,116,480 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.36% | 1.27% |
#27
Prev: #27
|
2.5 |
—
|
7,707 | 16.3% |
P
S
|
54,884 | $13,271,500 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 1.32% | 0.07% |
#28
73
Prev: #101
|
3.5 |
—
|
90,658 | 2117.2% |
P
S
|
94,940 | $12,946,968 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.28% | 0.65% |
#29
19
Prev: #48
|
3.5 |
—
|
9 | 150.0% |
P
S
|
15 | $12,519,611 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.24% | 0.69% |
#30
14
Prev: #44
|
3.5 |
—
|
9,548 | 145.7% |
P
S
|
16,102 | $12,110,502 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 1.13% | 1.27% |
#31
3
Prev: #28
|
3.0 |
—
|
91,107 | 29.3% |
P
S
|
401,588 | $11,039,659 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 1.13% | 0.96% |
#32
3
Prev: #35
|
3.5 |
—
|
93,669 | 65.3% |
P
S
|
237,033 | $11,026,777 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.10% | — |
#33
Prev: #—
|
3.9 |
—
|
35,195 | — |
NEW
|
35,195 | $10,798,104 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IDHQ
INVESCO EXCH TR...
|
Bond/Debt | 1.07% | 1.34% |
#34
9
Prev: #25
|
2.4 |
—
|
18,640 | 8.6% |
P
S
|
236,134 | $10,440,435 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 1.05% | 1.13% |
#35
5
Prev: #30
|
2.9 |
—
|
97,126 | 29.5% |
P
S
|
426,377 | $10,262,891 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.02% | 1.23% |
#36
7
Prev: #29
|
2.4 |
—
|
3,190 | 17.5% |
P
S
|
21,455 | $10,016,052 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.99% | 1.42% |
#37
14
Prev: #23
|
2.4 |
—
|
4,213 | 16.3% |
P
S
|
30,112 | $9,702,871 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.92% | 1.09% |
#38
6
Prev: #32
|
2.4 |
—
|
1,042 | 6.9% |
P
S
|
16,139 | $8,975,059 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.83% | 0.71% |
#39
1
Prev: #40
|
3.3 |
—
|
126,682 | 65.8% |
P
S
|
319,100 | $8,140,239 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.81% | 0.72% |
#40
1
Prev: #39
|
2.8 |
—
|
15,664 | 47.4% |
P
S
|
48,686 | $7,929,009 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 0.80% | 1.01% |
#41
7
Prev: #34
|
2.3 |
—
|
24,648 | 8.8% |
P
S
|
305,595 | $7,786,550 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.78% | 0.65% |
#42
5
Prev: #47
|
3.3 |
—
|
18,052 | 63.3% |
P
S
|
46,557 | $7,627,964 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.77% | 0.91% |
#43
6
Prev: #37
|
2.3 |
—
|
12,411 | 15.6% |
P
S
|
92,203 | $7,529,313 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 0.77% | 1.05% |
#44
11
Prev: #33
|
2.3 |
—
|
8,276 | 5.4% |
P
S
|
160,648 | $7,479,781 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.72% | 0.56% |
#45
5
Prev: #50
|
2.8 |
—
|
6,999 | 21.6% |
P
S
|
39,362 | $7,019,819 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 0.71% | 0.93% |
#46
10
Prev: #36
|
2.8 |
—
|
15,435 | 25.1% |
P
S
|
76,977 | $6,900,970 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.64% | 0.48% |
#47
7
Prev: #54
|
3.3 |
—
|
18,380 | 83.6% |
P
S
|
40,378 | $6,263,032 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.62% | 0.31% |
#48
11
Prev: #59
|
3.2 |
—
|
22,236 | 175.9% |
P
S
|
34,876 | $6,076,097 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.61% | 0.80% |
#49
11
Prev: #38
|
2.2 |
—
|
6,273 | 5.5% |
P
S
|
120,485 | $5,960,393 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 0.60% | 0.57% |
#50
1
Prev: #49
|
2.7 |
—
|
44,197 | 48.5% |
P
S
|
135,394 | $5,872,040 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-50 of 282 holdings