2026 Q1 Portfolio Activity
In 2026 Q1, Destiny Wealth Partners, LLC maintained a portfolio of 1150 distinct positions. The most significant new addition was FIDELITY MERRIMACK STR TR, now representing 1.86% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 133.0%. Conversely, Destiny Wealth Partners, LLC completely exited their position in SSGA ACTIVE ETF TR.
Position History
hover any row below to update
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Total Positions
1150
Quarter
2026 Q1
Top Holding
JCPB (4.5%)
Top 10 Concentration
31.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1150
Destiny Wealth Partners, LLC Full Holdings List — 2026 Q1
| 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 | 4.47% | 4.67% |
#1
1
Prev: #2
|
4.3 |
—
|
13,682 | 1.6% |
P
S
|
868,586 | $40,893,050 |
$46.58
-0.6%
|
2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.32% | 4.99% |
#2
1
Prev: #1
|
3.7 |
—
|
1,152 | 1.3% |
P
S
|
90,462 | $39,512,862 |
$51.21
+68.5%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 3.96% | 4.24% |
#3
Prev: #3
|
3.1 |
—
|
-20,699 | -2.0% |
P
S
|
1,014,935 | $36,243,330 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 3.82% | 4.13% |
#4
Prev: #4
|
2.5 |
—
|
-14,489 | -2.0% |
P
S
|
693,764 | $34,944,913 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 3.01% | 3.21% |
#5
1
Prev: #6
|
2.2 |
—
|
7,777 | 1.0% |
P
S
|
811,078 | $27,552,324 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.96% | 3.29% |
#6
1
Prev: #5
|
3.2 |
—
|
9,649 | 8.0% |
P
S
|
129,968 | $27,068,435 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.43% | 3.03% |
#7
Prev: #7
|
1.5 |
—
|
-1,945 | -2.5% |
P
S
|
77,319 | $22,233,899 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 2.35% | 2.24% |
#8
2
Prev: #10
|
2.9 |
—
|
8,135 | 10.6% |
P
S
|
84,637 | $21,479,927 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.03% | 2.27% |
#9
Prev: #9
|
1.3 |
—
|
66 | 0.1% |
P
S
|
106,350 | $18,547,505 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SEIX
VIRTUS ETF TR I...
|
ETF | 1.86% | 1.94% |
#10
4
Prev: #14
|
1.2 |
—
|
11,998 | 1.7% |
P
S
|
738,372 | $17,027,162 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.86% | — |
#11
Prev: #—
|
4.2 |
—
|
372,364 | — |
NEW
|
372,364 | $16,987,246 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.69% | 2.01% |
#12
1
Prev: #11
|
2.7 |
—
|
4,385 | 11.8% |
P
S
|
41,681 | $15,429,120 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 1.63% | — |
#13
Prev: #—
|
4.2 |
—
|
311,935 | — |
NEW
|
311,935 | $14,916,714 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.61% | 1.98% |
#14
2
Prev: #12
|
1.1 |
—
|
-48 | -0.1% |
P
S
|
39,662 | $14,744,205 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 1.61% | 1.71% |
#15
2
Prev: #17
|
1.1 |
—
|
1,132 | 0.4% |
P
S
|
289,788 | $14,706,759 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 1.57% | 1.65% |
#16
3
Prev: #19
|
1.1 |
—
|
808 | 0.3% |
P
S
|
282,611 | $14,359,456 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.54% | 1.75% |
#17
1
Prev: #16
|
1.1 |
—
|
-8,673 | -4.7% |
P
S
|
174,958 | $14,098,141 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IYM
ISHARES TR
|
ETF | 1.53% | — |
#18
Prev: #—
|
4.1 |
—
|
79,439 | — |
NEW
|
79,439 | $13,974,914 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CLOI
VANECK ETF TRUS...
|
ETF | 1.53% | — |
#19
Prev: #—
|
4.1 |
—
|
264,711 | — |
NEW
|
264,711 | $13,950,261 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FCOM
FIDELITY COVING...
|
Bond/Debt | 1.50% | 1.70% |
#20
2
Prev: #18
|
1.1 |
—
|
1,161 | 0.6% |
P
S
|
200,794 | $13,678,095 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.42% | 1.51% |
#21
2
Prev: #23
|
1.1 |
—
|
-4,905 | -2.0% |
P
S
|
246,339 | $13,001,764 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.42% | 1.56% |
#22
1
Prev: #21
|
1.1 |
—
|
-151 | -0.3% |
P
S
|
60,201 | $12,946,746 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
USHY
ISHARES TR
|
ETF | 1.40% | 1.34% |
#23
3
Prev: #26
|
2.6 |
—
|
36,806 | 11.9% |
P
S
|
346,410 | $12,761,752 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IGLB
ISHARES TR
|
ETF | 1.37% | — |
#24
Prev: #—
|
4.0 |
—
|
252,840 | — |
NEW
|
252,840 | $12,548,449 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.36% | 1.57% |
#25
5
Prev: #20
|
1.0 |
—
|
-401 | -1.0% |
P
S
|
37,811 | $12,424,237 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.30% | 1.11% |
#26
8
Prev: #34
|
3.0 |
—
|
5,205 | 33.6% |
P
S
|
20,675 | $11,932,908 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 1.25% | 1.33% |
#27
Prev: #27
|
1.0 |
—
|
4,879 | 1.2% |
P
S
|
397,154 | $11,406,252 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.22% | 1.32% |
#28
Prev: #28
|
1.0 |
—
|
686 | 1.9% |
P
S
|
35,976 | $11,135,032 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 1.22% | 1.55% |
#29
7
Prev: #22
|
1.0 |
—
|
-42,200 | -15.0% |
P
S
|
238,591 | $11,119,556 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.18% | 1.25% |
#30
1
Prev: #31
|
1.5 |
—
|
no change | no change |
P
S
|
15 | $10,772,100 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.17% | 1.37% |
#31
6
Prev: #25
|
1.0 |
—
|
4,503 | 2.7% |
P
S
|
170,016 | $10,656,572 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.14% | 0.87% |
#32
5
Prev: #37
|
3.0 |
—
|
5,094 | 46.5% |
P
S
|
16,040 | $10,431,454 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 1.12% | 1.18% |
#33
1
Prev: #32
|
0.9 |
—
|
988 | 0.2% |
P
S
|
410,385 | $10,222,700 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 1.10% | 1.16% |
#34
1
Prev: #33
|
0.9 |
—
|
-208 | -0.3% |
P
S
|
68,887 | $10,053,409 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 1.07% | 1.81% |
#35
20
Prev: #15
|
0.4 |
—
|
-32,424 | -30.6% |
P
S
|
73,551 | $9,796,230 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.95% | 1.01% |
#36
1
Prev: #35
|
1.4 |
—
|
no change | no change |
P
S
|
18,170 | $8,707,064 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.91% | 0.43% |
#37
22
Prev: #59
|
3.4 |
—
|
16,576 | 133.0% |
P
S
|
29,038 | $8,339,254 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.91% | — |
#38
Prev: #—
|
3.9 |
—
|
317,485 | — |
NEW
|
317,485 | $8,318,104 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IDHQ
INVESCO EXCH TR...
|
Bond/Debt | 0.86% | — |
#39
Prev: #—
|
3.8 |
—
|
223,575 | — |
NEW
|
223,575 | $7,907,848 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 0.82% | 0.83% |
#40
Prev: #40
|
0.8 |
—
|
10,485 | 3.7% |
P
S
|
294,165 | $7,495,326 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.79% | 0.83% |
#41
2
Prev: #39
|
0.8 |
—
|
-4 | -0.0% |
P
S
|
48,896 | $7,241,566 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 0.75% | 0.84% |
#42
4
Prev: #38
|
0.8 |
—
|
-4,732 | -2.9% |
P
S
|
158,594 | $6,851,270 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.75% | 0.79% |
#43
2
Prev: #41
|
0.8 |
—
|
-48 | -0.0% |
P
S
|
145,153 | $6,814,935 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PDI
PIMCO DYNAMIC I...
|
Financial Services | 0.69% | — |
#44
Prev: #—
|
3.8 |
—
|
370,610 | — |
NEW
|
370,610 | $6,341,136 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.65% | 0.76% |
#45
2
Prev: #43
|
0.8 |
—
|
819 | 2.1% |
P
S
|
40,427 | $5,913,662 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.64% | 0.71% |
#46
1
Prev: #45
|
0.8 |
—
|
-81 | -0.2% |
P
S
|
42,296 | $5,850,383 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.63% | 0.77% |
#47
5
Prev: #42
|
0.8 |
—
|
392 | 2.7% |
P
S
|
14,672 | $5,728,096 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.60% | 0.66% |
#48
Prev: #48
|
0.7 |
—
|
-4,542 | -4.0% |
P
S
|
110,214 | $5,455,593 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.59% | 0.70% |
#49
3
Prev: #46
|
0.7 |
—
|
319 | 3.5% |
P
S
|
9,371 | $5,361,648 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.57% | 0.72% |
#50
6
Prev: #44
|
0.7 |
—
|
681 | 2.7% |
P
S
|
25,621 | $5,212,080 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 1150 holdings