AI Portfolio Summary
In 2025 Q4, Destiny Wealth Partners, LLC maintained a portfolio of 222 distinct positions. The most significant new addition to the portfolio was VANGUARD SCOTTSDALE , which now represents 1.44% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 6.8%. Conversely, Destiny Wealth Partners, LLC completely exited their position in VANGUARD BD INDEX FD.
Total Positions
222
Quarter
2025 Q4
Top Holding
VUG (5.0%)
Top 10 Concentration
34.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 222
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.99% | 4.91% |
#1
1
Prev: #2
|
4.0 | 5,685 | 6.8% |
P
S
|
89,310 | $43,474,185 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 4.67% | 3.45% |
#2
2
Prev: #4
|
4.0 | 263,323 | 44.5% |
P
S
|
854,904 | $40,659,216 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 4.24% | 3.92% |
#3
Prev: #3
|
3.7 | 62,120 | 6.4% |
P
S
|
1,035,634 | $36,982,491 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 4.13% | 5.69% |
#4
3
Prev: #1
|
1.7 | -205,691 | -22.5% |
P
S
|
708,253 | $35,957,985 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.29% | 3.39% |
#5
Prev: #5
|
1.3 | -5,838 | -4.6% |
P
S
|
120,319 | $28,686,456 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 3.21% | 3.04% |
#6
Prev: #6
|
3.3 | 13,562 | 1.7% |
P
S
|
803,301 | $27,946,836 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.03% | 2.38% |
#7
2
Prev: #9
|
1.2 | -638 | -0.8% |
P
S
|
79,264 | $26,415,434 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 2.30% | 2.38% |
#8
Prev: #8
|
3.2 | 68,035 | 98.7% |
P
S
|
136,980 | $20,009,988 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.27% | 2.36% |
#9
1
Prev: #10
|
2.9 | 3,187 | 3.1% |
P
S
|
106,284 | $19,818,847 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.24% | 2.74% |
#10
3
Prev: #7
|
0.9 | -11,455 | -13.0% |
P
S
|
76,502 | $19,539,417 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.01% | 2.27% |
#11
Prev: #11
|
2.8 | 1,540 | 4.3% |
P
S
|
37,296 | $17,539,586 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.98% | 2.14% |
#12
Prev: #12
|
2.8 | 511 | 1.3% |
P
S
|
39,710 | $17,281,624 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TOTL
SSGA ACTIVE ETF...
|
ETF | 1.97% | 2.03% |
#13
Prev: #13
|
2.8 | 18,069 | 4.4% |
P
S
|
425,508 | $17,156,473 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SEIX
VIRTUS ETF TR I...
|
ETF | 1.94% | 0.06% |
#14
115
Prev: #129
|
3.1 | 706,339 | 3525.5% |
P
S
|
726,374 | $16,948,484 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 1.81% | 1.73% |
#15
3
Prev: #18
|
2.7 | 1,778 | 1.7% |
P
S
|
105,975 | $15,738,317 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.75% | 1.69% |
#16
3
Prev: #19
|
0.7 | -461 | -0.3% |
P
S
|
183,631 | $15,259,717 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 1.71% | 1.75% |
#17
2
Prev: #15
|
2.7 | 11,403 | 4.1% |
P
S
|
288,656 | $14,937,968 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCOM
FIDELITY COVING...
|
Bond/Debt | 1.70% | 1.74% |
#18
2
Prev: #16
|
0.7 | -165 | -0.1% |
P
S
|
199,633 | $14,792,792 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAVE
GLOBAL X FDS
|
ETF | 1.65% | 0.03% |
#19
164
Prev: #183
|
3.0 | 276,721 | 5445.1% |
P
S
|
281,803 | $14,405,760 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.57% | 1.73% |
#20
3
Prev: #17
|
0.6 | -47 | -0.1% |
P
S
|
38,212 | $13,640,834 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.56% | 1.56% |
#21
Prev: #21
|
2.6 | 1,393 | 2.4% |
P
S
|
60,352 | $13,553,895 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 1.55% | 1.63% |
#22
2
Prev: #20
|
2.6 | 4,807 | 1.7% |
P
S
|
280,791 | $13,536,936 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.51% | 1.05% |
#23
11
Prev: #34
|
2.7 | 64,687 | 34.7% |
P
S
|
251,244 | $13,172,732 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 1.44% | — |
#24
Prev: #—
|
2.6 | 163,615 | no change |
NEW
|
163,615 | $12,572,190 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.37% | 1.46% |
#25
3
Prev: #22
|
2.6 | 8,446 | 5.4% |
P
S
|
165,513 | $11,931,818 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 1.08% |
Sold All 😨
(Was: #33) |
0.3 | -113,101 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.00% | 0.93% |
Sold All 😨
(Was: #35) |
0.3 | -132,953 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.00% | 0.56% |
Sold All 😨
(Was: #53) |
0.3 | -51,355 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONEV
SPDR SERIES TRU...
|
ETF | 0.00% | 0.46% |
Sold All 😨
(Was: #57) |
0.3 | -28,292 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #170) |
0.3 | -890 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #174) |
0.3 | -948 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #191) |
0.3 | -2,161 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HIG
HARTFORD INSURA...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #197) |
0.3 | -1,516 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #199) |
0.3 | -569 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHY
ISHARES TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #200) |
0.3 | -2,411 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARBE
ARBE ROBOTICS L...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #205) |
0.3 | -20,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 222 holdings