Destiny Wealth Partners, LLC - Portfolio Stock Holdings
Destiny Wealth Partners, LLC disclosed 279 stock positions in a recent SEC 13F filing. $995,837,523 of stock holdings were filed, with the largest holdings including VUG, JCPB, and JAAA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $947,288,591 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
279Est. Stock Holding Value:
$995,837,523Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Destiny Wealth Partners, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Destiny Wealth Partners, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...