Destiny Wealth Partners, LLC - Portfolio Stock Holdings
Destiny Wealth Partners, LLC disclosed 1144 stock positions in a recent SEC 13F filing. $869,693,813 of stock holdings were filed, with the largest holdings including JCPB, DFLV, and JAAA. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.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:
March 31, 2026No. of Stocks:
1144Est. Stock Holding Value:
$869,693,813Top Stock Holdings By Sector
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Portfolio Stock Holdings - Destiny Wealth Partners, LLC
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% of Portfolio
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