Destiny Wealth Partners, LLC
•CIK: 1844369•Filing: Q4 2025
**Destiny Wealth Partners, LLC** manages $871M across a diversified portfolio of 211 positions. The fund exhibits a significant concentration in technology and growth sectors, evidenced by top holdings including VUG ($43.5M) and JCPB ($40.7M). Further notable allocations include DFLV ($37.0M) and JAAA ($36.0M), alongside major tech names such as AMZN ($28.7M) and GOOGL ($26.4M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$871.5M
QoQ Performance
+6.8%
Positions
122
Top 10 Concentration
34.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG5.0%
JCPB4.7%
DFLV4.2%
JAAA4.1%
AMZN3.3%
DFAX3.2%
GOOGL3.0%
XLK2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.4%
Technology12.8%
Consumer6.3%
Financial2.8%
ETF1.3%
Communication0.5%
Healthcare0.4%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW12 new positions
↑56 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023