Destiny Wealth Partners, LLC - Portfolio overview

Destiny Wealth Partners, LLC has 1149 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 4.47%
2. VUG - VANGUARD INDEX FDS, 4.32%
3. DFLV - DIMENSIONAL ETF TRUST, 3.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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