Destiny Wealth Partners, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$914.4M
Holdings
1,147
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.5%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (693 shares)
4.3%
03
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.0%
04
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.8%
05
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.0%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (2.3k shares)
3.0%
07
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.4%
08
$AAPL
APPLE INC
Q1 2026: New position (20.7k shares)
2.3%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (29.3k shares)
2.0%
10
$SEIX
VIRTUS ETF TR II
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:56 UTC.