Titelia

Holdings of Destiny Wealth Partners, LLC

1024 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.6 % of the equity sleeve

Sector breakdown

  • Technology 10.8 %
  • Consumer discretionary 5.8 %
  • Funds 5.3 %
  • Communication 4.5 %
  • Financials 3.9 %
  • Health care 2.5 %
  • Industrials 1.3 %
  • Consumer staples 0.5 %
  • Energy 0.4 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 64.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • ES 0.0 %
  • TW 0.0 %
  • LU 0.0 %
  • DK 0.0 %
  • FR 0.0 %
  • BE 0.0 %
  • AU 0.0 %
  • MX 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US989816.4M $99.80 %
2GB14546.4K $0.07 %
3NL3410.3K $0.05 %
4JP4143.9K $0.02 %
5ES2131.5K $0.02 %
6TW1126.1K $0.02 %
7LU186.1K $0.01 %
8DK246.8K $0.01 %
9FR133.1K $0.00 %
10BE132.8K $0.00 %
11AU327.6K $0.00 %
12MX123.2K $0.00 %

Positions

RankCompanySharesValueWeight
1Jpmorgan Core Plus Bond Etf 868,58640.9M $
2Vanguard Growth ETF 90,46239.5M $
3Dimensional ETF Trust 1,014,93536.2M $
4Janus Detroit Street Trust 693,76434.9M $
5Amazon.com Inc 129,96827.1M $
6Alphabet Inc 77,31922.2M $
7Apple Inc 84,63721.5M $
8NVIDIA Corp 106,35018.5M $
9Virtus ETF Trust II 738,37217M $
10Fidelity Total Bond ETF 372,36417M $
11Microsoft Corp 41,68115.4M $
12Tesla Inc 39,66214.7M $
13Eaton Vance Total Return Bond Etf 289,78814.7M $
14Global X US Infrastructure Development ETF 282,61114.4M $
15Avantis Emerging Markets Equity ETF 174,95814.1M $
16ISHARES TRUST 79,43914M $
17FIDELITY COVINGTON TRUST 200,79413.7M $
18Dimensional International Value ETF 246,33913M $
19VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 60,20112.9M $
20iShares Broad USD High Yield Corporate Bond ETF 346,41012.8M $
21iShares Trust 252,84012.5M $
22Stryker Corp 37,81112.4M $
23Invesco QQQ Trust Series 1 20,67511.9M $
24VanEck Fallen Angel High Yield 397,15411.4M $
25Broadcom Inc 35,97611.1M $
26Janus Detroit Street Trust 238,59111.1M $
27Berkshire Hathaway Inc 1510.8M $
28First Trust NASDAQ Cybersecuri 170,01610.7M $
29State Street SPDR S&P 500 ETF Trust 16,04010.4M $
30Schwab Intermediate-Term U.S. Treasury ETF 410,38510.2M $
31State Street SPDR S&P Dividend ETF 68,88710.1M $
32VanEck Uranium and Nuclear ETF 73,5519.8M $
33Berkshire Hathaway Inc 18,1708.7M $
34Vanguard Mid-Cap ETF 29,0388.3M $
35PIMCO Multisector Bond Active 317,4858.3M $
36VanEck IG Floating Rate ETF 294,1657.5M $
37Vanguard High Dividend Yield E 48,8967.2M $
38Goldman Sachs ActiveBeta Emerging Markets Equity ETF 158,5946.9M $
39Vanguard Scottsdale Funds 145,1536.8M $
40Pimco Dynamic Income Fd 370,6106.3M $
41Palantir Technologies Inc 40,4275.9M $
42Vanguard Total World Stock ETF 42,2965.9M $
43Crowdstrike Holdings Inc 14,6725.7M $
44PGIM ETF Trust 110,2145.5M $
45Meta Platforms Inc 9,3715.4M $
46Advanced Micro Devices Inc 25,6215.2M $
47JPMorgan Chase & Co 17,3865.1M $
48Vanguard Malvern Funds 99,2895M $
49SELECT SECTOR SPDR TRUST (THE) 34,8784.6M $
50Capital Group Growth ETF 114,9394.6M $
51Netflix Inc 47,4014.6M $
52JPMorgan Small & Mid Cap Enhanced Equity ETF 66,0884.4M $
53Uber Technologies Inc 60,9074.4M $
54Janus Henderson Mortgage-Backed Securities ETF 88,2894M $
55Oklo Inc 78,5093.9M $
56Vanguard Small-Cap ETF 14,3923.8M $
57Alphabet Inc 12,3083.5M $
58Reddit Inc 24,5433.3M $
59iShares Trust 14,2933.1M $
60SPDR Gold Shares 7,0133M $
61iShares Biotechnology ETF 16,2342.7M $
62First Trust Exchange-Traded Fund IV 53,1912.6M $
63iShares Trust 47,3172.4M $
64iShares Core S&P Total U.S. Stock Market ETF 14,3932M $
65Blackstone Secured Lending Fund 84,6492M $
66SPDR Series Trust 62,5911.9M $
67Exxon Mobil Corp 10,7881.8M $
68iShares Core S&P 500 ETF 2,7401.8M $
69Vanguard S&P 500 ETF 2,9601.8M $
70Eaton Vance Tax Mn 119,3551.7M $
71Enterprise Products Partners LP 43,4001.6M $
72Vanguard Extended Market ETF 7,7461.6M $
73McDonald's Corp. 5,0411.6M $
74Vanguard Value ETF 7,8911.5M $
75iShares Core S&P Small-Cap ETF 11,4971.4M $
76State Street SPDR Portfolio Ag 54,2391.4M $
77Vanguard Large-Cap ETF 4,3491.3M $
78AbbVie Inc 5,5611.2M $
79Walmart Inc 9,7211.2M $
80Eli Lilly & Co 1,2761.2M $
81Vanguard FTSE Developed Markets ETF 17,5931.1M $
82Vanguard FTSE All-World ex-US ETF 14,9491.1M $
83iShares Core S&P Mid-Cap ETF 15,4491M $
84Waste Management Inc 4,5341M $
85Chevron Corp 4,829999K $
86Home Depot Inc/The 2,969976.3K $
87Marriott International Inc/MD 2,952965.5K $
88Goldman Sachs ActiveBeta International Equity ETF 21,984948.2K $
89Select Sector Spdr Trust 18,422909.5K $
90iShares Trust 4,675896.7K $
91iShares Russell 2000 ETF 3,609894.9K $
92Blackrock Inc 860827.3K $
93iShares ESG Aware MSCI USA ETF 5,806821.1K $
94Xtrackers MSCI EAFE Hedged Equ 16,260803.2K $
95iShares Russell 3000 ETF 2,154798.4K $
96Visa Inc 2,626793.7K $
97Quest Diagnostics Inc 4,000783.9K $
98iShares MSCI USA Min Vol Factor ETF 8,302769.9K $
99O'Reilly Automotive Inc 8,295765.7K $
100Vanguard Information Technology ETF 1,074749.4K $