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RWM Asset Management

Latest statistics and disclosures from Destiny Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, VUG, DFLV, JCPB, AMZN, and represent 24.13% of Destiny Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$31M), BRK.A (+$10M), PDBC (+$9.6M), SCHR (+$9.0M), VGLT (+$5.7M), VUG, NVDA, AVGO, JBBB, AMZN.
Started 10 new stock positions in MGK, SCHR, ILF, T, ARBE, VWO, PDBC, EQWL, FNDX, VGLT.
Reduced shares in these 10 stocks: SCHI (-$12M), DFAX (-$8.9M), MLPX (-$7.3M), VWOB (-$5.6M), , ANGL, RDDT, VIGI, DFIV, .
Sold out of its positions in AMD, MLPX, PAVE, HD, HUBS, IGEB, LRCX, NEE, ORCL, SCHI. NOW, TMO, VWOB, VCLT, TT.
Destiny Wealth Partners was a net buyer of stock by $35M.
Destiny Wealth Partners has $630M in assets under management (AUM), dropping by 2.96%.
Central Index Key (CIK): 0001844369

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 162 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	6.8	$43M	+262%	843k	50.71	View chart
Vanguard Index Fds Growth Etf (VUG)	4.8	$31M	+11%	82k	370.82	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.6	$29M	+2%	943k	30.57	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.2	$27M		566k	47.04	View chart
Amazon (AMZN)	3.7	$23M	+3%	123k	190.26	View chart
Apple (AAPL)	2.5	$16M		72k	222.13	View chart
Stryker Corporation (SYK)	2.4	$15M		41k	372.25	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.4	$15M	+3%	372k	40.29	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$14M	+3%	66k	206.48	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.0	$13M	+3%	394k	32.36	View chart
Select Sector Spdr Tr Financial (XLF)	2.0	$13M	+2%	252k	49.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.9	$12M	+650%	15.00	798441.60	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	1.9	$12M	+6%	244k	48.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$11M		58k	193.99	View chart
Microsoft Corporation (MSFT)	1.8	$11M	+5%	30k	375.39	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.7	$11M	+4%	186k	56.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.7	$10M	-45%	399k	26.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$10M	+5%	171k	60.17	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.6	$9.9M	-20%	343k	28.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$9.6M		18k	532.58	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.5	$9.6M	NEW	704k	13.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.5	$9.3M		69k	135.68	View chart
Ishares Tr Broad Usd High (USHY)	1.5	$9.2M	+4%	250k	36.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$9.0M	+6%	143k	63.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.4	$9.0M	NEW	361k	24.86	View chart
Ishares Tr Ishares Biotech (IBB)	1.4	$8.9M	+6%	70k	127.90	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.4	$8.8M	+5%	213k	41.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$7.3M	-10%	186k	39.36	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$7.3M	-14%	88k	82.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$7.2M	-2%	15k	468.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$6.8M	+4%	119k	57.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$6.4M	-2%	50k	128.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.0M	+5%	39k	154.64	View chart
NVIDIA Corporation (NVDA)	1.0	$6.0M	+25%	55k	108.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$6.0M	-8%	11k	559.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$5.8M	-4%	75k	76.57	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$5.7M	NEW	98k	57.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$5.6M	+3%	16k	352.58	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$5.6M	+8%	112k	49.73	View chart
Broadcom (AVGO)	0.9	$5.5M	+22%	33k	167.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$5.5M	+4%	21k	258.62	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.8	$5.3M	+3%	159k	33.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$5.0M		43k	115.95	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.8	$5.0M	+3%	116k	43.10	View chart
Ishares Tr Exponential Tech (XT)	0.8	$4.8M	+3%	84k	57.56	View chart
Netflix (NFLX)	0.7	$4.5M	+2%	4.8k	932.53	View chart
Meta Platforms Cl A (META)	0.7	$4.4M	+4%	7.7k	576.37	View chart
Reddit Cl A (RDDT)	0.7	$4.3M	-35%	41k	104.90	View chart
Uber Technologies (UBER)	0.7	$4.2M	+6%	58k	72.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$4.1M	+6%	46k	88.00	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.6	$4.1M	-3%	90k	45.20	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$4.0M	+4%	118k	34.25	View chart
Palantir Technologies Cl A (PLTR)	0.6	$4.0M	+11%	48k	84.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$3.6M	+2%	51k	69.74	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.6	$3.5M		28k	126.79	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$3.5M	+2%	62k	55.98	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.5	$3.4M	+20%	55k	62.42	View chart
salesforce (CRM)	0.5	$3.1M	+5%	12k	268.37	View chart
Tesla Motors (TSLA)	0.5	$3.1M	+25%	12k	259.15	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.7M	+8%	55k	49.16	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.4	$2.6M	+11%	60k	42.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.4M	+8%	48k	51.05	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$2.4M		80k	30.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.3M		10k	221.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$2.3M		45k	49.90	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$2.1M		81k	25.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.8M	-10%	15k	122.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.6M		3.1k	513.91	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$1.6M		23k	68.06	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$1.5M		58k	25.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M		2.4k	561.90	View chart
Snap Cl A (SNAP)	0.2	$1.3M	+12%	149k	8.71	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.2M	+3%	43k	28.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.2M		4.7k	257.03	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$1.2M	+31%	17k	68.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.2M	+12%	13k	93.66	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.1M		6.6k	172.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.1M		5.0k	222.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M		9.1k	118.94	View chart
O'reilly Automotive (ORLY)	0.2	$1.1M		751.00	1432.58	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$1.0M	-2%	9.3k	112.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M	+7%	3.6k	288.14	View chart
Abbvie (ABBV)	0.2	$1.0M		4.8k	209.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$996k	-2%	6.4k	156.23	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$934k	-5%	22k	42.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$928k		15k	60.66	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$913k		20k	44.73	View chart
Pepsi (PEP)	0.1	$894k	-2%	6.0k	149.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$893k	+13%	18k	50.83	View chart
Strategy Day Hagan Ned (SSUS)	0.1	$845k		21k	40.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$818k		4.8k	170.89	View chart
Hca Holdings (HCA)	0.1	$783k		2.3k	345.55	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$736k		6.0k	121.91	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$704k		16k	43.30	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$677k		4.0k	169.20	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$672k		6.1k	109.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$648k		7.6k	85.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$632k	+75%	3.7k	172.74	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$622k		17k	37.49	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$610k		12k	51.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$584k		2.1k	274.84	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$575k		16k	35.65	View chart
Chevron Corporation (CVX)	0.1	$555k	+8%	3.3k	167.29	View chart
Walt Disney Company (DIS)	0.1	$541k	+115%	5.5k	98.71	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$540k		7.9k	68.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$539k		24k	22.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$524k	+2%	2.6k	199.49	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$514k		2.6k	197.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$502k		2.0k	245.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$464k		4.8k	96.45	View chart
Marriott Intl Cl A (MAR)	0.1	$461k		1.9k	238.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$440k		13k	32.99	View chart
Visa Com Cl A (V)	0.1	$437k	+4%	1.2k	350.42	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$435k		16k	26.89	View chart
McDonald's Corporation (MCD)	0.1	$423k		1.4k	312.25	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$418k		3.1k	133.65	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$417k	-43%	4.5k	91.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$403k		6.1k	65.76	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$390k		6.0k	65.17	View chart
Darden Restaurants (DRI)	0.1	$372k	-10%	1.8k	207.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$372k	+38%	4.9k	75.65	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$366k		5.9k	62.16	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$365k	+37%	5.0k	72.46	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$362k		31k	11.60	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$359k		2.7k	131.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$343k		2.1k	160.54	View chart
At&t (T)	0.1	$339k	NEW	12k	28.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$332k	-16%	605.00	548.12	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$330k		1.9k	170.12	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$313k		5.2k	60.62	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$290k	NEW	2.8k	103.09	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$287k	NEW	12k	23.61	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$284k		6.2k	46.08	View chart
Royal Caribbean Cruises (RCL)	0.0	$284k		1.4k	205.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$279k		1.9k	146.01	View chart
Merck & Co (MRK)	0.0	$279k	-16%	3.1k	89.75	View chart
Bank of America Corporation (BAC)	0.0	$279k		6.7k	41.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$278k		1.4k	202.13	View chart
Coca-Cola Company (KO)	0.0	$271k	-3%	3.8k	71.61	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$263k		1.5k	173.56	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$262k		2.0k	132.25	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$255k		5.0k	51.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$250k		1.3k	186.29	View chart
Republic Services (RSG)	0.0	$248k		1.0k	242.16	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$244k	NEW	790.00	308.88	View chart
Wal-Mart Stores (WMT)	0.0	$242k		2.8k	87.79	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$241k		4.0k	60.15	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$239k		2.9k	81.67	View chart
Microstrategy Cl A New (MSTR)	0.0	$231k		800.00	288.27	View chart
Procter & Gamble Company (PG)	0.0	$228k		1.3k	170.44	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$227k	-6%	4.3k	52.84	View chart
UnitedHealth (UNH)	0.0	$223k	-6%	425.00	523.75	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$218k		3.0k	73.61	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$216k	-2%	4.2k	51.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$215k	+2%	2.2k	98.92	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$215k	NEW	9.1k	23.55	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$208k		1.8k	115.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$206k	-10%	4.1k	50.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$205k	-10%	3.5k	58.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$203k	NEW	4.5k	45.26	View chart
Arbe Robotics Ordinary Shares (ARBE)	0.0	$21k	NEW	20k	1.03	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$15k		10k	1.45	View chart

Past Filings by Destiny Wealth Partners

SEC 13F filings are viewable for Destiny Wealth Partners going back to 2020

Destiny Wealth Partners 2025 Q1 filed April 14, 2025
Destiny Wealth Partners 2024 Q4 filed Jan. 24, 2025
Destiny Wealth Partners 2024 Q3 filed Oct. 15, 2024
Destiny Wealth Partners 2024 Q2 filed July 25, 2024
Destiny Wealth Partners 2024 Q1 filed April 9, 2024
Destiny Wealth Partners 2023 Q4 filed Jan. 19, 2024
Destiny Wealth Partners 2023 Q3 filed Oct. 10, 2023
Destiny Wealth Partners 2023 Q2 filed July 26, 2023
Destiny Wealth Partners 2023 Q1 filed April 26, 2023
Destiny Wealth Partners 2022 Q4 filed Jan. 27, 2023
Destiny Wealth Partners 2022 Q3 filed Oct. 25, 2022
Destiny Wealth Partners 2022 Q2 filed July 15, 2022
Destiny Wealth Partners 2022 Q1 filed April 21, 2022
Destiny Wealth Partners 2021 Q4 filed Jan. 20, 2022
Destiny Wealth Partners 2021 Q3 filed Oct. 28, 2021
RWM Asset Management 2021 Q2 filed July 27, 2021

View all past filings

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