Destiny-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  "T",
  "AVGO",
  null,
  "AVEM",
  null,
  null,
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ARBE",
  null,
  null,
  "MCD",
  null,
  "GSIE",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  null,
  "ORLY",
  null,
  null,
  null,
  null,
  "PEP",
  null,
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "PLTR",
  null,
  "PG",
  "MRK",
  "MSTR",
  null,
  "DGX",
  "FNDX",
  "IEFA",
  null,
  null,
  null,
  "GLD",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  "SYK",
  "UBER",
  "BIV",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "SDY",
  "DRI",
  "IWR",
  null,
  null,
  "VIGI",
  "AMZN",
  "HCA",
  null,
  "VEU",
  "VPL",
  "VUG",
  "VEA",
  null,
  "MGK",
  null,
  "VGLT",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "CRM",
  "SNAP",
  "RDDT",
  null,
  "MTUM",
  null,
  "ESGU",
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "CVX",
  "KO",
  "CRWD",
  "DFAX",
  "DFAC",
  "USMV",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 162
Total Value: 630275532
Accession Number: 0001844369-25-000004
Form Type: 13F-HR
CIK: destiny-wealth-partners
Manager Name: Destiny-Wealth-Partners

Data Enrichment

55% identified

89 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

162 positions • $630.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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47103U845

Shares:843.1K

Value:$42.8M

% of Portfolio:6.8% ($42.8M/$630.3M)

922908736

VUG|922908736

Shares:82.4K

Value:$30.6M

% of Portfolio:4.8% ($30.6M/$630.3M)

25434V666

Shares:942.8K

Value:$28.8M

% of Portfolio:4.6% ($28.8M/$630.3M)

46641Q670

Shares:565.8K

Value:$26.6M

% of Portfolio:4.2% ($26.6M/$630.3M)

AMAZON COM INC

AMZN|023135106

Shares:122.6K

Value:$23.3M

% of Portfolio:3.7% ($23.3M/$630.3M)

Apple Inc.

AAPL|037833100

Shares:71.5K

Value:$15.9M

% of Portfolio:2.5% ($15.9M/$630.3M)

STRYKER CORP

SYK|863667101

Shares:41.4K

Value:$15.4M

% of Portfolio:2.4% ($15.4M/$630.3M)

78467V848

Shares:372.1K

Value:$15.0M

% of Portfolio:2.4% ($15.0M/$630.3M)

81369Y803

XLK|81369Y803

Shares:65.5K

Value:$13.5M

% of Portfolio:2.1% ($13.5M/$630.3M)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:394.0K

Value:$12.7M

% of Portfolio:2.0% ($12.7M/$630.3M)

81369Y605

Shares:251.8K

Value:$12.5M

% of Portfolio:2.0% ($12.5M/$630.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:15

Value:$12.0M

% of Portfolio:1.9% ($12.0M/$630.3M)

47103U753

Shares:243.5K

Value:$11.9M

% of Portfolio:1.9% ($11.9M/$630.3M)

921908844

VIG|921908844

Shares:58.2K

Value:$11.3M

% of Portfolio:1.8% ($11.3M/$630.3M)

MICROSOFT CORP

MSFT|594918104

Shares:29.5K

Value:$11.1M

% of Portfolio:1.8% ($11.1M/$630.3M)

316092873

Shares:186.3K

Value:$10.5M

% of Portfolio:1.7% ($10.5M/$630.3M)

25434V880

DFAX|25434V880

Shares:398.7K

Value:$10.4M

% of Portfolio:1.7% ($10.4M/$630.3M)

025072604

AVEM|025072604

Shares:170.9K

Value:$10.3M

% of Portfolio:1.6% ($10.3M/$630.3M)

92189F437

Shares:343.0K

Value:$9.9M

% of Portfolio:1.6% ($9.9M/$630.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.1K

Value:$9.6M

% of Portfolio:1.5% ($9.6M/$630.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47103U845)✕	843.1K	QoQ +262.34% (+610.5K) YoY +664.60% (+732.9K)	All Managers (Combined)	$42.8M	6.8% ($42.8M/$630.3M)	QoQ +262.34% (+$31.0M) YoY +664.15% (+$37.2M)
(VUGcusip922908736)	82.4K	QoQ +11.74% (+8.7K) YoY +82.53% (+37.3K)	All Managers (Combined)	$30.6M	4.8% ($30.6M/$630.3M)	QoQ +0.95% (+$290.0K) YoY +96.64% (+$15.0M)
(cusip25434V666)✕	942.8K	QoQ +2.26% (+20.9K) YoY NEW(+942.8K)	All Managers (Combined)	$28.8M	4.6% ($28.8M/$630.3M)	QoQ +4.10% (+$1.1M) YoY NEW(+$28.8M)
(cusip46641Q670)✕	565.8K	QoQ -1.27% (-7.3K) YoY +258.99% (+408.2K)	All Managers (Combined)	$26.6M	4.2% ($26.6M/$630.3M)	QoQ +0.80% (-$213.3K) YoY +262.03% (+$19.3M)
AMAZON COM INC(AMZNcusip023135106)	122.6K	QoQ +3.21% (-3.8K) YoY -11.45% (-15.9K)	All Managers (Combined)	$23.3M	3.7% ($23.3M/$630.3M)	QoQ -10.48% (-$2.7M) YoY -6.60% (-$1.7M)
Apple Inc.(AAPLcusip037833100)	71.5K	QoQ +1.87% (-1.3K) YoY -2.00% (-1.5K)	All Managers (Combined)	$15.9M	2.5% ($15.9M/$630.3M)	QoQ -9.63% (-$1.7M) YoY +26.93% (-$3.4M)
STRYKER CORP(SYKcusip863667101)	41.4K	QoQ -0.19% (-81) YoY -22.24% (-11.9K)	All Managers (Combined)	$15.4M	2.4% ($15.4M/$630.3M)	QoQ +3.18% (-$476.2K) YoY -19.12% (-$3.6M)
(cusip78467V848)✕	372.1K	QoQ +3.78% (+13.6K) YoY +19.93% (+61.9K)	All Managers (Combined)	$15.0M	2.4% ($15.0M/$630.3M)	QoQ +6.15% (+$869.6K) YoY +20.65% (+$2.6M)
(XLKcusip81369Y803)	65.5K	QoQ +3.24% (-2.1K) YoY -6.19% (-4.3K)	All Managers (Combined)	$13.5M	2.1% ($13.5M/$630.3M)	QoQ -8.31% (-$1.2M) YoY -7.00% (-$1.0M)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	394.0K	QoQ +3.17% (+12.1K) YoY +9.75% (+35.0K)	All Managers (Combined)	$12.7M	2.0% ($12.7M/$630.3M)	QoQ +3.33% (+$411.4K) YoY +14.01% (+$1.6M)
(cusip81369Y605)✕	251.8K	QoQ +2.99% (+7.3K) YoY +1231.38% (+232.9K)	All Managers (Combined)	$12.5M	2.0% ($12.5M/$630.3M)	QoQ +6.14% (+$726.2K) YoY +1474.45% (+$11.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	15	QoQ +650.00% (+13) YoY NEW(+15)	All Managers (Combined)	$12.0M	1.9% ($12.0M/$630.3M)	QoQ +779.44% (+$10.6M) YoY NEW(+$12.0M)
(cusip47103U753)✕	243.5K	QoQ +6.60% (+15.1K) YoY +22.84% (+45.3K)	All Managers (Combined)	$11.9M	1.9% ($11.9M/$630.3M)	QoQ +5.53% (+$621.9K) YoY +22.29% (+$2.2M)
(VIGcusip921908844)	58.2K	QoQ -0.10% (-64) YoY -1.93% (-1.1K)	All Managers (Combined)	$11.3M	1.8% ($11.3M/$630.3M)	QoQ -1.04% (-$119.6K) YoY +4.17% (-$452.4K)
MICROSOFT CORP(MSFTcusip594918104)	29.5K	QoQ +5.10% (-1.4K) YoY -0.30% (-91)	All Managers (Combined)	$11.1M	1.8% ($11.1M/$630.3M)	QoQ -6.39% (-$757.3K) YoY -11.04% (-$1.4M)
(cusip316092873)✕	186.3K	QoQ +4.17% (-7.5K) YoY NEW(+186.3K)	All Managers (Combined)	$10.5M	1.7% ($10.5M/$630.3M)	QoQ -0.15% (-$16.7K) YoY NEW(+$10.5M)
(DFAXcusip25434V880)	398.7K	QoQ -45.88% (-338.1K) YoY -47.39% (-359.2K)	All Managers (Combined)	$10.4M	1.7% ($10.4M/$630.3M)	QoQ -42.97% (-$7.9M) YoY -45.82% (-$8.8M)
(AVEMcusip025072604)	170.9K	QoQ +5.54% (+9.0K) YoY -0.01% (-25)	All Managers (Combined)	$10.3M	1.6% ($10.3M/$630.3M)	QoQ +8.02% (+$763.7K) YoY +3.79% (-$376.3K)
(cusip92189F437)✕	343.0K	QoQ -20.45% (-88.2K) YoY -10.16% (-38.8K)	All Managers (Combined)	$9.9M	1.6% ($9.9M/$630.3M)	QoQ -19.92% (-$2.5M) YoY -10.65% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.1K	QoQ -0.76% (-140) YoY +0.39% (+71)	All Managers (Combined)	$9.6M	1.5% ($9.6M/$630.3M)	QoQ +16.59% (-$1.4M) YoY +27.14% (+$2.1M)