Chief Compliance Officer

0001844369-24-000004.txt : 20240409 0001844369-24-000004.hdr.sgml : 20240409 20240409145246 ACCESSION NUMBER: 0001844369-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240409 DATE AS OF CHANGE: 20240409 EFFECTIVENESS DATE: 20240409 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Destiny Wealth Partners, LLC CENTRAL INDEX KEY: 0001844369 ORGANIZATION NAME: IRS NUMBER: 461340579 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20570 FILM NUMBER: 24832256 BUSINESS ADDRESS: STREET 1: 2100 LAKE EUSTIS DRIVE CITY: TAVARES STATE: FL ZIP: 32778 BUSINESS PHONE: 352-343-2700 MAIL ADDRESS: STREET 1: 2100 LAKE EUSTIS DRIVE CITY: TAVARES STATE: FL ZIP: 32778 FORMER COMPANY: FORMER CONFORMED NAME: RWM Asset Management, LLC DATE OF NAME CHANGE: 20210203 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844369 XXXXXXXX 03-31-2024 03-31-2024 Destiny Wealth Partners, LLC

2100 LAKE EUSTIS DRIVE TAVARES FL 32778

13F HOLDINGS REPORT 028-20570 000171346 801-79789 N Thomas Ruggie Chief Compliance Officer 407-644-2701 Thomas Ruggie Winter Park FL 04-09-2024 0 157 557970687 false INFORMATION TABLE 2 destiny13f1q24.xml ABBVIE INC COM 00287Y109 913960 5019 SH SOLE 0 0 0 5019 ADVANCED MICRO DEVICES INC COM 007903107 215866 1196 SH SOLE 0 0 0 1196 AIRBNB INC COM CL A 009066101 3856600 23379 SH SOLE 0 0 0 23379 ALPHABET INC CAP STK CL A 02079K305 7196342 47680 SH SOLE 0 0 0 47680 ALPHABET INC CAP STK CL C 02079K107 1362575 8949 SH SOLE 0 0 0 8949 AMAZON COM INC COM 023135106 24978339 138476 SH SOLE 0 0 0 138476 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3118713 47354 SH SOLE 0 0 0 47354 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 9907891 170944 SH SOLE 0 0 0 170944 APPLE INC COM 037833100 12509879 72952 SH SOLE 0 0 0 72952 BANK AMERICA CORP COM 060505104 239347 6312 SH SOLE 0 0 0 6312 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7575247 18014 SH SOLE 0 0 0 18014 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 11181902 358970 SH SOLE 0 0 0 358970 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 253775 1710 SH SOLE 0 0 0 1710 BROADCOM INC COM 11135F101 266407 201 SH SOLE 0 0 0 201 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 3858922 120629 SH SOLE 0 0 0 120629 CHEVRON CORP NEW COM 166764100 475724 3016 SH SOLE 0 0 0 3016 COCA COLA CO COM 191216100 236717 3869 SH SOLE 0 0 0 3869 CVS HEALTH CORP COM 126650100 743762 9325 SH SOLE 0 0 0 9325 DARDEN RESTAURANTS INC COM 237194105 341153 2041 SH SOLE 0 0 0 2041 DBX ETF TR XTRACK MSCI EAFE 233051200 665522 16260 SH SOLE 0 0 0 16260 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7151630 194602 SH SOLE 0 0 0 194602 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 19281106 757905 SH SOLE 0 0 0 757905 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 425766 13326 SH SOLE 0 0 0 13326 DISNEY WALT CO COM 254687106 430366 3517 SH SOLE 0 0 0 3517 EXXON MOBIL CORP COM 30231G102 1062653 9142 SH SOLE 0 0 0 9142 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1471540 22850 SH SOLE 0 0 0 22850 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 8741703 105986 SH SOLE 0 0 0 105986 FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824 290394 5169 SH SOLE 0 0 0 5169 FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 33737J307 203886 5267 SH SOLE 0 0 0 5267 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 10357258 183672 SH SOLE 0 0 0 183672 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 296065 2196 SH SOLE 0 0 0 2196 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 222456 3193 SH SOLE 0 0 0 3193 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 489844 16588 SH SOLE 0 0 0 16588 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2394713 49631 SH SOLE 0 0 0 49631 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 298006 1938 SH SOLE 0 0 0 1938 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1022579 4986 SH SOLE 0 0 0 4986 FIRST TR NASDAQ 100 TECH IND SHS 337345102 311571 1634 SH SOLE 0 0 0 1634 GLOBAL X FDS US INFR DEV ETF 37954Y673 224051 5628 SH SOLE 0 0 0 5628 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 6587930 134475 SH SOLE 0 0 0 134475 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1986035 62434 SH SOLE 0 0 0 62434 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 8813605 281225 SH SOLE 0 0 0 281225 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 10868009 237342 SH SOLE 0 0 0 237342 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 5199928 51541 SH SOLE 0 0 0 51541 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 582158 16978 SH SOLE 0 0 0 16978 HCA HEALTHCARE INC COM 40412C101 662724 1987 SH SOLE 0 0 0 1987 HOME DEPOT INC COM 437076102 309182 806 SH SOLE 0 0 0 806 ICORECONNECT INC COM 450958103 124044 101675 SH SOLE 0 0 0 101675 INTEGRATED RAIL AND RES ACQ *W EXP 99/99/999 45827R114 456 89321 SH SOLE 0 0 0 89321 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1108708 10244 SH SOLE 0 0 0 10244 INVESCO QQQ TR UNIT SER 1 46090E103 6342683 14285 SH SOLE 0 0 0 14285 ISHARES TR CORE S&P TTL STK 464287150 1854946 16088 SH SOLE 0 0 0 16088 ISHARES TR ESG AWR MSCI USA 46435G425 710913 6184 SH SOLE 0 0 0 6184 ISHARES TR CORE US AGGBD ET 464287226 205968 2103 SH SOLE 0 0 0 2103 ISHARES TR CORE MSCI EAFE 46432F842 204773 2759 SH SOLE 0 0 0 2759 ISHARES TR RUSSELL 2000 ETF 464287655 433428 2061 SH SOLE 0 0 0 2061 ISHARES TR S&P 500 GRWT ETF 464287309 254164 3010 SH SOLE 0 0 0 3010 ISHARES TR RUS MID CAP ETF 464287499 367557 4371 SH SOLE 0 0 0 4371 ISHARES TR MSCI USA MMENTM 46432F396 300509 1604 SH SOLE 0 0 0 1604 ISHARES TR INVESTMENT GRADE 46435G219 283766 6327 SH SOLE 0 0 0 6327 ISHARES TR SHORT TREAS BD 464288679 18478287 167164 SH SOLE 0 0 0 167164 ISHARES TR CORE S&P500 ETF 464287200 1286987 2448 SH SOLE 0 0 0 2448 ISHARES TR GLOBAL REIT ETF 46434V647 4360840 184157 SH SOLE 0 0 0 184157 ISHARES TR BROAD USD HIGH 46435U853 9546037 260892 SH SOLE 0 0 0 260892 ISHARES TR ISHARES BIOTECH 464287556 9176057 66871 SH SOLE 0 0 0 66871 ISHARES TR MSCI USA MIN VOL 46429B697 995354 11909 SH SOLE 0 0 0 11909 ISHARES TR US SML CAP EQT 46434V290 398138 6262 SH SOLE 0 0 0 6262 ISHARES TR SELF DRIVNG EV 46435U366 2318516 73768 SH SOLE 0 0 0 73768 ISHARES TR CORE TOTAL USD 46434V613 307915 6754 SH SOLE 0 0 0 6754 ISHARES TR MSCI USA QLT FCT 46432F339 921182 5605 SH SOLE 0 0 0 5605 ISHARES TR USD INV GRDE ETF 464288620 252936 4982 SH SOLE 0 0 0 4982 ISHARES TR IBOXX INV CP ETF 464287242 238753 2192 SH SOLE 0 0 0 2192 ISHARES TR FLTG RATE NT ETF 46429B655 2190423 42899 SH SOLE 0 0 0 42899 ISHARES TR US TREAS BD ETF 46429B267 557751 24495 SH SOLE 0 0 0 24495 ISHARES TR CORE MSCI EURO 46434V738 238921 4130 SH SOLE 0 0 0 4130 ISHARES TR GLB INFRASTR ETF 464288372 3922167 82364 SH SOLE 0 0 0 82364 ISHARES TR EXPONENTIAL TECH 46434V381 4961661 83221 SH SOLE 0 0 0 83221 J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 46641Q118 6749980 115325 SH SOLE 0 0 0 115325 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 7351018 157595 SH SOLE 0 0 0 157595 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6026329 104154 SH SOLE 0 0 0 104154 JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 9690521 198211 SH SOLE 0 0 0 198211 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 5595189 110272 SH SOLE 0 0 0 110272 JPMORGAN CHASE & CO COM 46625H100 373159 1863 SH SOLE 0 0 0 1863 LAM RESEARCH CORP COM 512807108 364339 375 SH SOLE 0 0 0 375 MARRIOTT INTL INC NEW CL A 571903202 4263232 16897 SH SOLE 0 0 0 16897 MCDONALDS CORP COM 580135101 349830 1241 SH SOLE 0 0 0 1241 MERCK & CO INC COM 58933Y105 335099 2540 SH SOLE 0 0 0 2540 MICROSOFT CORP COM 594918104 12464548 29627 SH SOLE 0 0 0 29627 MODERNA INC COM 60770K107 213120 2000 SH SOLE 0 0 0 2000 NETFLIX INC COM 64110L106 4740211 7805 SH SOLE 0 0 0 7805 NEXTERA ENERGY INC COM 65339F101 440123 6887 SH SOLE 0 0 0 6887 NVIDIA CORPORATION COM 67066G104 1039998 1151 SH SOLE 0 0 0 1151 PEPSICO INC COM 713448108 1089985 6228 SH SOLE 0 0 0 6228 PIMCO ETF TR INTER MUN BD ACT 72201R866 633470 12073 SH SOLE 0 0 0 12073 QUEST DIAGNOSTICS INC COM 74834L100 532440 4000 SH SOLE 0 0 0 4000 REPUBLIC SVCS INC COM 760759100 218816 1143 SH SOLE 0 0 0 1143 SCHWAB STRATEGIC TR US TIPS ETF 808524870 422235 8095 SH SOLE 0 0 0 8095 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 237081 6684 SH SOLE 0 0 0 6684 SCIENCE APPLICATIONS INTL CO COM 808625107 431982 3313 SH SOLE 0 0 0 3313 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 796489 18910 SH SOLE 0 0 0 18910 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 501836 2729 SH SOLE 0 0 0 2729 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 14541468 69820 SH SOLE 0 0 0 69820 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 421611 5163 SH SOLE 0 0 0 5163 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 251683 3296 SH SOLE 0 0 0 3296 SELECT SECTOR SPDR TR INDL 81369Y704 360246 2860 SH SOLE 0 0 0 2860 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 321904 2179 SH SOLE 0 0 0 2179 SERVICENOW INC COM 81762P102 273702 359 SH SOLE 0 0 0 359 SPDR GOLD TR GOLD SHS 78463V107 655012 3184 SH SOLE 0 0 0 3184 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 4137386 75804 SH SOLE 0 0 0 75804 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 2433813 40781 SH SOLE 0 0 0 40781 SPDR S&P 500 ETF TR TR UNIT 78462F103 5290330 10114 SH SOLE 0 0 0 10114 SPDR SER TR PORTFLI TIPS ETF 78464A656 665070 25959 SH SOLE 0 0 0 25959 SPDR SER TR PORTFOLIO S&P500 78464A854 425480 6915 SH SOLE 0 0 0 6915 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1541777 60988 SH SOLE 0 0 0 60988 SPDR SER TR S&P DIVID ETF 78464A763 9367227 71375 SH SOLE 0 0 0 71375 SPDR SER TR PORTFOLI S&P1500 78464A805 576195 8982 SH SOLE 0 0 0 8982 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 517660 5639 SH SOLE 0 0 0 5639 SPDR SER TR PORTFOLIO SHORT 78464A474 11691977 392744 SH SOLE 0 0 0 392744 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 242814 29290 SH SOLE 0 0 0 29290 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 9198642 218443 SH SOLE 0 0 0 218443 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 12426714 310280 SH SOLE 0 0 0 310280 STRATEGY SHS DAY HAGAN NED 86280R803 823176 21409 SH SOLE 0 0 0 21409 STRYKER CORPORATION COM 863667101 19067671 53281 SH SOLE 0 0 0 53281 TESLA INC COM 88160R101 255774 1455 SH SOLE 0 0 0 1455 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 236880 9000 SH SOLE 0 0 0 9000 UNITEDHEALTH GROUP INC COM 91324P102 355195 718 SH SOLE 0 0 0 718 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 5226842 213253 SH SOLE 0 0 0 213253 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 11079749 381797 SH SOLE 0 0 0 381797 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 3574424 39760 SH SOLE 0 0 0 39760 VANGUARD INDEX FDS GROWTH ETF 922908736 15542864 45156 SH SOLE 0 0 0 45156 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1118718 4666 SH SOLE 0 0 0 4666 VANGUARD INDEX FDS SMALL CP ETF 922908751 2211202 9673 SH SOLE 0 0 0 9673 VANGUARD INDEX FDS TOTAL STK MKT 922908769 464701 1788 SH SOLE 0 0 0 1788 VANGUARD INDEX FDS VALUE ETF 922908744 332886 2044 SH SOLE 0 0 0 2044 VANGUARD INDEX FDS MID CAP ETF 922908629 5022542 20101 SH SOLE 0 0 0 20101 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 335362 2151 SH SOLE 0 0 0 2151 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1160287 6620 SH SOLE 0 0 0 6620 VANGUARD INDEX FDS SM CP VAL ETF 922908611 395848 2063 SH SOLE 0 0 0 2063 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 210432 1801 SH SOLE 0 0 0 1801 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 279106 3671 SH SOLE 0 0 0 3671 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 256175 6133 SH SOLE 0 0 0 6133 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 911128 15535 SH SOLE 0 0 0 15535 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4999849 45248 SH SOLE 0 0 0 45248 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7154919 149403 SH SOLE 0 0 0 149403 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 17264410 220688 SH SOLE 0 0 0 220688 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 743380 10835 SH SOLE 0 0 0 10835 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 227867 3924 SH SOLE 0 0 0 3924 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10833500 59326 SH SOLE 0 0 0 59326 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 744974 14849 SH SOLE 0 0 0 14849 VANGUARD WELLINGTON FD US MINIMUM 921935409 8496202 75931 SH SOLE 0 0 0 75931 VANGUARD WELLINGTON FD US QUALITY 921935706 428454 3129 SH SOLE 0 0 0 3129 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 5084312 79629 SH SOLE 0 0 0 79629 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 7653792 93877 SH SOLE 0 0 0 93877 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18190467 150347 SH SOLE 0 0 0 150347 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 10972187 44940 SH SOLE 0 0 0 44940 VISA INC COM CL A 92826C839 320001 1147 SH SOLE 0 0 0 1147 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 3243135 93140 SH SOLE 0 0 0 93140 WISDOMTREE TR US AI ENHANCED 97717W406 622894 6120 SH SOLE 0 0 0 6120