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Thomas Ruggie

Destiny Wealth Partners, Llc

Assets Managed
$914.429M
Holdings
1148
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
4.93%(2Q avg: 5.85%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Destiny Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1148 positions.

Assets under management

The assets under management (AUM) of Destiny Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 914.429M in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 5.85%. The portfolio is managed by Thomas Ruggie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 1.61%
4.48%
$40.893M
868,586 shares@ $47.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.29%
4.33%
$39.513M
90,462 shares@ $436.79 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -1.99%
3.97%
$36.243M
1.015M shares@ $35.72 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -2.04%
3.83%
$34.945M
693,764 shares@ $50.38 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.97%
3.02%
$27.552M
811,078 shares@ $33.98 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.02%
2.97%
$27.068M
129,968 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.45%
2.44%
$22.234M
77,319 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.64%
2.35%
$21.48M
84,637 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.07%
2.03%
$18.548M
106,350 shares@ $174.41 avg price
SEIX
Virtus Seix Senior Loan Etf
Recent Activity
Increased 1.66%
1.87%
$17.027M
738,372 shares@ $23.07 avg price

1-10 of 1148