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
101HCA Healthcare Inc 1,580747.7K $
102Goldman Sachs Group Inc/The 879743.6K $
103Vanguard International Equity Index Funds 13,741742.7K $
104Vanguard Index Funds 3,282713K $
105iShares Trust 6,893670.2K $
106RTX Corp 3,415658.8K $
107Blue Owl Technology Finance Corp 50,744628.7K $
108NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 54,911616.7K $
109State Street Spdr Dow Jones Industrial Average Etf Trust 1,321611.9K $
110Cisco Systems, Inc. 7,471579.6K $
111State Street SPDR Portfolio S& 7,194568.8K $
112Select Sector Spdr Trust 5,204567.1K $
113Vanguard Total Stock Market ETF 1,753562.5K $
114Costco Wholesale Corp 563561K $
115Sonida Senior Living Inc 16,592535.1K $
116Caterpillar Inc 754534.2K $
117SELECT SECTOR SPDR TRUST (THE) 4,815533.8K $
118Dimensional ETF Trust 13,326517.8K $
119Bank of America Corp 10,234498.9K $
120Schwab Fundamental U.S. Large Company ETF 17,738494K $
121Vanguard FTSE Pacific ETF 5,037492.3K $
122Wells Fargo & Co 6,091484.9K $
123iShares Russell 1000 Growth ETF 1,136484.4K $
124Coeur Mining Inc 25,523479.1K $
125SPDR Series Trust 6,134469.5K $
126Vanguard US Quality Factor ETF 3,129466.9K $
127iShares Trust 20,304465.2K $
128International Business Machines Corp. 1,917464.7K $
129Lockheed Martin Corp 764461.5K $
130PepsiCo Inc 2,912452.2K $
131iShares Trust 5,881444K $
132Select Sector Spdr Trust 2,735442.3K $
133iShares Core MSCI EAFE ETF 4,784433.1K $
134Blackstone Inc 3,651419.8K $
135Johnson & Johnson 1,710418.1K $
136SPDR Series Trust 4,547416.7K $
137Merck & Co Inc 3,367405K $
138Vanguard Index Funds 2,143395K $
139First Trust Exchange-Traded Fund 1,938389.2K $
140United Parcel Service Inc 3,905384.2K $
141Schwab US TIPS ETF 14,309380.8K $
142Procter & Gamble Co/The 2,614377.5K $
143ASML Holding NV 285376.4K $
144iShares Core 60/40 Balanced Al 5,754370.3K $
145AT&T Inc 12,439360.6K $
146Janus Henderson Securitized In 6,934357.4K $
147Vanguard 0-3 Month Treasury Bi 4,457337.2K $
148iShares Core MSCI Europe ETF 4,727332.2K $
149Darden Restaurants Inc 1,691331.5K $
150iShares Core MSCI Emerging Markets ETF 4,712328.7K $
151iShares MSCI USA Momentum Factor ETF 1,366327.8K $
152ISHARES TRUST 9,131324.3K $
153Palo Alto Networks Inc 1,990319K $
154Altria Group, Inc. 4,703310.4K $
155iShares MSCI EAFE ETF 3,128303.8K $
156iShares Bitcoin Trust ETF 7,845301.4K $
157Quanta Services Inc 546299.8K $
158UnitedHealth Group Inc 1,090295K $
159VanEck Morningstar Wide Moat ETF 3,050294.9K $
160Charles Schwab Corp/The 3,115292.8K $
161Grayscale Bitcoin Trust ETF 5,356282.6K $
162State Street Health Care Select Sector SPDR ETF 1,912280.3K $
163Vanguard FTSE All World ex-US 1,866272K $
164Truist Financial Corp 5,887270.6K $
165CVS Health Corp 3,767270.5K $
166Coca-Cola Co/The 3,544269.5K $
167Philip Morris International Inc. 1,596263.9K $
168Vanguard International Dividend Appreciation ETF 2,979263.5K $
169iShares Silver Trust 3,830261K $
170Vanguard Index Funds 857259K $
171iShares Broad USD Investment Grade Corporate Bond ETF 4,982255.2K $
172Sprott Funds Trust 4,000252.6K $
173GBank Financial Holdings Inc 9,385251.1K $
174Prologis Inc 1,880248.5K $
175iShares Global Energy ETF 4,289247.1K $
176Direxion Shares ETF Trust 5,128245.7K $
177Select Sector Spdr Trust 2,926239.9K $
178QUALCOMM Inc 1,813233.5K $
179Walt Disney Co/The 2,412232.5K $
180Global X Funds 2,580232.4K $
181Thermo Fisher Scientific Inc 467229.5K $
182iShares MSCI Emerging Markets ETF 4,017228.1K $
183Hecla Mining Co 12,085225.1K $
184Ishares Gold Trust 2,511221.4K $
185ALPS ETF Trust 4,160219K $
186Select Sector Spdr Trust 3,562218.2K $
187Mastercard Inc 435217.4K $
188Deere & Co 383215.7K $
189ConocoPhillips 1,622214.1K $
190Automatic Data Processing Inc 1,040211.3K $
191Vertiv Holdings Co 831208.2K $
192Hartford Insurance Group Inc/The 1,516205K $
193Vanguard Scottsdale Funds 3,500204.9K $
194iShares Trust 1,727204.6K $
195VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,173203K $
196iShares Trust 4,341200.5K $
197iShares Trust 2,411199.1K $
198Abbott Laboratories 1,934198.6K $
199Amgen Inc 557196K $
200Honeywell International Inc 854193K $