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
301Principal Financial Group Inc 1,09798.9K $
302KLA Corp 6798.7K $
303Western Digital Corp 36097.4K $
304Strategy Inc 77296.3K $
305Cincinnati Financial Corp 60995.8K $
306Vanguard Total International S 1,23695.3K $
307Select Sector Spdr Trust 2,33495.3K $
308CoreWeave Inc 1,22895.1K $
309iShares ESG Aware MSCI EM ETF 2,08794.9K $
310National Fuel Gas Co 1,00894.7K $
311iShares Trust 43992.7K $
312American Express Co 30692.6K $
313Consolidated Edison Inc 80891.4K $
314Eaton Vance Tax-Managed Global Diversified Equity Income Fund 10,49390.9K $
315Avantis International Small Cap Value ETF 90790.6K $
316Vertex Pharmaceuticals Inc 20089.3K $
317Emerson Electric Co. 66286.7K $
318iShares 0-5 Year High Yield Corporate Bond ETF 2,04086.3K $
319ArcelorMittal SA 1,65786.1K $
320H&R Block Inc 2,70485.8K $
321Amphenol Corp 67385K $
322Invesco S&P 500 Momentum ETF 75784.9K $
323iShares Trust 2,03883.3K $
324iShares Residential and Multisector Real Estate ETF 99482.7K $
325Leidos Holdings Inc 52782K $
326Ciena Corp 21081.5K $
327iShares Core S&P U.S. Growth ETF 52080.6K $
328Delta Air Lines Inc 1,21080.4K $
329Toyota Motor Corp 39080.4K $
330Texas Instruments Inc 41079.6K $
331DTE Energy Co 54379.4K $
332Gentex Corp 3,62579.2K $
333Applied Materials Inc 23078.6K $
334JPMorgan BetaBuilders Canada E 82777.8K $
335Invesco S&P 500 Equal Weight ETF 40377.3K $
336J P Morgan Exchange Traded Fund Trust 1,28476.3K $
337Banco Santander SA 6,72975.9K $
338Marathon Petroleum Corp 31075.7K $
339Lloyds Banking Group PLC 14,84074.6K $
340Southern Co/The 74872.2K $
341Service Corp International/US 87171.9K $
342Valero Energy Corp 29071.7K $
343iShares MBS ETF 74871K $
344EOG Resources Inc 48069.4K $
345IDEX Corp 36569.2K $
346Unum Group 94168.7K $
347Welltower Inc 33566.2K $
348Ssga Active Trust 1,64265.2K $
349Invesco S&P 500 Low Volatility 88564.7K $
350United Community Banks Inc/GA 2,01063.3K $
351iShares MSCI Emerging Markets Min Vol Factor ETF 97162.9K $
352Columbia Sportswear Co 1,13262K $
353RPM International Inc 62161.7K $
354Duke Energy Corp 46360.6K $
355Gartner Inc 38060.2K $
356Occidental Petroleum Corp 92560.1K $
357EchoStar Corp 51259.9K $
358American Homes 4 Rent 2,14059.7K $
359MarketAxess Holdings Inc 36259.7K $
360Westlake Corp 51059.6K $
361US Bancorp 1,10457.4K $
362Ferguson Enterprises Inc 24657.4K $
363General Motors Co 76557K $
364ServiceNow Inc 54557K $
365Vanguard Mid-Cap Growth ETF 22056.7K $
366Goldman Sachs Access Investment Grade Corporate Bond Etf 1,21755.7K $
367Vanguard Whitehall Funds 59155.7K $
368Banco Bilbao Vizcaya Argentaria SA 2,56855.6K $
369iShares Trust 1,03954.6K $
3703M Co 37654.6K $
371iShares Russell 2000 Growth ETF 17053.3K $
372Global X Funds 72153.3K $
373ISHARES U S ETF TR 1,03652.7K $
374Coherent Corp 22052.4K $
375Exelon Corp 1,06652.3K $
376iShares MSCI EAFE Growth ETF 46551.8K $
377Snowflake Inc 34251.6K $
378Bank of New York Mellon Corp/The 42750.7K $
379Invesco S&P International Deve 91150K $
380Westinghouse Air Brake Technologies Corp 19849.5K $
381Intercontinental Exchange Inc 31048.8K $
382Comfort Systems USA Inc 3548.3K $
383Invesco Exchange-Traded Fund T 88348.2K $
384AppLovin Corp 12148.2K $
385Williams Cos Inc/The 66048K $
386Schwab US Dividend Equity ETF 1,55647.7K $
387American International Group Inc 61546.3K $
388Spire Inc 51146.3K $
389Ryman Hospitality Properties Inc 50046.1K $
390Dynatrace Inc 1,24045.9K $
391iShares Trust 40045.6K $
392Analog Devices Inc 14345.5K $
393Autodesk Inc 18845K $
394Cadence Design Systems Inc 15944.2K $
395Novo Nordisk A/S 1,19243.8K $
396Republic Services Inc 19943.6K $
397Brown & Brown Inc 66043.1K $
398Cboe Global Markets Inc 15242.7K $
399Southwest Airlines Co 1,13542.6K $
400iShares Convertible Bond ETF 41642.3K $