Destiny Capital Corp/co
Destiny Capital Corporation is a Denver-based investment adviser and financial planning firm founded in 1982. The firm specializes in tailored financial planning and wealth management for retirees, pre-retirees, entrepreneurs, and high-net-worth individuals. Destiny Capital provides structured, personalized guidance to clients primarily in Colorado, Texas, Florida, and beyond, helping them simplify complex financial decisions. The firm employs approximately 10–20 professionals who serve as advisors and strategists, focusing on holistic wealth strategies designed to give clients clarity, confidence, and control over their financial futures.
Investment Strategy
Destiny Capital emphasizes disciplined, dynamic, and personalized investment management responsive to shifting financial priorities and market conditions. Their approach centers on a Personal Wealth Operating System™—a strategic blueprint for integrating planning, asset management, risk management, tax planning, and retirement strategies to optimize wealth for each client. Portfolios are constructed based on individual goals, risk tolerance, and holistic needs instead of rigid products, with a focus on proactive strategies that anticipate change rather than react to it. The firm does not promote commission-based products, ensuring alignment with clients’ best interests and long-term aspirations.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 20.48% | $34.0M | 356,247 | $67.83 | $95.32 | +$6.7M |
I IVV | ISHARES TR | 13.47% | $22.3M | 35,977 | $505.66 | $620.90 | +$3.6M |
S SPYV | SPDR SERIES TRUST | 10.51% | $17.4M | 333,034 | $47.52 | $52.34 | +$1.6M |
Q QQQ | INVESCO QQQ TR | 9.92% | $16.4M | 29,818 | $449.36 | $551.64 | +$3.2M |
F FBND | FIDELITY MERRIMACK STR TR | 7.21% | $12.0M | 261,352 | $45.92 | $45.75 | +$442.9K |