Destiny Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Tavares, FL
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
205
Total value ($000)
$816,281
Net value change ($000)
+72,220 (9.7%)
New positions
16
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 11,881 214.0%
GOOGL 9,498 95.7%
NVDA 6,259 48.2%
AAPL 6,192 38.2%
NLR 5,267 59.4%
VUG 3,973 11.0%
DFLV 2,648 9.0%
DFAX 2,607 11.8%
JAAA 2,348 5.3%
XLK 2,288 13.3%
Top Reduces (Value $000, Stocks/ETFs)
IBB -7,215 -75.3%
NFLX -2,268 -31.2%
CRWD -1,942 -22.9%
BOTZ -1,470 -100.0%
AMZN -1,465 -5.0%
SYK -1,214 -7.9%
BXSL -1,151 -9.6%
META -573 -8.3%
IWD -347 -10.7%
BIL -331 -44.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type