Destiny Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Tavares, FL
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$871,484
Net value change ($000)
+55,203 (6.8%)
New positions
17
Sold out positions
11
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SEIX 16,475 3483.1%
PAVE 14,164 5852.9%
VCLT 12,572 NEW
JCPB 12,529 44.5%
GOOGL 6,991 36.0%
VMBS 6,865 NEW
AMD 6,268 NEW
DFLV 4,953 15.5%
DFIV 4,569 53.1%
VUG 3,366 8.4%
Top Reduces (Value $000, Stocks/ETFs)
XLF -13,459 -93.2%
JAAA -10,452 -22.5%
BIV -8,832 -100.0%
JEPI -7,592 -100.0%
AVDV -4,572 -100.0%
ONEV -3,766 -100.0%
AAPL -2,858 -12.8%
NFLX -1,105 -22.1%
MSFT -980 -5.3%
VTIP -947 -16.6%
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