Destiny Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Tavares, FL
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
1,148
Total value ($000)
$914,429
Net value change ($000)
+42,945 (4.9%)
New positions
937
Sold out positions
2
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FBND 16,987 NEW
JPIB 14,917 NEW
IYM 13,975 NEW
CLOI 13,950 NEW
IGLB 12,548 NEW
PYLD 8,318 NEW
IDHQ 7,908 NEW
PDI 6,341 NEW
VO 4,603 123.2%
OKLO 3,893 NEW
Top Reduces (Value $000, Stocks/ETFs)
TOTL -17,091 -99.6%
XLK -15,375 -76.8%
VCLT -12,557 -99.9%
SRLN -11,156 -100.0%
BXSL -8,975 -81.7%
VIGI -8,179 -96.9%
NLR -5,942 -37.8%
VOT -4,487 -98.7%
GOOGL -4,181 -15.8%
VUG -3,961 -9.1%
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