Destiny Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Tavares, FL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$708,889
Net value change ($000)
-205,540 (-22.5%)
New positions
14
Sold out positions
976
Turnover %
24.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DSCO 15,140 NEW
XTL 14,458 NEW
XBI 13,839 276780.0%
VUG 4,251 10.8%
DFLV 3,971 11.0%
AMD 3,485 66.9%
CRWD 3,276 57.2%
IDHQ 1,616 20.4%
CIBR 1,591 14.9%
JAAA 1,561 4.5%
Top Reduces (Value $000, Stocks/ETFs)
IYM -13,975 -100.0%
FCOM -13,678 -100.0%
IGLB -12,548 -100.0%
SYK -12,424 -100.0%
QQQ -10,865 -91.1%
VMBS -6,815 -100.0%
AMZN -6,437 -23.8%
BRK-B -6,172 -57.3%
JPIB -5,858 -39.3%
SPY -5,535 -53.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 41 (0.0% of total reported value)
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