Destiny Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Tavares, FL
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
257
Total value ($000)
$977,515
Net value change ($000)
+268,626 (37.9%)
New positions
96
Sold out positions
25
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QQQ 13,048 1221.7%
SPACE EXPLORATION TECHN CORP 12,483 2690.3%
SYK 10,798 NEW
AMZN 9,680 46.9%
JCPB 9,345 23.4%
AAPL 8,849 53.0%
BRK-B 7,920 172.2%
MSFT 7,648 61.3%
SPY 7,215 147.4%
JAAA 6,732 18.4%
Top Reduces (Value $000, Stocks/ETFs)
LMBS -2,726 -100.0%
BNDW -1,497 -100.0%
XOM -1,065 -100.0%
OKLO -498 -20.1%
CAT -385 -100.0%
AVGO -379 -3.8%
NEA -356 -100.0%
WMT -305 -53.9%
AMGN -267 -100.0%
HON -267 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 34 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type