Destiny Wealth Partners, LLC
All 13F Filings
- Location
- Tavares, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 708,889
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 186 | 708,889 | 13F-HR | Destiny Wealth Partners, LLC |
| Q1 2026 | 5/11/2026 | 1,148 | 914,429 | 13F-HR | Destiny Wealth Partners, LLC |
| Q4 2025 | 2/3/2026 | 211 | 871,484 | 13F-HR | Destiny Wealth Partners, LLC |
| Q3 2025 | 10/6/2025 | 205 | 816,281 | 13F-HR | Destiny Wealth Partners, LLC |
| Q2 2025 | 7/16/2025 | 192 | 744,061 | 13F-HR | Destiny Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
41
(0.0% of total reported value)
· QoQ Δ:
+41
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 223.3 K | 31.5% | 0 | 121.6 K | -121.6 K |
| ETFs | 483.1 K | 68.1% | 0 | 84.01 K | -84.01 K |
| Debt | 2.501 K | 0.4% | 73 | 0 | 73 |
| Other | 0 | 0.0% | 0 | 61 | -61 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
708,889
Holdings
186
QoQ value change ($000)
-205,540
(-22.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.