Destiny Wealth Partners, LLC
All 13F Filings
- Location
- Tavares, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 871,484
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 646.1 K | 74.1% | 22.77 K | 0 | 22.77 K |
| ETFs | 211 K | 24.2% | 32.21 K | 0 | 32.21 K |
| Debt | 2.512 K | 0.3% | 0 | 158 | -158 |
| Other | 11.89 K | 1.4% | 381 | 0 | 381 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
871,484
Holdings
211
QoQ value change ($000)
55,203
(6.8%)
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.