Destiny Wealth Partners, LLC

CIK

1844369

Location

TAVARES, FL

Portfolio Value

Small $308,590,192

Diversification

Diversified

Filing Date

Global Rank

#3,197 / 8,636 ▲ 237 · as of Mar 2026

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

-1.3%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.0%

SPY

+78.8%

Annualised alpha

-1.3%

Max drawdown

−23.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

823 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

−1.3 pts

Top 5

36.4%

−5.4 pts

Top 10

57.7%

−10.4 pts

HHI

406

Diversified−149

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$95,306,649	122
Consumer Cyclical	15.9%	$49,106,034	69
Financial Services	15.1%	$46,690,457	150
Communication Services	13.1%	$40,516,123	40
Unclassified	8.8%	$27,295,553	14
Healthcare	7.0%	$21,624,769	94
Industrials	2.5%	$7,845,571	106
Energy	2.0%	$6,324,814	40
Utilities	1.7%	$5,260,173	43
Consumer Defensive	1.3%	$4,163,330	45
Basic Materials	1.0%	$3,194,574	45
Real Estate	0.4%	$1,262,145	55

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OTF	Blue Owl Technology Finance Corp.	+22,163	50,744	$628,718
PSLV	Sprott Physical Silver Trust	+14,571	43,861	$1,069,769
JPM	Jpmorgan Chase & Co	+13,202	17,386	$5,114,265
AMZN	Amazon Com Inc	+9,649	129,968	$27,068,435
AAPL	Apple Inc.	+8,135	84,637	$21,480,024
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+6,968	54,911	$616,650
QQQ	Invesco Qqq Trust, Series 1	+5,205	20,675	$11,933,196
SPY	Spdr S&P 500 ETF Trust	+5,094	16,040	$10,431,453
MSFT	Microsoft Corp	+4,385	41,681	$15,429,055
MCD	Mcdonalds Corp	+3,609	5,041	$1,566,692
GOOGL	Alphabet Inc.	+3,416	89,627	$25,764,523
WM	Waste Management Inc	+3,300	4,534	$1,041,867
UBER	Uber Technologies, Inc	+2,156	60,907	$4,381,040
NFLX	Netflix Inc	+1,839	47,401	$4,557,606
CSCO	Cisco Systems, Inc.	+1,794	7,471	$579,674
HD	Home Depot, Inc.	+1,545	2,969	$976,474
PG	PROCTER & GAMBLE Co	+1,169	2,614	$377,566
XOM	ExxonMobil Holdings Corp	+1,010	10,788	$1,830,292
CVX	Chevron Corp	+843	4,829	$999,120
PLTR	Palantir Technologies Inc.	+819	40,427	$5,913,661
AVGO	Broadcom Inc.	+686	35,976	$11,134,931
AMD	Advanced Micro Devices Inc	+681	25,621	$5,212,080
T	At&T Inc.	+681	12,439	$360,606
BX	Blackstone Inc.	+595	3,651	$419,828
ABBV	AbbVie Inc.	+506	5,561	$1,209,461
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	−337,177	84,649	$2,005,334
RDDT	Reddit, Inc.	−3,607	24,543	$3,304,714
GBFH	GBank Financial Holdings Inc.	−900	9,385	$251,142
RSG	Republic Services, Inc.	−823	199	$43,584
GBTC	Grayscale Bitcoin Trust ETF	−500	5,356	$282,582
SYK	Stryker Corp	−401	37,811	$12,424,316
PM	Philip Morris International Inc.	−364	1,596	$263,882
CRM	Salesforce, Inc.	−300	722	$134,775
DIS	Walt Disney Co	−283	2,412	$232,468
KO	Coca Cola Co	−259	3,544	$269,521
WMT	Walmart Inc.	−196	9,721	$1,208,125
MRK	Merck & Co., Inc.	−172	3,367	$405,016
JNJ	Johnson & Johnson	−144	1,710	$417,992
PEP	Pepsico Inc	−112	2,912	$452,204
INTU	Intuit Inc.	−81	432	$186,788
TSLA	Tesla, Inc.	−48	39,662	$14,744,348
SLV	iShares Silver Trust	−36	3,830	$260,976
PANW	Palo Alto Networks Inc	−5	1,990	$319,036
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PDI	PIMCO Dynamic Income Fund	370,610	$6,341,137
OKLO	Oklo Inc.	78,509	$3,893,261
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	119,355	$1,721,099
EPD	Enterprise Products Partners L.P.	43,400	$1,642,256
DIA	Spdr Dow Jones Industrial Average ETF Trust	1,321	$611,873
SNDA	Sonida Senior Living, Inc.	16,592	$535,092
WFC	Wells Fargo & Company/Mn	6,091	$484,904
CDE	Coeur Mining, Inc.	25,523	$479,066
MO	Altria Group, Inc.	4,703	$310,350
IBIT	iShares Bitcoin Trust ETF	7,845	$301,404
SSRM	Ssr Mining Inc.	10,000	$294,000
TFC	Truist Financial Corp	5,887	$270,625
CVS	CVS HEALTH Corp	3,767	$270,545
PLD	Prologis, Inc.	1,880	$248,498
QCOM	Qualcomm Inc/De	1,813	$233,478
HL	Hecla Mining Co/De/	12,085	$225,143
DE	Deere & Co	383	$215,743
AG	First Majestic Silver Corp	10,000	$214,800
COP	Conocophillips	1,622	$214,104
ADP	Automatic Data Processing Inc	1,040	$211,307
VRT	Vertiv Holdings Co	831	$208,231
HIG	Hartford Insurance Group, Inc.	1,516	$205,008
ABT	Abbott Laboratories	1,934	$198,563
AMGN	Amgen Inc	557	$195,980
REGN	Regeneron Pharmaceuticals, Inc.	247	$190,842
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

823 tracked positions · $308,590,192 total · filing declares 1,148 positions · $914,429,404 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 823 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	129,968	+9,649	$27,068,435	−2.5%	8.77%
GOOGL	Alphabet Inc. Communication Services	Added	89,627	+3,416	$25,764,523	−4.5%	8.35%
AAPL	Apple Inc. Technology	Added	84,637	+8,135	$21,480,024	+3.3%	6.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	18,185	0	$19,479,164	−4.8%	6.31%
NVDA	Nvidia Corp Technology	Added	106,350	+66	$18,547,440	−6.4%	6.01%
MSFT	Microsoft Corp Technology	Added	41,681	+4,385	$15,429,055	−14.5%	5.00%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	39,662	-48	$14,744,348	−17.4%	4.78%
SYK	Stryker Corp Healthcare	Reduced	37,811	-401	$12,424,316	−7.5%	4.03%
QQQ	Invesco Qqq Trust, Series 1	Added	20,675	+5,205	$11,933,196	+25.6%	3.87%
AVGO	Broadcom Inc. Technology	Added	35,976	+686	$11,134,931	−8.8%	3.61%
SPY	Spdr S&P 500 ETF Trust	Added	16,040	+5,094	$10,431,453	+39.8%	3.38%
PDI	PIMCO Dynamic Income Fund Financial Services	NEW	370,610	NEW	$6,341,137	NEW	2.05%
PLTR	Palantir Technologies Inc. Technology	Added	40,427	+819	$5,913,661	−16.0%	1.92%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	14,672	+392	$5,728,095	−14.4%	1.86%
META	Meta Platforms, Inc. Communication Services	Added	9,371	+319	$5,361,430	−10.3%	1.74%
AMD	Advanced Micro Devices Inc Technology	Added	25,621	+681	$5,212,080	−2.4%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,386	+13,202	$5,114,265	+279.3%	1.66%
NFLX	Netflix Inc Communication Services	Added	47,401	+1,839	$4,557,606	+6.7%	1.48%
UBER	Uber Technologies, Inc Technology	Added	60,907	+2,156	$4,381,040	−8.7%	1.42%
OKLO	Oklo Inc. Utilities	NEW	78,509	NEW	$3,893,261	NEW	1.26%
RDDT	Reddit, Inc. Communication Services	Reduced	24,543	-3,607	$3,304,714	−48.9%	1.07%
GLD	Spdr Gold Trust	Added	7,013	+494	$3,017,623	+16.8%	0.98%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	84,649	-337,177	$2,005,334	−81.9%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Added	10,788	+1,010	$1,830,292	+55.5%	0.59%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	NEW	119,355	NEW	$1,721,099	NEW	0.56%
EPD	Enterprise Products Partners L.P. Energy	NEW	43,400	NEW	$1,642,256	NEW	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,041	+3,609	$1,566,692	+258.0%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	5,561	+506	$1,209,461	+4.7%	0.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,721	-196	$1,208,125	+9.3%	0.39%
LLY	ELI LILLY & Co Healthcare	Added	1,276	+479	$1,173,626	+37.0%	0.38%
PSLV	Sprott Physical Silver Trust Financial Services	Added	43,861	+14,571	$1,069,769	+54.4%	0.35%
WM	Waste Management Inc Industrials	Added	4,534	+3,300	$1,041,867	+284.3%	0.34%
CVX	Chevron Corp Energy	Added	4,829	+843	$999,120	+64.5%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,969	+1,545	$976,474	+99.3%	0.32%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	2,952	0	$965,510	+5.4%	0.31%
BLK	BlackRock, Inc. Financial Services	Added	860	+354	$827,070	+52.7%	0.27%
V	Visa Inc. Financial Services	Added	2,626	+18	$793,682	−13.2%	0.26%
DGX	Quest Diagnostics Inc Healthcare	Held	4,000	0	$783,920	+12.9%	0.25%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	8,295	0	$765,711	+1.2%	0.25%
HCA	HCA Healthcare, Inc. Healthcare	Held	1,580	0	$747,719	+1.4%	0.24%
GS	Goldman Sachs Group Inc Financial Services	Held	879	0	$743,625	−3.8%	0.24%
TT	Trane Technologies plc Industrials	Held	1,709	0	$712,208	+7.1%	0.23%
RTX	RTX Corp Industrials	Added	3,415	+2	$658,753	+5.2%	0.21%
OTF	Blue Owl Technology Finance Corp. Financial Services	Added	50,744	+22,163	$628,718	+51.3%	0.20%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	54,911	+6,968	$616,650	+10.6%	0.20%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	1,321	NEW	$611,873	NEW	0.20%
CSCO	Cisco Systems, Inc. Technology	Added	7,471	+1,794	$579,674	+32.6%	0.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	563	+3	$560,990	+16.2%	0.18%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	16,592	NEW	$535,092	NEW	0.17%
CAT	Caterpillar Inc Industrials	Held	754	0	$534,178	+23.7%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.