Destiny Wealth Partners, LLC

CIK

1844369

Location

TAVARES, FL

Portfolio Value

Small $290,419,925

Diversification

Diversified

Filing Date

Global Rank

#3,473 / 8,605 ▲ 329 · as of Mar 2026

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 11, 2026 · 59d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.8%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−23.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.3%

−1.4 pts

Top 5

36.1%

−7.0 pts

Top 10

57.0%

−10.9 pts

HHI

399

Diversified−165

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$91,053,576	122
Consumer Cyclical	16.9%	$49,112,587	69
Communication Services	12.7%	$36,982,348	39
Financial Services	12.4%	$35,968,739	150
Unclassified	9.4%	$27,295,553	14
Healthcare	7.5%	$21,675,056	94
Industrials	2.8%	$8,100,013	106
Energy	2.2%	$6,324,814	40
Utilities	1.8%	$5,260,173	43
Consumer Defensive	1.4%	$4,166,932	44
Basic Materials	1.1%	$3,194,572	45
Real Estate	0.4%	$1,285,562	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
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	Exxon Mobil 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
T	At&T Inc.	+681	12,439	$360,606
AMD	Advanced Micro Devices Inc	+681	25,621	$5,212,080
BX	Blackstone Inc.	+595	3,651	$419,828
ABBV	AbbVie Inc.	+506	5,561	$1,209,461
GLD	Spdr Gold Trust	+494	7,013	$3,017,623
No positions match the current search.

Trimmed

Positions the filer reduced

19 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
GOOGL	Alphabet Inc.	−1,945	77,319	$22,233,851
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
HON	Honeywell International Inc	854	$193,029
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

821 positions · $290,419,925 total · 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 821 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%	9.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	77,319	-1,945	$22,233,851	−10.4%	7.66%
AAPL	Apple Inc. Technology	Added	84,637	+8,135	$21,480,024	+3.3%	7.40%
NVDA	Nvidia Corp Technology	Added	106,350	+66	$18,547,440	−6.4%	6.39%
MSFT	Microsoft Corp Technology	Added	41,681	+4,385	$15,429,055	−14.5%	5.31%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	39,662	-48	$14,744,348	−17.4%	5.08%
SYK	Stryker Corp Healthcare	Reduced	37,811	-401	$12,424,316	−7.5%	4.28%
QQQ	Invesco Qqq Trust, Series 1	Added	20,675	+5,205	$11,933,196	+25.6%	4.11%
AVGO	Broadcom Inc. Technology	Added	35,976	+686	$11,134,931	−8.8%	3.83%
SPY	Spdr S&P 500 ETF Trust	Added	16,040	+5,094	$10,431,453	+39.8%	3.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	18,170	0	$8,707,064	−4.7%	3.00%
PDI	PIMCO Dynamic Income Fund Financial Services	NEW	370,610	NEW	$6,341,137	NEW	2.18%
PLTR	Palantir Technologies Inc. Technology	Added	40,427	+819	$5,913,661	−16.0%	2.04%
META	Meta Platforms, Inc. Communication Services	Added	9,371	+319	$5,361,430	−10.3%	1.85%
AMD	Advanced Micro Devices Inc Technology	Added	25,621	+681	$5,212,080	−2.4%	1.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,386	+13,202	$5,114,265	+279.3%	1.76%
NFLX	Netflix Inc Communication Services	Added	47,401	+1,839	$4,557,606	+6.7%	1.57%
UBER	Uber Technologies, Inc Technology	Added	60,907	+2,156	$4,381,040	−8.7%	1.51%
OKLO	Oklo Inc. Utilities	NEW	78,509	NEW	$3,893,261	NEW	1.34%
RDDT	Reddit, Inc. Communication Services	Reduced	24,543	-3,607	$3,304,714	−48.9%	1.14%
GLD	Spdr Gold Trust	Added	7,013	+494	$3,017,623	+16.8%	1.04%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	84,649	-337,177	$2,005,334	−81.9%	0.69%
XOM	Exxon Mobil Corp Energy	Added	10,788	+1,010	$1,830,292	+55.5%	0.63%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	NEW	119,355	NEW	$1,721,099	NEW	0.59%
EPD	Enterprise Products Partners L.P. Energy	NEW	43,400	NEW	$1,642,256	NEW	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,041	+3,609	$1,566,692	+258.0%	0.54%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	14,672	+392	$1,432,023	−14.4%	0.49%
ABBV	AbbVie Inc. Healthcare	Added	5,561	+506	$1,209,461	+4.7%	0.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,721	-196	$1,208,125	+9.3%	0.42%
LLY	ELI LILLY & Co Healthcare	Added	1,276	+479	$1,173,626	+37.0%	0.40%
PSLV	Sprott Physical Silver Trust Financial Services	Added	43,861	+14,571	$1,069,769	+54.4%	0.37%
WM	Waste Management Inc Industrials	Added	4,534	+3,300	$1,041,867	+284.3%	0.36%
CVX	Chevron Corp Energy	Added	4,829	+843	$999,120	+64.5%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,969	+1,545	$976,474	+99.3%	0.34%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	2,952	0	$965,510	+5.4%	0.33%
BLK	BlackRock, Inc. Financial Services	Added	860	+354	$827,070	+52.7%	0.28%
V	Visa Inc. Financial Services	Added	2,626	+18	$793,682	−13.2%	0.27%
DGX	Quest Diagnostics Inc Healthcare	Held	4,000	0	$783,920	+12.9%	0.27%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	8,295	0	$765,711	+1.2%	0.26%
HCA	HCA Healthcare, Inc. Healthcare	Held	1,580	0	$747,719	+1.4%	0.26%
GS	Goldman Sachs Group Inc Financial Services	Held	879	0	$743,625	−3.8%	0.26%
TT	Trane Technologies plc Industrials	Held	1,709	0	$712,208	+7.1%	0.25%
RTX	RTX Corp Industrials	Added	3,415	+2	$658,753	+5.2%	0.23%
OTF	Blue Owl Technology Finance Corp. Financial Services	Added	50,744	+22,163	$628,718	+51.3%	0.22%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	54,911	+6,968	$616,650	+10.6%	0.21%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	1,321	NEW	$611,873	NEW	0.21%
CSCO	Cisco Systems, Inc. Technology	Added	7,471	+1,794	$579,674	+32.6%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	563	+3	$560,990	+16.2%	0.19%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	16,592	NEW	$535,092	NEW	0.18%
CAT	Caterpillar Inc Industrials	Held	754	0	$534,178	+23.7%	0.18%