Destiny Wealth Partners, LLC

Registered adviser

CIK

1844369

Location

TAVARES, FL

Portfolio Value

Small $703,473,172

Diversification

Diversified

Filing Date

Global Rank

#3,031 / 8,811 ▼ 556

Top Industry

Software - Infrastructure 23.0%

Period ended 4 months ago

Filed Aug 7, 2026 · 2mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 171346

Roster of Oct 1, 2026

Regulatory AUM

$947,288,591

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jul 2026 to Oct 2026	$947,288,591	Individuals and high net worth (100%)
Apr 2026 to Jun 2026	$1,495,283,793	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$1,125,679,810	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$996,817,259	Individuals and high net worth (100%)
May 2023 to Mar 2024	$805,805,266	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$805,805,266	Individuals and high net worth (100%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.6%, 21.1 effective positions, active share 74.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

31.9% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 74.7%; sector active share 59.8% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

184 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.7%

+1.8 pts

Top 5

40.2%

+6.3 pts

Top 10

58.6%

+11.5 pts

HHI

475

Diversified+127

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.2%	$486,890,713	94
Technology	15.2%	$106,733,853	12
Consumer Cyclical	5.0%	$35,326,627	11
Financial Services	4.4%	$31,067,554	20
Communication Services	3.8%	$26,910,404	5
Healthcare	0.6%	$4,152,997	9
Industrials	0.6%	$4,122,364	14
Utilities	0.5%	$3,747,493	3
Consumer Defensive	0.3%	$2,243,419	8
Basic Materials	0.2%	$1,195,670	6
Energy	0.2%	$1,082,078	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+423,194	513,656	$44,246,327
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	+94,136	94,172	$14,902,719
VO	VANGUARD MID-CAP INDEX FUND	+50,754	79,792	$6,428,841
CRWD	CrowdStrike Holdings, Inc.	+32,505	47,177	$36,002,655
JAAA	Janus Henderson AAA CLO ETF	+29,135	722,899	$36,499,170
USHY	iShares Broad USD High Yield Corporate Bond ETF	+22,607	369,017	$0
BF-B	Brown Forman Corp	+7,404	7,994	$213,040
CLOI	VanEck CLO ETF	+5,185	269,896	$14,290,993
LW	Lamb Weston Holdings, Inc.	+4,591	4,623	$199,621
PULS	PGIM Ultra Short Bond ETF	+3,998	114,212	$5,659,204
PAAA	PGIM AAA CLO ETF	+3,364	5,307	$272,089
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+2,908	91,197	$4,102,953
ES	Eversource Energy	+2,413	2,838	$205,102
MDLZ	Mondelez International, Inc.	+2,351	4,265	$246,687
BC	Brunswick Corp	+2,287	2,537	$213,716
JSI	Janus Henderson Securitized Income ETF	+2,211	9,145	$468,315
EVRG	Evergy, Inc.	+2,016	2,439	$210,802
LMBS	First Trust Low Duration Opportunities ETF	+1,887	55,078	$2,741,782
CL	Colgate Palmolive Co	+1,839	2,285	$209,488
FLOT	iShares Floating Rate Bond ETF	+1,659	48,976	$0
PSLV	Sprott Physical Silver Trust	+1,591	45,452	$857,679
MSM	Msc Industrial Direct Co Inc	+1,518	1,678	$199,598
AFG	American Financial Group Inc	+1,355	1,470	$205,711
SNOW	Snowflake Inc.	+1,231	1,573	$400,328
DRI	Darden Restaurants Inc	+971	2,662	$548,398
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SEIX	Virtus Seix Senior Loan ETF	−155,757	582,615	$13,475,884
PDI	PIMCO Dynamic Income Fund	−143,025	227,585	$3,800,669
PYLD		−125,067	192,418	$5,102,925
JPIB	JPMorgan International Bond Opportunities ETF	−122,687	189,248	$9,150,140
JBBB	Janus Henderson B-BBB CLO ETF	−95,227	143,364	$6,788,285
ANGL	VanEck Fallen Angel High Yield Bond ETF	−86,673	310,481	$9,078,464
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−81,134	329,251	$8,119,329
FBND	Fidelity Total Bond ETF	−74,714	297,650	$13,540,098
BXSL	Blackstone Secured Lending Fund	−71,329	13,320	$315,817
EVTR	Eaton Vance Total Return Bond ETF	−58,183	231,605	$11,744,689
AMZN	Amazon Com Inc	−54,001	75,967	$18,105,974
—		−36,641	133,375	$11,983,743
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−35,865	33,022	$5,025,287
AAPL	Apple Inc.	−30,621	54,016	$15,630,069
NVDA	Nvidia Corp	−29,445	76,905	$15,387,921
VIG	Vanguard Specialized Funds	−27,782	32,419	$7,670,983
OTF	Blue Owl Technology Finance Corp.	−27,390	23,354	$241,713
XT	iShares Future Exponential Technologies ETF	−26,516	3,693	$0
DFLV	Dimensional US Large Cap Value ETF	−26,378	988,557	$39,087,543
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−23,364	31,547	$370,361
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−22,238	12,640	$2,408,172
SHYM		−20,900	27,780	$623,661
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−20,391	28,505	$4,504,645
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−20,298	21,998	$3,452,586
QQQ	Invesco Qqq Trust, Series 1	−19,123	1,552	$1,142,892
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
XTL	State Street(R) SPDR(R) S&P(R) Telecom ETF	69,454	$15,800,090
DSCO		610,353	$15,216,100
SPCX	Space Exploration Technologies Corp	4,282	$731,622
DFUV	Dimensional U.S. Marketwide Value ETF	9,043	$497,455
VONE	VANGUARD RUSSELL 1000 INDEX FUND	1,371	$464,385
BUFR	FT Vest Laddered Buffer ETF	12,570	$459,182
WSM	Williams Sonoma Inc	907	$211,421
ROK	Rockwell Automation, Inc	421	$208,428
DFAT	Dimensional U.S. Targeted Value ETF	2,976	$208,022
GPK	Graphic Packaging Holding Co	19,457	$205,660
SNA	Snap-on Inc	511	$205,626
TIGO	Millicom International Cellular SA	2,251	$204,300
PLUG	Plug Power Inc	10,000	$27,100
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FCOM	Fidelity MSCI Communication Services Index ETF	200,794	$13,678,087
SYK	Stryker Corp	37,811	$12,424,316
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	145,153	$6,814,933
NFLX	Netflix Inc	47,401	$4,557,606
ONEQ	Fidelity Nasdaq Composite Index ETF	22,850	$1,940,193
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	62,591	$1,882,111
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
—		7,746	$1,594,126
FDN	First Trust Dow Jones Internet Index Fund	5,032	$1,177,638
LLY	ELI LILLY & Co	1,276	$1,173,626
VEA	Vanguard FTSE Developed Markets ETF	17,593	$1,127,359
CVX	Chevron Corp	4,829	$999,120
BLK	BlackRock, Inc.	860	$827,070
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	16,260	$803,244
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	13,741	$742,701
EMLP	First Trust North American Energy Infrastructure Fund	16,588	$724,232
TT	Trane Technologies plc	1,709	$712,208
RTX	RTX Corp	3,415	$658,753
DIA	Spdr Dow Jones Industrial Average ETF Trust	1,321	$611,873
COST	Costco Wholesale Corp /New	563	$560,990
SNDA	Sonida Senior Living, Inc.	16,592	$535,092
FNDX	Schwab Fundamental U.S. Large Company ETF	17,738	$494,003
VPL	VANGUARD PACIFIC STOCK INDEX FUND	5,037	$492,266
WFC	Wells Fargo & Company/Mn	6,091	$484,904
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

184 tracked positions · $703,473,172 total · filing declares 186 positions · $708,889,139 · as of Jun 30, 2026

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

Showing 1–50 of 184 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	513,656	+423,194	$44,246,327	—	23	before history	6.29%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	864,714	-3,872	$40,589,675	−0.7%	17	$46.76	5.77%
DFLV	Dimensional US Large Cap Value ETF	Reduced	988,557	-26,378	$39,087,543	+7.8%	9	$29.61	5.56%
JAAA	Janus Henderson AAA CLO ETF	Added	722,899	+29,135	$36,499,170	+4.4%	22	$50.70	5.19%
CRWD	CrowdStrike Holdings, Inc. CALL + SHARES Technology	Added	47,277	+32,605	$36,078,969	+529.9%	9	$497.36	5.13%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	793,729	-17,349	$29,240,976	+6.1%	14	$25.59	4.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,200	-19,119	$20,798,934	−6.5%	23	before history	2.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	75,967	-54,001	$18,105,974	−33.1%	23	before history	2.57%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	165,221	-9,737	$15,942,174	+13.1%	13	$54.64	2.27%
XTL	State Street(R) SPDR(R) S&P(R) Telecom ETF	NEW	69,454	NEW	$15,800,090	NEW	1	$222.45	2.25%
AAPL	Apple Inc. Technology	Reduced	54,016	-30,621	$15,630,069	−27.2%	23	before history	2.22%
NVDA	Nvidia Corp Technology	Reduced	76,905	-29,445	$15,387,921	−17.0%	23	before history	2.19%
DSCO		NEW	610,353	NEW	$15,216,100	NEW	1	$24.84	2.16%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Added	94,172	+94,136	$14,902,719	+324013.1%	2	$135.18	2.12%
CLOI	VanEck CLO ETF	Added	269,896	+5,185	$14,290,993	+2.4%	2	$52.78	2.03%
FBND	Fidelity Total Bond ETF	Reduced	297,650	-74,714	$13,540,098	−20.3%	2	$46.12	1.92%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	32,107	-7,555	$13,504,204	−8.4%	20	unpriced	1.92%
SEIX	Virtus Seix Senior Loan ETF	Reduced	582,615	-155,757	$13,475,884	−20.9%	4	$23.45	1.92%
DFIV	Dimensional International Value ETF	Reduced	239,939	-6,400	$12,961,504	−0.3%	15	$34.96	1.84%
		Reduced	133,375	-36,641	$11,983,743	+12.5%	23	before history	1.70%
EVTR	Eaton Vance Total Return Bond ETF	Reduced	231,605	-58,183	$11,744,689	−20.1%	5	$50.44	1.67%
AMD	Advanced Micro Devices Inc Technology	Reduced	18,265	-7,356	$10,610,321	+103.6%	3	$224.30	1.51%
MSFT	Microsoft Corp Technology	Reduced	26,866	-14,815	$10,021,555	−35.0%	23	before history	1.42%
AVGO	Broadcom Inc. Technology	Reduced	25,899	-10,077	$9,783,347	−12.1%	11	unpriced	1.39%
IDHQ	Invesco Ltd. Financial Services	Reduced	217,494	-6,081	$9,506,662	+20.2%	2	$37.25	1.35%
JPIB	JPMorgan International Bond Opportunities ETF	Reduced	189,248	-122,687	$9,150,140	−38.7%	2	$48.73	1.30%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Reduced	310,481	-86,673	$9,078,464	−20.4%	23	before history	1.29%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	329,251	-81,134	$8,119,329	−20.6%	6	$24.55	1.15%
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	Reduced	152,372	-6,222	$7,923,344	+15.6%	23	before history	1.13%
VIG	Vanguard Specialized Funds	Reduced	32,419	-27,782	$7,670,983	−40.8%	23	before history	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,097	-3,073	$7,554,387	−13.2%	23	before history	1.07%
FLTR	VanEck IG Floating Rate ETF	Reduced	280,947	-13,218	$7,195,052	−4.0%	9	unpriced	1.02%
NLR	VanEck Uranium and Nuclear ETF	Reduced	61,542	-12,009	$7,137,641	−27.1%	5	$96.69	1.01%
JBBB	Janus Henderson B-BBB CLO ETF	Reduced	143,364	-95,227	$6,788,285	−39.0%	11	$47.79	0.96%
VO	VANGUARD MID-CAP INDEX FUND	Added	79,792	+50,754	$6,428,841	—	23	before history	0.91%
PULS	PGIM Ultra Short Bond ETF	Added	114,212	+3,998	$5,659,204	+3.7%	7	$49.66	0.80%
CGGR	Capital Group Growth ETF	Reduced	110,311	-4,628	$5,206,679	+12.7%	12	$27.21	0.74%
PYLD		Reduced	192,418	-125,067	$5,102,925	−38.7%	2	$26.65	0.73%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	33,022	-35,865	$5,025,287	−50.0%	23	before history	0.71%
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	Reduced	58,627	-3,556	$5,022,575	+6.7%	23	before history	0.71%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	68,387	-2,867	$4,943,012	+13.1%	5	$57.37	0.70%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Reduced	62,829	-3,259	$4,902,546	+11.1%	15	$49.97	0.70%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,554	-9,486	$4,894,330	−53.1%	20	$529.21	0.70%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	96,002	-3,287	$4,822,180	−2.8%	15	$49.03	0.69%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	28,505	-20,391	$4,504,645	−37.8%	23	before history	0.64%
BRK-A	Berkshire Hathaway Inc Financial Services	Reduced	6	-9	$4,493,100	−58.3%	7	$724,423.60	0.64%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	91,197	+2,908	$4,102,953	+2.9%	9	$44.39	0.58%
META	Meta Platforms, Inc. Communication Services	Reduced	6,918	-2,453	$3,896,840	−27.3%	9	$527.11	0.55%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	227,585	-143,025	$3,800,669	−40.1%	2	$18.00	0.54%
PLTR	Palantir Technologies Inc. Technology	Reduced	32,363	-8,064	$3,775,791	−36.2%	7	$67.62	0.54%

Showing the top 50 of 184 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.