Managers / Q4 2023 · view latest →
Destiny Wealth Partners, LLC
CIK 0001844369 · 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 · 352-343-2700
Reported Value
$532M
Q4 2023
Positions
159
Filings on Record
22
2019–present window
Filed
Jan 19, 2024
original filing
Summary
Destiny Wealth Partners, Llc reported $532M in U.S.-listed holdings across 159 positions for Q4 2023.
Its largest position, AMZN, represents 3.8% of the portfolio.
Compared with Q3 2023, the fund opened 13 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 82.6% · $440M
- Common Stock · 17.3% · $92M
- Closed-End Fund · 0.0% · $229,341
- Other · 0.0% · $132,178
- Equity WRT · 0.0% · $6,261
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $914M | 1,148 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $871M | 211 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $816M | 205 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $744M | 192 | Jul 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $630M | 162 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $612M | 167 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $570M | 162 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $556M | 154 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $558M | 157 | Apr 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $532M | 159 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $495M | 161 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $522M | 168 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $483M | 185 | Apr 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $462.0B | 676 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $445M | 586 | Oct 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $454M | 614 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $514M | 539 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $519M | 551 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $498M | 522 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $523M | 183 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $479M | 547 | Apr 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $480M | 510 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.