SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Destiny Wealth Partners, LLC

CIK 0001844369 · 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 · 352-343-2700

Reported Value
$816M
Q3 2025
Positions
205
Filings on Record
22
2019–present window
Filed
Oct 6, 2025
original filing

Summary

Destiny Wealth Partners, Llc reported $816M in U.S.-listed holdings across 205 positions for Q3 2025.

Its largest position, Janus Detroit Str Tr, represents 5.7% of the portfolio.

Compared with Q2 2025, the fund opened 16 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $480MQ4 ’20Q1 ’21: $479MQ2 ’21: $523MQ3 ’21: $498MQ3 ’21Q4 ’21: $519MQ1 ’22: $514MQ2 ’22: $454MQ2 ’22Q3 ’22: $445MQ4 ’22: $462.0BQ1 ’23: $483MQ1 ’23Q2 ’23: $522MQ3 ’23: $495MQ4 ’23: $532MQ4 ’23Q1 ’24: $558MQ2 ’24: $556MQ3 ’24: $570MQ3 ’24Q4 ’24: $612MQ1 ’25: $630MQ2 ’25: $744MQ2 ’25Q3 ’25: $816MQ4 ’25: $871MQ1 ’26: $914MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 69.5%Common Stock: 30.1%Other: 0.3%Closed-End Fund: 0.1%ADR: 0.0%
  • ETP · 69.5% · $567M
  • Common Stock · 30.1% · $246M
  • Other · 0.3% · $2M
  • Closed-End Fund · 0.1% · $969,339
  • ADR · 0.0% · $67,374

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$914M1,148May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$871M211Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$816M205Oct 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$744M192Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$630M162Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$612M167Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$570M162Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$556M154Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$558M157Apr 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$532M159Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$495M161Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$522M168Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$483M185Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$462.0B676Jan 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$445M586Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$454M614Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$514M539Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$519M551Jan 20, 202213F-HRchanges · EDGAR ↗
Q3 2021$498M522Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$523M183Jul 27, 202113F-HRchanges · EDGAR ↗
Q1 2021$479M547Apr 22, 202113F-HRchanges · EDGAR ↗
Q4 2020$480M510Feb 5, 202113F-HRchanges · 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 ↗.