Managers / Q1 2026
Destiny Wealth Partners, LLC
CIK 0001844369 · 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 · 352-343-2700
Reported Value
$914M
Q1 2026
Positions
1,148
Filings on Record
22
2019–present window
Filed
May 11, 2026
original filing
Summary
Destiny Wealth Partners, Llc reported $914M in U.S.-listed holdings across 1,148 positions for Q1 2026.
Its largest position, JCPB, represents 4.5% of the portfolio.
Compared with Q4 2025, the fund opened 939 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
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 ↗.