SEC Form 13F · Q3 2026

Destiny Wealth Partners, LLC

Institutional Holdings Report

13F-HRFL
$977.5M
Portfolio Value
257
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Destiny Wealth Partners, LLC
CIK
1844369
Accession No.
0001844369-26-000007
Location
TAVARES, FL
Form Type
13F-HR
Portfolio Value
$977.5M
Holdings Reported
257
Reporting Period
Q3 2026
Filed
November 5, 2026

About this Filing

Destiny Wealth Partners, LLC is an institutional investment manager based in TAVARES, FL reporting approximately $977.5M in 13(f) securities across 257 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.