Destiny Wealth Partners, LLC
Long book
$914.4M
Q1 2026
Positions
1148
Top-10 weight
31%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
82%
of book per quarter
Strategy in plain words
auto-generated from filingsDestiny Wealth Partners, LLC is a wealth-management firm allocating client money, running a $914.4M US long book across 1148 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: JPMORGAN CORE PLUS BOND ETF, VANGUARD GROWTH ETF, DIM US LARGE CAP VALUE ETF, JANUS HENDERSON AAA CLO ETF, DIMENSIONAL WORLD EX US CORE.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+4.7%
Q3 2024
+1.7%
Q4 2024
-2.2%
Q1 2025
+8.9%
Q2 2025
+6.6%
Q3 2025
+2.1%
Q4 2025
-3.2%
Q1 2026
+10.4%
Sector allocation
Technology 46%
Consumer discretionary 13%
Financials 12%
Industrials 8%
Healthcare 8%
Services media 5%
Utilities 3%
Other 2%
Long book by quarter
What does Destiny Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 130.0K | $27.1M | 3.0% | +8.0% |
| GOOGL ALPHABET INC-CL A | Technology | 77.3K | $22.2M | 2.4% | -2.5% |
| AAPL APPLE INC | Technology | 84.6K | $21.5M | 2.3% | +10.6% |
| NVDA NVIDIA CORP | Technology | 106.3K | $18.5M | 2.0% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 41.7K | $15.4M | 1.7% | +11.8% |
| TSLA TESLA INC | Industrials | 39.7K | $14.7M | 1.6% | -0.1% |
| SYK STRYKER CORP | Healthcare | 37.8K | $12.4M | 1.4% | -1.0% |
| AVGO BROADCOM INC | Technology | 36.0K | $11.1M | 1.2% | +1.9% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 15 | $10.8M | 1.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 18.2K | $8.7M | 1.0% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 40.4K | $5.9M | 0.6% | +2.1% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 14.7K | $5.7M | 0.6% | +2.7% |
| META META PLATFORMS INC-CLASS A | Technology | 9.4K | $5.4M | 0.6% | +3.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 25.6K | $5.2M | 0.6% | +2.7% |
| JPM JPMORGAN CHASE & CO | Financials | 17.4K | $5.1M | 0.6% | +315.5% |
| NFLX NETFLIX INC | Services media | 47.4K | $4.6M | 0.5% | +4.0% |
| UBER UBER TECHNOLOGIES INC | Services media | 60.9K | $4.4M | 0.5% | +3.7% |
| OKLO OKLO INC | Utilities | 78.5K | $3.9M | 0.4% | New |
| GOOG ALPHABET INC-CL C | Technology | 12.3K | $3.5M | 0.4% | +77.2% |
| RDDT REDDIT INC-CL A | Technology | 24.5K | $3.3M | 0.4% | -12.8% |
| BXSL BLACKSTONE SECURED LENDING F | — | 84.6K | $2.0M | 0.2% | -79.9% |
| XOM EXXON MOBIL CORP | Energy | 10.8K | $1.8M | 0.2% | +10.3% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 43.4K | $1.6M | 0.2% | New |
| MCD MCDONALD'S CORP | Consumer discretionary | 5.0K | $1.6M | 0.2% | +252.0% |
| ABBV ABBVIE INC | Healthcare | 5.6K | $1.2M | 0.1% | +10.0% |
| WMT WALMART INC | Consumer discretionary | 9.7K | $1.2M | 0.1% | -2.0% |
| LLY ELI LILLY & CO | Healthcare | 1.3K | $1.2M | 0.1% | +60.1% |
| WM WASTE MANAGEMENT INC | Utilities | 4.5K | $1.0M | 0.1% | +267.4% |
| CVX CHEVRON CORP | Energy | 4.8K | $999K | 0.1% | +21.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 1148 | $914.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 211 | $871.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 6, 2025 | 205 | $816.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 192 | $744.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 162 | $630.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 167 | $612.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 162 | $570.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 154 | $556.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 9, 2024 | 157 | $558.0M | canonical | SEC ↗ |