Destiny Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0001844369
13F-HR · 430 reported holdings · 2026-03-31
Reported long-US-equity value
$0.37B
Top-10 concentration
46.9%
Destiny Wealth Partners, LLC — $368M AUM allocation strategy
Destiny Wealth Partners, LLC files SEC Form 13F and reports $368M of long US equity value across 430 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.7%, followed by Financials 11.9% and Consumer Discretionary 11.4%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Destiny Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$368M
total across 430 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +14.4K sh · +$877K+$JPM +14K sh · +$3.93M+$SCHW +13.5K sh · +$301K
Biggest trims (shares)
−$XLK −102K sh · −$15.4M−$CRM −3.91K sh · −$2.81M−$GOOG −1.95K sh · −$4.18M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage9.5%—
- Semiconductors8.0%—
- Broadline Retail7.3%—
- Interactive Media & Services6.0%—
- Technology Hardware, Storage & Peripherals5.8%—
- Systems Software4.2%—
- Automobile Manufacturers4.0%—
- Health Care Equipment3.3%—
- Other holdings51.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 130K | $27.1M | +9.65K | 7.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 77.3K | $22.2M | -1.95K | 6.0% |
| $AAPL | Apple Inc | 84.6K | $21.5M | +8.13K | 5.8% |
| $NVDA | NVIDIA Corporation | 106K | $18.5M | +66 | 5.0% |
| $MSFT | Microsoft Corporation | 41.7K | $15.4M | +4.38K | 4.2% |
| $MS | Morgan Stanley | 290K | $14.7M | +1.38K | 4.0% |
| $TSLA | Tesla Inc | 39.7K | $14.7M | -48 | 4.0% |
| $SYK | Stryker Corporation | 37.8K | $12.4M | -401 | 3.4% |
…and 422 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.