Destiny Wealth Partners, LLC reported 113 positions worth $278.93M for the quarter ended Sep 30, 2026, up 56.7% on the prior quarter. It opened 46 new positions, added to 38, trimmed 14 and exited 21. Its largest holding is Amazon Com Inc at 10.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +90.7K | +2,117.2% | $12.36M | 4.64% |
| AMZN Amazon Com Inc | +47.4K | +62.4% | $11.65M | 10.87% |
| SYK Stryker Corp | +35.2K | – | $10.80M | 3.87% |
| BRK-A Berkshire Hathaway Inc | +9 | +150.0% | $7.51M | 4.49% |
| AAPL Apple Inc. | +21.5K | +39.7% | $7.26M | 9.15% |
| MSFT Microsoft Corp | +12.8K | +47.8% | $6.51M | 7.22% |
| GOOGL Alphabet Inc. | +19.7K | +33.9% | $5.50M | 7.79% |
| JPM Jpmorgan Chase & Co | +13.6K | +673.8% | $4.64M | 1.91% |
| TSLA Tesla, Inc. | +7,908 | +24.6% | $3.19M | 5.79% |
| NVDA Nvidia Corp | +15.3K | +19.9% | $3.09M | 6.68% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -133.8K | -70.9% | $32.36M | 4.76% |
| WMT Walmart Inc. | -3,046 | -59.8% | $388.94K | 0.094% |
| CAT Caterpillar Inc | -472 | -100.0% | $384.59K | Exited |
| ABBV AbbVie Inc. | -1,016 | -20.1% | $293.46K | 0.419% |
| HON Honeywell International Inc | -1,099 | -100.0% | $267.11K | Exited |
| AMGN Amgen Inc | -693 | -100.0% | $266.93K | Exited |
| MDLZ Mondelez International, Inc. | -4,265 | -100.0% | $265.75K | Exited |
| GS Goldman Sachs Group Inc | -254 | -100.0% | $258.67K | Exited |
| THG Hanover Insurance Group, Inc. | -1,029 | -100.0% | $239.38K | Exited |
| COF Capital One Financial Corp | -1,124 | -100.0% | $234.99K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SYK Stryker Corp | +35.2K | $10.80M | 3.87% |
| EPD Enterprise Products Partners L.P. | +43.4K | $1.62M | 0.581% |
| CVX Chevron Corp | +3,935 | $896.22K | 0.321% |
| LLY ELI LILLY & Co | +572 | $807.11K | 0.289% |
| IBIT iShares Bitcoin Trust ETF | +10.7K | $463.02K | 0.166% |
| BLK BlackRock, Inc. | +393 | $458.69K | 0.164% |
| WFC Wells Fargo & Company | +5,166 | $443.71K | 0.159% |
| MO Altria Group, Inc. | +4,908 | $378.77K | 0.136% |
| MCHP Microchip Technology Inc | +4,780 | $363.82K | 0.13% |
| BE Bloom Energy Corp | +1,637 | $321.26K | 0.115% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -472 | $384.59K | 0.216% |
| HON Honeywell International Inc | -1,099 | $267.11K | 0.15% |
| AMGN Amgen Inc | -693 | $266.93K | 0.15% |
| MDLZ Mondelez International, Inc. | -4,265 | $265.75K | 0.149% |
| GS Goldman Sachs Group Inc | -254 | $258.67K | 0.145% |
| THG Hanover Insurance Group, Inc. | -1,029 | $239.38K | 0.134% |
| COF Capital One Financial Corp | -1,124 | $234.99K | 0.132% |
| MS Morgan Stanley | -1,087 | $228.73K | 0.129% |
| DE Deere & Co | -381 | $225.81K | 0.127% |
| UNP Union Pacific Corp | -767 | $224.19K | 0.126% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 123.4K | $30.31M | 10.87% | +47.4K | +62.4% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 75.5K | $25.53M | 9.15% | +21.5K | +39.7% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 77.9K | $21.74M | 7.79% | +19.7K | +33.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 39.7K | $20.13M | 7.22% | +12.8K | +47.8% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 92.2K | $18.63M | 6.68% | +15.3K | +19.9% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 40.0K | $16.16M | 5.79% | +7,908 | +24.6% | Added | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 54.9K | $13.27M | 4.76% | -133.8K | -70.9% | Reduced | 0.01% |
| 8 | SPCX Space Exploration Technologies Corp | Industrials | 94.9K | $12.95M | 4.64% | +90.7K | +2,117.2% | Added | 0% |
| 9 | BRK-A Berkshire Hathaway Inc | Financial Services | 15 | $12.52M | 4.49% | +9 | +150.0% | Added | 0% |
| 10 | SYK Stryker Corp | Healthcare | 35.2K | $10.80M | 3.87% | +35.2K | – | New | 0.01% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 21.5K | $10.02M | 3.59% | +3,190 | +17.5% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 30.1K | $9.70M | 3.48% | +4,213 | +16.3% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 16.1K | $8.98M | 3.22% | +1,042 | +6.9% | Added | 0% |
| 14 | PLTR Palantir Technologies Inc. | Technology | 39.4K | $7.02M | 2.52% | +6,999 | +21.6% | Added | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 15.6K | $5.33M | 1.91% | +13.6K | +673.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Destiny Wealth Partners.
As of its Q3 2026 13F filing, Destiny Wealth Partners, LLC’s five largest positions were Amazon Com Inc (AMZN) at 10.9%, Apple Inc. (AAPL) at 9.2%, Alphabet Inc. (GOOGL) at 7.8%, Microsoft Corp (MSFT) at 7.2%, Nvidia Corp (NVDA) at 6.7% of the reported portfolio.
Destiny Wealth Partners, LLC reported a 13F portfolio worth $278.93M across 113 positions for Q3 2026. That is up 56.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($12.36M), Amazon Com Inc ($11.65M), Stryker Corp ($10.80M). It opened 46 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($32.36M), Walmart Inc. ($388.94K), Caterpillar Inc ($384.59K). It exited 21 positions entirely.
From the Form 13F-HR reports Destiny Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.