13F Filings History of Destiny Wealth Partners, LLC

Latest 13F report
Q3 2025 - 06 Oct 2025
Value $
$816,280,943
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
Tavares, FL
Summary
This page shows a list of all the recent 13F filings made by Destiny Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Destiny Wealth Partners, LLC reported 205 stock holdings with total value $816,280,943 as of Q3 2025. Top holdings included JAAA, VUG, DFLV, JCPB, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 205 $816,280,943 +$52,385,360 -$24,901,772 +$27,483,588 JAAA, VUG, DFLV, JCPB, AMZN 13F-HR 06 Oct 2025, 16:03
Q2 2025 192 $744,061,215 +$105,723,582 -$42,438,981 +$63,284,601 JAAA, VUG, DFLV, AMZN, JCPB 13F-HR 16 Jul 2025, 13:11
Q1 2025 162 $630,275,532 +$87,396,993 -$52,516,887 +$34,880,106 JAAA, VUG, DFLV, JCPB, AMZN 13F-HR 14 Apr 2025, 15:26
Q4 2024 167 $612,175,778 +$77,516,044 -$41,274,948 +$36,241,096 VUG, DFLV, JCPB, AMZN, DFAX 13F-HR 23 Jan 2025, 19:20
Q3 2024 162 $570,233,592 +$15,492,513 -$23,722,628 -$8,230,115 VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 15 Oct 2024, 15:59
Q2 2024 154 $556,467,319 +$125,775,283 -$134,086,370 -$8,311,087 VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 25 Jul 2024, 14:34
Q1 2024 157 $557,970,687 +$29,100,240 -$38,903,004 -$9,802,764 AMZN, DFAX, SYK, SHV, VYM 13F-HR 09 Apr 2024, 14:52
Q4 2023 159 $532,359,659 +$69,562,024 -$63,153,218 +$6,408,806 AMZN, DFAX, VCLT, SHV, VYM 13F-HR 19 Jan 2024, 14:22
Q3 2023 161 $495,476,677 +$62,583,296 -$50,090,197 +$12,493,099 DFAX, AMZN, LQD, VYM, VUG 13F-HR 10 Oct 2023, 17:04
Q2 2023 165 $518,246,539 +$58,524,287 -$19,528,026 +$38,996,261 SRLN, DFAX, AMZN, LQD, SHV 13F-HR 26 Jul 2023, 13:04
Q1 2023 185 $483,367,109 +$124,880,152 -$38,514,022 +$86,366,130 SRLN, DFAX, LQD, VYM, SHV 13F-HR 26 Apr 2023, 14:20
Q4 2022 671 $461,747,221 +$126,937,723 -$121,803,477 +$5,134,246 SLQD, VYM, SHV, SHYG, SPSB 13F-HR 26 Jan 2023, 16:46
Q3 2022 551 $445,003,225 +$68,398,428 -$40,021,945 +$28,376,483 SLQD, STIP, SPSB, SRLN, AMZN 13F-HR 25 Oct 2022, 12:45
Q2 2022 589 $453,600,266 +$74,474,169 -$55,378,235 +$19,095,934 SLQD, STIP, SPSB, SRLN, XLE 13F-HR 15 Jul 2022, 17:09
Q1 2022 510 $513,452,393 +$134,766,868 -$101,755,786 +$33,011,082 CMDY, SLQD, STIP, AMZN, SPSB 13F-HR 20 Apr 2022, 18:49
Q4 2021 524 $517,977,903 +$57,547,614 -$37,740,744 +$19,806,870 SLQD, STIP, SPIP, AMZN, SPSB 13F-HR 20 Jan 2022, 14:48
Q3 2021 511 $498,203,000 +$29,424,518 -$47,876,283 -$18,451,765 SLQD, PULS, STIP, SPSB, AMZN 13F-HR 28 Oct 2021, 13:11
Q2 2021 182 $522,648,000 +$68,941,111 -$41,501,155 +$27,439,956 SLQD, STIP, PULS, AMZN, SPSB 13F-HR 27 Jul 2021, 14:08
Q1 2021 539 $479,303,000 +$136,004,091 -$141,066,975 -$5,062,884 SLQD, STIP, PULS, SPSB, AMZN 13F-HR 21 Apr 2021, 21:27
Q4 2020 492 $474,671,864 $0 LQD, GSY, SPSB, SCHP, SPTS 13F-HR 04 Feb 2021, 17:20