13F Filings History of Destiny Wealth Partners, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$871,104,296
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 211 stock holdings with total value $871,104,296 as of Q4 2025. Top holdings included VUG, JCPB, DFLV, JAAA, and AMZN.

Notify me when Destiny Wealth Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 211 $871,104,296 +$106,267,377 -$60,134,267 +$46,133,110 VUG, JCPB, DFLV, JAAA, AMZN 13F-HR 02 Feb 2026, 18:51
Q3 2025 205 $816,280,943 +$52,385,359 -$24,901,771 +$27,483,588 JAAA, VUG, DFLV, JCPB, AMZN 13F-HR 06 Oct 2025, 16:03
Q2 2025 192 $744,061,215 +$105,723,571 -$42,438,978 +$63,284,593 JAAA, VUG, DFLV, AMZN, JCPB 13F-HR 16 Jul 2025, 13:11
Q1 2025 162 $630,275,532 +$87,397,000 -$52,516,898 +$34,880,102 JAAA, VUG, DFLV, JCPB, AMZN 13F-HR 14 Apr 2025, 15:26
Q4 2024 167 $612,175,778 +$77,516,042 -$41,274,945 +$36,241,097 VUG, DFLV, JCPB, AMZN, DFAX 13F-HR 23 Jan 2025, 19:20
Q3 2024 162 $570,233,592 +$15,492,513 -$23,722,629 -$8,230,116 VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 15 Oct 2024, 15:59
Q2 2024 154 $556,467,319 +$125,775,279 -$134,086,359 -$8,311,080 VUG, JCPB, DFLV, AMZN, DFAX 13F-HR 25 Jul 2024, 14:34
Q1 2024 157 $557,970,687 +$29,100,239 -$38,903,004 -$9,802,765 AMZN, DFAX, SYK, SHV, VYM 13F-HR 09 Apr 2024, 14:52
Q4 2023 159 $532,359,659 +$69,562,026 -$63,153,218 +$6,408,808 AMZN, DFAX, VCLT, SHV, VYM 13F-HR 19 Jan 2024, 14:22
Q3 2023 161 $495,476,677 +$62,583,287 -$63,507,064 -$923,777 DFAX, AMZN, LQD, VYM, VUG 13F-HR 10 Oct 2023, 17:04
Q2 2023 168 $518,246,539 +$58,524,295 -$45,140,425 +$13,383,870 SRLN, DFAX, AMZN, LQD, SHV 13F-HR 26 Jul 2023, 13:04
Q1 2023 185 $483,367,109 +$124,880,150 -$120,615,828 +$4,264,322 SRLN, DFAX, LQD, VYM, SHV 13F-HR 26 Apr 2023, 14:20
Q4 2022 673 $461,747,221 +$118,869,564 -$130,843,457 -$11,973,893 SLQD, VYM, SHV, SHYG, SPSB 13F-HR 26 Jan 2023, 17:46
Q3 2022 567 $445,238,000 +$68,161,430 -$53,066,962 +$15,094,468 SLQD, STIP, SPSB, SRLN, AMZN 13F-HR 25 Oct 2022, 12:45
Q2 2022 600 $453,865,000 +$74,470,690 -$58,492,226 +$15,978,464 SLQD, STIP, SPSB, SRLN, XLE 13F-HR 15 Jul 2022, 17:09
Q1 2022 528 $513,847,000 +$134,799,814 -$116,240,237 +$18,559,577 CMDY, SLQD, STIP, AMZN, SPSB 13F-HR 20 Apr 2022, 18:49
Q4 2021 542 $518,880,000 +$57,557,582 -$48,995,047 +$8,562,535 SLQD, STIP, SPIP, AMZN, SPSB 13F-HR 20 Jan 2022, 15:48
Q3 2021 514 $498,192,000 +$29,413,516 -$47,876,285 -$18,462,769 SLQD, PULS, STIP, SPSB, AMZN 13F-HR 28 Oct 2021, 13:11
Q2 2021 182 $522,648,000 +$68,941,127 -$41,779,916 +$27,161,211 SLQD, STIP, PULS, AMZN, SPSB 13F-HR 27 Jul 2021, 14:08
Q1 2021 541 $479,296,000 +$136,004,106 -$141,785,835 -$5,781,729 SLQD, STIP, PULS, SPSB, AMZN 13F-HR 21 Apr 2021, 21:27
Q4 2020 503 $479,564,000 $0 $0 $0 LQD, GSY, SPSB, SCHP, SPTS 13F-HR 04 Feb 2021, 18:20