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DWP

Destiny Wealth Partners Portfolio holdings

AUM $709M
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
+12.57%
1 Year Est. Return
+19.96%
3 Year Est. Return
+63.72%
5 Year Est. Return
+62.95%
10 Year Est. Return
–
AUM
$709M
AUM Growth
-$206M
Cap. Flow
-$259M
Cap. Flow %
-36.53%
Top 10 Hldgs %
39.22%
Holding
1,158
New
15
Increased
38
Reduced
108
Closed
972

Top Buys

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$18.5M
2
XTL icon
State Street SPDR S&P Telecom ETF
XTL
+$15.4M
3
DSCO
DoubleLine Securitized Credit ETF
DSCO
+$15.2M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$12.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.47M

Top Sells

Rank Stock Value
1
IYM icon
iShares US Basic Materials ETF
IYM
+$14M
2
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$13.7M
3
AMZN icon
Amazon
AMZN
+$13.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.2M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$12.5M

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.43%
2 Technology 11.51%
3 Consumer Discretionary 4.84%
4 Communication Services 3.75%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
226
Arista Networks
ANET
$244B
– –
-1,401
Closed -$172K
ANGI icon
227
Angi Inc
ANGI
$199M
– –
-31
Closed -$212
AOA icon
228
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
– –
-350
Closed -$31K
AON icon
229
Aon
AON
$68.5B
– –
-50
Closed -$16.1K
AORT icon
230
Artivion
AORT
$1.25B
– –
-540
Closed -$19.8K
APA icon
231
APA Corp
APA
$15B
– –
-840
Closed -$35.6K
APG icon
232
APi Group
APG
$17.3B
– –
-525
Closed -$21.3K
APH icon
233
Amphenol
APH
$204B
– –
-1,346
Closed -$85K
APO icon
234
Apollo Global Management
APO
$78.9B
– –
-1,281
Closed -$143K
APP icon
235
Applovin
APP
$107B
– –
-121
Closed -$48.2K
ARE icon
236
Alexandria Real Estate Equities
ARE
$9.06B
– –
-10
Closed -$464
ARES icon
237
Ares Management
ARES
$31.6B
– –
-1,237
Closed -$135K
ARKF icon
238
ARK Blockchain & Fintech Innovation ETF
ARKF
$834M
– –
-264
Closed -$10K
ARMK icon
239
Aramark
ARMK
$15B
– –
-134
Closed -$5.43K
ASML icon
240
ASML
ASML
$659B
– –
-285
Closed -$376K
ATEX icon
241
Anterix
ATEX
$1.69B
– –
-775
Closed -$29.6K
ATI icon
242
ATI
ATI
$28.7B
– –
-265
Closed -$38.5K
ATO icon
243
Atmos Energy
ATO
$28.3B
– –
-27
Closed -$4.99K
ATR icon
244
AptarGroup
ATR
$8.1B
– –
-24
Closed -$3.02K
AUB icon
245
Atlantic Union Bankshares
AUB
$5.84B
– –
-505
Closed -$18K
AVB
246
DELISTED
AvalonBay Communities
AVB
– –
-5
Closed -$817
AVDV icon
247
Avantis International Small Cap Value ETF
AVDV
$20.8B
– –
-907
Closed -$90.6K
AVIG icon
248
Avantis Core Fixed Income ETF
AVIG
$1.99B
– –
-408
Closed -$16.9K
AVNS
249
DELISTED
Avanos Medical
AVNS
– –
-1,320
Closed -$18.5K
AVPT icon
250
AvePoint
AVPT
$2.84B
– –
-1,555
Closed -$14.8K
8 9
10
11 12

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HPIA
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TWA
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TCOTS
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FCM
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MAC
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HCP
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SFG
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Destiny Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Destiny Wealth Partners held 1,158 positions worth $709M, down 22% from $914M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Destiny Wealth Partners withdrew a net $259M in Q2 2026, closing 972 positions and reducing 108 holdings. Its most notable exit was iShares US Basic Materials ETF, an estimated $14M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, up from 70% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Destiny Wealth Partners opened a new position in State Street SPDR S&P Telecom ETF worth $14.5M.

  • Destiny Wealth Partners's largest Q2 2026 buy was State Street SPDR S&P Telecom ETF: 69,454 shares worth $14.5M.
  • Destiny Wealth Partners added most to CrowdStrike in Q2 2026, an estimated $18.5M increase.
  • Destiny Wealth Partners's biggest Q2 2026 reduction was Amazon, cutting an estimated $13.6M.
  • Destiny Wealth Partners fully exited iShares US Basic Materials ETF in Q2 2026, selling an estimated $14M.
  • Destiny Wealth Partners's ten largest holdings make up 39% of its $709M portfolio in Q2 2026.
  • Destiny Wealth Partners opened 15 new positions and closed 972 in Q2 2026.
  • Destiny Wealth Partners's portfolio value fell 22% quarter-over-quarter to $709M.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.