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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
AVY icon
251
Avery Dennison
AVY
$13.3B
– –
-170
Closed -$29.4K
AWK icon
252
American Water Works
AWK
$28B
– –
-32
Closed -$4.36K
DCH
253
Dauch Corp
DCH
$1.66B
– –
-3,210
Closed -$19K
AXP icon
254
American Express
AXP
$220B
– –
-306
Closed -$92.6K
AXS icon
255
AXIS Capital
AXS
$7.38B
– –
-270
Closed -$27.4K
AZN icon
256
AstraZeneca
AZN
$252B
– –
-524
Closed -$103K
BA icon
257
Boeing
BA
$168B
– –
-788
Closed -$157K
BABA icon
258
Alibaba
BABA
$281B
– –
-12
Closed -$1.51K
BAH icon
259
Booz Allen Hamilton
BAH
$8.76B
– –
-1,354
Closed -$106K
BALL icon
260
Ball Corp
BALL
$16.6B
– –
-594
Closed -$35.1K
BAX icon
261
Baxter International
BAX
$13.4B
– –
-45
Closed -$756
BBAX icon
262
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.97B
– –
-1,284
Closed -$76.3K
BBCA icon
263
JPMorgan BetaBuilders Canada ETF
BBCA
$11.4B
– –
-827
Closed -$77.8K
BBJP icon
264
JPMorgan BetaBuilders Japan ETF
BBJP
$19.6B
– –
-1,808
Closed -$125K
BBVA icon
265
Banco Bilbao Vizcaya Argentaria
BBVA
$163B
– –
-2,568
Closed -$55.6K
BCI icon
266
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.37B
– –
-30
Closed -$729
BDX icon
267
Becton Dickinson
BDX
$50.3B
– –
-192
Closed -$30.2K
BE icon
268
Bloom Energy
BE
$74.5B
– –
-98
Closed -$13.3K
BEN icon
269
Franklin Templeton
BEN
$17.6B
– –
-60
Closed -$1.42K
BFLY icon
270
Butterfly Network
BFLY
$1.96B
– –
-250
Closed -$1.01K
BHP icon
271
BHP
BHP
$230B
– –
-313
Closed -$22.8K
BIB icon
272
ProShares Ultra NASDAQ Biotechnology
BIB
$104M
– –
-270
Closed -$22K
BIL icon
273
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
– –
-4,547
Closed -$417K
BIIB icon
274
Biogen
BIIB
$32.6B
– –
-105
Closed -$19.3K
BITC icon
275
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$16.5M
– –
-265
Closed -$9.65K
9 10
11
12 13

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CAM
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HPIA
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TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $711M AUM 32.8% 1-Year Est. Return
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.