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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
BIV icon
276
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
– –
-10
Closed -$801
BNY
277
Bank of New York Mellon
BNY
$112B
– –
-427
Closed -$50.7K
BKH icon
278
Black Hills Corp
BKH
$5.58B
– –
-255
Closed -$17.7K
BKNG icon
279
Booking.com
BKNG
$145B
– –
-125
Closed -$21.1K
BKR icon
280
Baker Hughes
BKR
$63B
– –
-520
Closed -$31.7K
BKU icon
281
Bankunited
BKU
$3.3B
– –
-680
Closed -$30.7K
BLD
282
DELISTED
TopBuild
BLD
– –
-67
Closed -$23.5K
BLK icon
283
Blackrock
BLK
$174B
– –
-860
Closed -$827K
BLKB icon
284
Blackbaud
BLKB
$2.14B
– –
-390
Closed -$15.1K
BLOK icon
285
Amplify Blockchain Technology ETF
BLOK
$1.15B
– –
-470
Closed -$23.4K
BND icon
286
Vanguard Total Bond Market
BND
$160B
– –
-360
Closed -$26.5K
BMY icon
287
Bristol-Myers Squibb
BMY
$136B
– –
-1,651
Closed -$100K
BNL icon
288
Broadstone Net Lease
BNL
$3.99B
– –
-1,570
Closed -$28.7K
BOTZ icon
289
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.43B
– –
-5,492
Closed -$182K
BOX icon
290
Box
BOX
$4.83B
– –
-635
Closed -$15K
BP icon
291
BP
BP
$113B
– –
-3,942
Closed -$185K
BR icon
292
Broadridge
BR
$19.7B
– –
-842
Closed -$137K
BRC icon
293
Brady Corp
BRC
$4.23B
– –
-212
Closed -$17.2K
BRO icon
294
Brown & Brown
BRO
$23.9B
– –
-660
Closed -$43.1K
BSX icon
295
Boston Scientific
BSX
$69.3B
– –
-20
Closed -$1.25K
BSY icon
296
Bentley Systems
BSY
$10.2B
– –
-425
Closed -$14.9K
BTI icon
297
British American Tobacco
BTI
$119B
– –
-471
Closed -$27.5K
BUD icon
298
AB InBev
BUD
$158B
– –
-473
Closed -$32.8K
BWA icon
299
BorgWarner
BWA
$13.8B
– –
-420
Closed -$22.8K
BX icon
300
Blackstone
BX
$102B
– –
-3,651
Closed -$420K
10 11
12
13 14

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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.