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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
CAG icon
301
Conagra Brands
CAG
$7.43B
– –
-110
Closed -$1.73K
CAH icon
302
Cardinal Health
CAH
$57.5B
– –
-600
Closed -$127K
CB icon
303
Chubb
CB
$132B
– –
-221
Closed -$72K
CBOE icon
304
Cboe Global Markets
CBOE
$31.2B
– –
-152
Closed -$42.7K
CBRE icon
305
CBRE Group
CBRE
$42.8B
– –
-5
Closed -$677
CBSH icon
306
Commerce Bancshares
CBSH
$8.37B
– –
-1
Closed -$37
CBZ icon
307
CBIZ
CBZ
$2.98B
– –
-913
Closed -$24.5K
CCI icon
308
Crown Castle
CCI
$32.3B
– –
-28
Closed -$2.27K
CCL icon
309
Carnival Corporation Ltd
CCL
$32.2B
– –
-1,506
Closed -$39K
CCK icon
310
Crown Holdings
CCK
$12.5B
– –
-140
Closed -$14K
CDNS icon
311
Cadence Design Systems
CDNS
$80.6B
– –
-159
Closed -$44.2K
CDP icon
312
COPT Defense Properties
CDP
$3.99B
– –
-890
Closed -$27.2K
CDW icon
313
CDW
CDW
$19.1B
– –
-39
Closed -$4.72K
CE icon
314
Celanese
CE
$4.9B
– –
-330
Closed -$21.7K
CEF icon
315
Sprott Physical Gold and Silver Trust
CEF
$8.03B
– –
-2,851
Closed -$136K
CEG icon
316
Constellation Energy
CEG
$106B
– –
-532
Closed -$149K
CELH icon
317
Celsius Holdings
CELH
$7.76B
– –
-47
Closed -$1.67K
CF icon
318
CF Industries
CF
$20.2B
– –
-867
Closed -$113K
CFG icon
319
Citizens Financial Group
CFG
$29.8B
– –
-345
Closed -$20.7K
CHD icon
320
Church & Dwight Co
CHD
$23.4B
– –
-224
Closed -$20.9K
CHKP icon
321
Check Point Software Technologies
CHKP
$14B
– –
-22
Closed -$3.14K
CHRW icon
322
C.H. Robinson
CHRW
$17.3B
– –
-163
Closed -$27.1K
CHTR icon
323
Charter Communications
CHTR
$18.1B
– –
-5
Closed -$1.08K
CI icon
324
Cigna
CI
$74.7B
– –
-101
Closed -$26.9K
CIEN icon
325
Ciena
CIEN
$45.5B
– –
-210
Closed -$81.5K
11 12
13
14 15

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CAM
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HPIA
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TWA
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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
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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.