We are live on ! Find out more
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
CINF icon
326
Cincinnati Financial
CINF
$26.3B
– –
-609
Closed -$95.8K
CLMB icon
327
Climb Global Solutions
CLMB
$544M
– –
-1,780
Closed -$35.3K
CLOA icon
328
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.25B
– –
-7
Closed -$363
CLSK icon
329
CleanSpark
CLSK
$3.26B
– –
-1,145
Closed -$9.74K
CLX icon
330
Clorox
CLX
$11.3B
– –
-158
Closed -$16.4K
CMCSA icon
331
Comcast
CMCSA
$94B
– –
-3,611
Closed -$104K
CME icon
332
CME Group
CME
$101B
– –
-105
Closed -$31K
CMG icon
333
Chipotle Mexican Grill
CMG
$46.8B
– –
-1,000
Closed -$32K
CMI icon
334
Cummins
CMI
$77.2B
– –
-35
Closed -$18.8K
CMS icon
335
CMS Energy
CMS
$21.5B
– –
-25
Closed -$1.94K
CNC icon
336
Centene
CNC
$33.1B
– –
-20
Closed -$655
CNP icon
337
CenterPoint Energy
CNP
$26.1B
– –
-770
Closed -$33.2K
COHR icon
338
Coherent
COHR
$55.2B
– –
-220
Closed -$52.4K
COLD icon
339
Americold
COLD
$4.06B
– –
-2,920
Closed -$33.5K
COLM icon
340
Columbia Sportswear
COLM
$2.95B
– –
-1,132
Closed -$62K
COO icon
341
Cooper Companies
COO
$13.6B
– –
-230
Closed -$16.4K
COP icon
342
ConocoPhillips
COP
$161B
– –
-1,622
Closed -$214K
COR icon
343
Cencora
COR
$63.2B
– –
-65
Closed -$20.4K
COST icon
344
Costco
COST
$406B
– –
-563
Closed -$561K
COWZ icon
345
Pacer US Cash Cows 100 ETF
COWZ
$19.9B
– –
-229
Closed -$14.3K
CPER icon
346
United States Copper Index Fund
CPER
$747M
– –
-311
Closed -$10.7K
CPK icon
347
Chesapeake Utilities
CPK
$3.2B
– –
-1
Closed -$94
CPNG icon
348
Coupang
CPNG
$27.5B
– –
-810
Closed -$15.3K
CPRI icon
349
Capri Holdings
CPRI
$1.54B
– –
-363
Closed -$6.4K
CRC icon
350
California Resources
CRC
$4.82B
– –
-330
Closed -$22.8K
12 13
14
15 16

Similar funds

CAM
Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
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
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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.