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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
CRH icon
351
CRH
CRH
$62.7B
– –
-358
Closed -$37.6K
CRM icon
352
Salesforce
CRM
$213B
– –
-722
Closed -$135K
CSGP icon
353
CoStar Group
CSGP
$12.5B
– –
-20
Closed -$807
CSGS
354
DELISTED
CSG Systems International
CSGS
– –
-353
Closed -$28.2K
CSTL icon
355
Castle Biosciences
CSTL
$1.01B
– –
-88
Closed -$2.16K
CTAS icon
356
Cintas
CTAS
$80.2B
– –
-138
Closed -$23.3K
CSX icon
357
CSX Corp
CSX
$91.5B
– –
-4,280
Closed -$176K
CTRE icon
358
CareTrust REIT
CTRE
$9.22B
– –
-440
Closed -$16.1K
CTVA icon
359
Corteva
CTVA
$58.6B
– –
-430
Closed -$36K
CVKD icon
360
Cadrenal Therapeutics
CVKD
$4.35M
– –
-200
Closed -$1.02K
CVNA icon
361
Carvana
CVNA
$53.7B
– –
-225
Closed -$14.1K
CVS icon
362
CVS Health
CVS
$124B
– –
-3,767
Closed -$271K
CVX icon
363
Chevron
CVX
$409B
– –
-4,829
Closed -$999K
CWAN
364
DELISTED
Clearwater Analytics
CWAN
– –
-625
Closed -$14.8K
CX icon
365
Cemex
CX
$15.9B
– –
-2,024
Closed -$23.2K
D icon
366
Dominion Energy
D
$57.9B
– –
-480
Closed -$29.7K
DAL icon
367
Delta Air Lines
DAL
$52.7B
– –
-1,210
Closed -$80.4K
DAN icon
368
Dana Inc
DAN
$3.45B
– –
-890
Closed -$29.9K
DB icon
369
Deutsche Bank
DB
$77.7B
– –
-2,329
Closed -$69.4K
DBEF icon
370
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
– –
-16,260
Closed -$803K
DBX icon
371
Dropbox
DBX
$7.57B
– –
-665
Closed -$15.1K
DCI icon
372
Donaldson
DCI
$10.6B
– –
-200
Closed -$17K
DD icon
373
DuPont de Nemours
DD
$17.8B
– –
-73
Closed -$10.1K
DDOG icon
374
Datadog
DDOG
$76.5B
– –
-135
Closed -$15.9K
DECK icon
375
Deckers Outdoor
DECK
$11.7B
– –
-47
Closed -$4.7K
13 14
15
16 17

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CAM
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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.