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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
DELL icon
376
Dell
DELL
$339B
– –
-240
Closed -$39.4K
DES icon
377
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
– –
-510
Closed -$18.3K
DG icon
378
Dollar General
DG
$29.4B
– –
-71
Closed -$8.43K
DGRO icon
379
iShares Core Dividend Growth ETF
DGRO
$43.5B
– –
-190
Closed -$13.3K
DGRW icon
380
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-1,499
Closed -$132K
DHI icon
381
D.R. Horton
DHI
$39.9B
– –
-5
Closed -$686
DHR icon
382
Danaher
DHR
$146B
– –
-140
Closed -$26.5K
DIA icon
383
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
– –
-1,321
Closed -$612K
DINO icon
384
HF Sinclair
DINO
$18.7B
– –
-455
Closed -$28.4K
DIS icon
385
Walt Disney
DIS
$182B
– –
-2,412
Closed -$232K
DLB icon
386
Dolby
DLB
$5.8B
– –
-255
Closed -$15.3K
DLR icon
387
Digital Realty Trust
DLR
$69.9B
– –
-20
Closed -$3.6K
DLTR icon
388
Dollar Tree
DLTR
$24.7B
– –
-102
Closed -$11.2K
DNUT icon
389
Krispy Kreme
DNUT
$586M
– –
-1,000
Closed -$3.39K
DOC icon
390
Healthpeak Properties
DOC
$14.2B
– –
-465
Closed -$7.64K
DOL icon
391
WisdomTree True Developed International Fund
DOL
$862M
– –
-76
Closed -$5.17K
DOW icon
392
Dow Inc
DOW
$21.3B
– –
-15
Closed -$625
DPZ icon
393
Domino's
DPZ
$11.3B
– –
-364
Closed -$130K
DRIV icon
394
Global X Autonomous & Electric Vehicles ETF
DRIV
$375M
– –
-500
Closed -$15.3K
DRVN icon
395
Driven Brands
DRVN
$2.24B
– –
-229
Closed -$2.89K
DT icon
396
Dynatrace
DT
$15B
– –
-1,240
Closed -$45.9K
DTE icon
397
DTE Energy
DTE
$28.3B
– –
-543
Closed -$79.4K
DTM icon
398
DT Midstream
DTM
$13.2B
– –
-304
Closed -$40.9K
DUK icon
399
Duke Energy
DUK
$93.7B
– –
-463
Closed -$60.6K
DVA icon
400
DaVita
DVA
$11.7B
– –
-85
Closed -$13.1K
14 15
16
17 18

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TWA
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TCOTS
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FCM
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MAC
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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.