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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
DVN icon
401
Devon Energy
DVN
$52.9B
– –
-475
Closed -$23.9K
DVYE icon
402
iShares Emerging Markets Dividend ETF
DVYE
$1.29B
– –
-2,963
Closed -$102K
DX
403
Dynex Capital
DX
$3.2B
– –
-142
Closed -$1.81K
DXCM icon
404
DexCom
DXCM
$33.2B
– –
-5
Closed -$314
E icon
405
ENI
E
$77.1B
– –
-291
Closed -$16.5K
EA
406
DELISTED
Electronic Arts
EA
– –
-95
Closed -$19.4K
EBAY icon
407
eBay
EBAY
$46B
– –
-195
Closed -$17.7K
EBND icon
408
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
– –
-150
Closed -$3.1K
ECL icon
409
Ecolab
ECL
$78.3B
– –
-115
Closed -$30.6K
ED icon
410
Consolidated Edison
ED
$39.7B
– –
-808
Closed -$91.4K
EEM icon
411
iShares MSCI Emerging Markets ETF
EEM
$31.9B
– –
-4,017
Closed -$228K
EEMV icon
412
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.7B
– –
-971
Closed -$62.9K
EFA icon
413
iShares MSCI EAFE ETF
EFA
$80.1B
– –
-3,128
Closed -$304K
EFG icon
414
iShares MSCI EAFE Growth ETF
EFG
$17B
– –
-465
Closed -$51.8K
EFV icon
415
iShares MSCI EAFE Value ETF
EFV
$32.2B
– –
-2,196
Closed -$163K
EFX icon
416
Equifax
EFX
$20.8B
– –
-150
Closed -$27K
EG icon
417
Everest Group
EG
$14.6B
– –
-17
Closed -$5.56K
EGO icon
418
Eldorado Gold
EGO
$11.2B
– –
-4,000
Closed -$137K
EIX icon
419
Edison International
EIX
$21.8B
– –
-310
Closed -$22.7K
EL icon
420
Estee Lauder
EL
$37.6B
– –
-15
Closed -$1.08K
ELS icon
421
Equity Lifestyle Properties
ELS
$12.1B
– –
-255
Closed -$15.9K
ELV icon
422
Elevance Health
ELV
$88.4B
– –
-110
Closed -$32.2K
EME icon
423
Emcor
EME
$33.3B
– –
-30
Closed -$22.1K
EMGF icon
424
iShares Emerging Markets Equity Factor ETF
EMGF
$1.97B
– –
-1,747
Closed -$106K
EMLC icon
425
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5B
– –
-1
Closed -$17
15 16
17
18 19

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HPIA
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TWA
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TCOTS
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FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
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.