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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
EMLP icon
426
First Trust North American Energy Infrastructure Fund
EMLP
$4.17B
– –
-16,588
Closed -$724K
EMN icon
427
Eastman Chemical
EMN
$8.14B
– –
-250
Closed -$19.1K
EMR icon
428
Emerson Electric
EMR
$85.2B
– –
-662
Closed -$86.7K
EMTL
429
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
– –
-56
Closed -$2.37K
ENB icon
430
Enbridge
ENB
$109B
– –
-1,172
Closed -$63.5K
ENPH icon
431
Enphase Energy
ENPH
$4.81B
– –
-390
Closed -$14.7K
ENSG icon
432
The Ensign Group
ENSG
$9.95B
– –
-95
Closed -$19.1K
EOG icon
433
EOG Resources
EOG
$76.2B
– –
-480
Closed -$69.4K
EPC icon
434
Edgewell Personal Care
EPC
$1.33B
– –
-865
Closed -$18.5K
EPD icon
435
Enterprise Products Partners
EPD
$84.1B
– –
-43,400
Closed -$1.64M
EQIX icon
436
Equinix
EQIX
$102B
– –
-42
Closed -$41.2K
EQNR icon
437
Equinor
EQNR
$99.9B
– –
-166
Closed -$7K
EQT icon
438
EQT Corp
EQT
$34.5B
– –
-240
Closed -$15.3K
EQWL icon
439
Invesco S&P 100 Equal Weight ETF
EQWL
$2.87B
– –
-3,842
Closed -$443K
ERIC icon
440
Ericsson
ERIC
$33B
– –
-453
Closed -$5.11K
ESGE icon
441
iShares ESG Aware MSCI EM ETF
ESGE
$7.1B
– –
-2,087
Closed -$94.9K
ET icon
442
Energy Transfer Partners
ET
$74B
– –
-1,267
Closed -$24.5K
ETB
443
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$459M
– –
-119,355
Closed -$1.72M
ETN icon
444
Eaton
ETN
$160B
– –
-155
Closed -$55.4K
EW icon
445
Edwards Lifesciences
EW
$51.8B
– –
-394
Closed -$31.6K
EWG icon
446
iShares MSCI Germany ETF
EWG
$1.8B
– –
-423
Closed -$16.8K
EWL icon
447
iShares MSCI Switzerland ETF
EWL
$2.43B
– –
-250
Closed -$14.7K
EXC icon
448
Exelon
EXC
$45B
– –
-1,066
Closed -$52.3K
EXG icon
449
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
– –
-10,493
Closed -$90.9K
EXEL icon
450
Exelixis
EXEL
$14.6B
– –
-395
Closed -$16.9K
16 17
18
19 20

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TCOTS
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FCM
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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.