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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
JPIB icon
26
JPMorgan International Bond Opportunities ETF
JPIB
$2.19B
$9.06M 1.28%
189,248
-122,687
-39% -$5.9M
CRWD icon
27
CrowdStrike
CRWD
$218B
$9M 1.27%
188,708
+130,020
+222% +$18.5M
ANGL icon
28
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$8.98M 1.27%
310,481
-86,673
-22% -$2.52M
AMD icon
29
Advanced Micro Devices
AMD
$773B
$8.7M 1.23%
18,265
-7,356
-29% -$3.02M
SCHR
30
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$8.04M 1.13%
329,251
-81,134
-20% -$2.01M
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$113B
$7.75M 1.09%
32,419
-27,782
-46% -$6.38M
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.72M 1.09%
15,097
-3,073
-17% -$1.48M
GEM icon
33
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.78B
$7.47M 1.05%
152,372
-6,222
-4% -$308K
FLTR icon
34
VanEck IG Floating Rate ETF
FLTR
$3.09B
$7.2M 1.02%
280,947
-13,218
-4% -$337K
JBBB icon
35
Janus Henderson B-BBB CLO ETF
JBBB
$1.47B
$6.78M 0.96%
143,364
-95,227
-40% -$4.5M
NLR icon
36
VanEck Uranium + Nuclear Energy ETF
NLR
$4.21B
$6.57M 0.93%
61,542
-12,009
-16% -$1.6M
VO icon
37
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$6.46M 0.91%
79,792
-36,360
-31% -$2.82M
PULS icon
38
PGIM Ultra Short Bond ETF
PULS
$18.7B
$5.66M 0.8%
114,212
+3,998
+4% +$198K
SDY icon
39
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$5.12M 0.72%
33,022
-35,865
-52% -$5.34M
PYLD icon
40
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$5.03M 0.71%
192,418
-125,067
-39% -$3.3M
SPGM icon
41
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
$4.99M 0.7%
58,627
-3,556
-6% -$297K
CGGR icon
42
Capital Group Growth ETF
CGGR
$25.4B
$4.95M 0.7%
110,311
-4,628
-4% -$209K
JQUA icon
43
JPMorgan US Quality Factor ETF
JQUA
$8.71B
$4.94M 0.7%
68,387
-2,867
-4% -$195K
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$4.9M 0.69%
6,554
-9,486
-59% -$6.88M
JMEE icon
45
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
$4.79M 0.68%
62,829
-3,259
-5% -$239K
VTIP icon
46
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$4.77M 0.67%
96,002
-3,287
-3% -$165K
VYM icon
47
Vanguard High Dividend Yield ETF
VYM
$83B
$4.62M 0.65%
28,505
-20,391
-42% -$3.19M
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.08T
$4.6M 0.65%
6
-9
-60% -$6.49M
JMBS icon
49
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
$4.02M 0.57%
91,197
+2,908
+3% +$131K
PLTR icon
50
Palantir
PLTR
$421B
$3.98M 0.56%
32,363
-8,064
-20% -$1.1M
1
2
3 4 5

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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.