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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
GM icon
526
General Motors
GM
$77B
– –
-765
Closed -$57K
GNTX icon
527
Gentex
GNTX
$4.88B
– –
-3,625
Closed -$79.2K
B
528
Barrick Mining
B
$73.7B
– –
-703
Closed -$28.7K
GPC icon
529
Genuine Parts
GPC
$19B
– –
-1,225
Closed -$130K
GPN icon
530
Global Payments
GPN
$24.5B
– –
-200
Closed -$13.5K
GRMN
531
Garmin
GRMN
$53.4B
– –
-65
Closed -$15.1K
GSK icon
532
GSK
GSK
$100B
– –
-537
Closed -$29.6K
GSST icon
533
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.63B
– –
-333
Closed -$16.8K
GSY icon
534
Invesco Ultra Short Duration ETF
GSY
$3.91B
– –
-61
Closed -$3.06K
GTY
535
Getty Realty Corp
GTY
$2.01B
– –
-367
Closed -$11.7K
GTX icon
536
Garrett Motion
GTX
$5.22B
– –
-1,250
Closed -$22.7K
GWRE icon
537
Guidewire Software
GWRE
$13.5B
– –
-105
Closed -$15.7K
GXO icon
538
GXO Logistics
GXO
$5.54B
– –
-370
Closed -$19.2K
HAL icon
539
Halliburton
HAL
$30.9B
– –
-630
Closed -$24.6K
HAS icon
540
Hasbro
HAS
$13.1B
– –
-425
Closed -$39.8K
HAWX icon
541
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$356M
– –
-2,038
Closed -$83.3K
HBAN icon
542
Huntington Bancshares
HBAN
$34.4B
– –
-1,010
Closed -$15.8K
HIG icon
543
Hartford Financial Services
HIG
$37.5B
– –
-1,516
Closed -$205K
HIX
544
Western Asset High Income Fund II
HIX
$349M
– –
-5,569
Closed -$22.2K
HLF icon
545
Herbalife
HLF
$1.3B
– –
-2,305
Closed -$33.9K
HLI icon
546
Houlihan Lokey
HLI
$9.58B
– –
-140
Closed -$20.1K
HLN icon
547
Haleon
HLN
$42.2B
– –
-521
Closed -$5.21K
HMN icon
548
Horace Mann Educators
HMN
$2.06B
– –
-302
Closed -$12.9K
HODL icon
549
VanEck Bitcoin Trust
HODL
$1.33B
– –
-1,052
Closed -$20.2K
HOLX
550
DELISTED
Hologic
HOLX
– –
-210
Closed -$15.9K
20 21
22
23 24

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TWA
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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.