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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
-2.6%
1 Year Est. Return
+19.96%
3 Year Est. Return
+63.72%
5 Year Est. Return
+62.95%
10 Year Est. Return
–
AUM
$914M
AUM Growth
+$42.9M
(+4.9%)
Cap. Flow
+$94.5M
Cap. Flow
% of AUM
10.34%
Top 10 Holdings %
Top 10 Hldgs %
31.22%
Holding
1,150
New
935
Increased
77
Reduced
62
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$17.2M |
| 2 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$15.2M |
| 3 |
VanEck CLO ETF
CLOI
|
+$14M |
| 4 |
iShares US Basic Materials ETF
IYM
|
+$13.9M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$12.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$17M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$14.4M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$12.4M |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$11M |
| 5 |
Blackstone Secured Lending
BXSL
|
+$8.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.43% |
| 2 | Consumer Discretionary | 5.37% |
| 3 | Communication Services | 4.43% |
| 4 | Financials | 4.01% |
| 5 | Healthcare | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
TELA Bio
TELA
$30.4M
| $32.5K | ﹤0.01% |
52,500
| – | – |
|
527
Albemarle
ALB
$15.4B
| $32.3K | ﹤0.01% |
+180
| New | +$30.7K |
|
528
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
| $32.3K | ﹤0.01% |
+688
| New | +$33.5K |
|
529
iShares Semiconductor ETF
SOXX
$46.6B
| $32.2K | ﹤0.01% |
+98
| New | +$33.5K |
|
530
Elevance Health
ELV
$86.4B
| $32.2K | ﹤0.01% |
+110
| New | +$36.2K |
|
531
Chipotle Mexican Grill
CMG
$41.3B
| $32K | ﹤0.01% |
+1,000
| New | +$37K |
|
532
ManpowerGroup
MAN
$2.75B
| $31.8K | ﹤0.01% |
+1,080
| New | +$32.1K |
|
533
Baker Hughes
BKR
$63B
| $31.7K | ﹤0.01% |
+520
| New | +$30.1K |
|
534
iShares US Medical Devices ETF
IHI
$3.48B
| $31.7K | ﹤0.01% |
+594
| New | +$34.9K |
|
535
iShares US Technology ETF
IYW
$25.7B
| $31.6K | ﹤0.01% |
+174
| New | +$33.6K |
|
536
Edwards Lifesciences
EW
$53.4B
| $31.6K | ﹤0.01% |
+394
| New | +$32.5K |
|
537
VanEck Gold Miners ETF
GDX
$26.9B
| $31.5K | ﹤0.01% |
+343
| New | +$33.8K |
|
538
Illumina
ILMN
$29.1B
| $31.3K | ﹤0.01% |
+254
| New | +$33.4K |
|
539
CME Group
CME
$96.1B
| $31K | ﹤0.01% |
+105
| New | +$31.2K |
|
540
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
| $31K | ﹤0.01% |
+350
| New | +$31.9K |
|
541
Cloudflare
NET
$118B
| $31K | ﹤0.01% |
+150
| New | +$28.6K |
|
542
Primoris Services
PRIM
$4.35B
| $30.8K | ﹤0.01% |
+215
| New | +$31.5K |
|
543
Bankunited
BKU
$3.41B
| $30.7K | ﹤0.01% |
+680
| New | +$31.7K |
|
544
FTAI Aviation
FTAI
$22.2B
| $30.6K | ﹤0.01% |
+125
| New | +$33.1K |
|
545
Ecolab
ECL
$77.4B
| $30.6K | ﹤0.01% |
+115
| New | +$32.5K |
|
546
OSI Systems
OSIS
$3.77B
| $30.5K | ﹤0.01% |
+115
| New | +$31.8K |
|
547
VICI Properties
VICI
$29B
| $30.5K | ﹤0.01% |
+1,115
| New | +$31.9K |
|
548
ING
ING
$102B
| $30.4K | ﹤0.01% |
+1,166
| New | +$32.8K |
|
549
Seacoast Banking Corp of Florida
SBCF
$3.48B
| $30.3K | ﹤0.01% |
+1,000
| New | +$32.2K |
|
550
Becton Dickinson
BDX
$49.6B
| $30.2K | ﹤0.01% |
+192
| New | +$35.2K |
|
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Destiny Wealth Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Destiny Wealth Partners held 1,150 positions worth $914M, up 4.9% from $871M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Destiny Wealth Partners deployed $94.5M of net new capital in Q1 2026, opening 935 new positions and adding to 77 existing holdings. Its largest new stake was Fidelity Total Bond ETF: 372,364 shares worth $17M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was State Street DoubleLine Total Return Tactical ETF, an estimated $17M trimmed.
- Destiny Wealth Partners's largest Q1 2026 buy was Fidelity Total Bond ETF: 372,364 shares worth $17M.
- Destiny Wealth Partners added most to Vanguard Morningstar Mid-Cap ETF in Q1 2026, an estimated $4.93M increase.
- Destiny Wealth Partners's biggest Q1 2026 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $17M.
- Destiny Wealth Partners fully exited State Street Blackstone Senior Loan ETF in Q1 2026, selling an estimated $11M.
- Destiny Wealth Partners's ten largest holdings make up 31% of its $914M portfolio in Q1 2026.
- Destiny Wealth Partners opened 935 new positions and closed 3 in Q1 2026.
- Destiny Wealth Partners's portfolio value rose 4.9% quarter-over-quarter to $914M.
Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.