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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
HOOD icon
551
Robinhood
HOOD
$110B
– –
-141
Closed -$9.77K
HPE icon
552
Hewlett Packard
HPE
$69B
– –
-1,570
Closed -$37.4K
HR icon
553
Healthcare Realty
HR
$6.55B
– –
-920
Closed -$15.6K
HRL icon
554
Hormel Foods
HRL
$11.9B
– –
-122
Closed -$2.76K
HRB icon
555
H&R Block
HRB
$6.05B
– –
-2,704
Closed -$85.8K
HSBC icon
556
HSBC
HSBC
$367B
– –
-72
Closed -$5.94K
HSIC icon
557
Henry Schein
HSIC
$10B
– –
-250
Closed -$18.4K
HSY icon
558
Hershey
HSY
$34.8B
– –
-5
Closed -$1.04K
HUBB icon
559
Hubbell
HUBB
$24.3B
– –
-35
Closed -$17.2K
HUBG icon
560
HUB Group
HUBG
$2.24B
– –
-380
Closed -$13.7K
HUT
561
Hut 8
HUT
$11.5B
– –
-332
Closed -$15.6K
HWC icon
562
Hancock Whitney
HWC
$6.08B
– –
-255
Closed -$16.2K
HWM icon
563
Howmet Aerospace
HWM
$103B
– –
-28
Closed -$6.45K
HXL icon
564
Hexcel
HXL
$6.96B
– –
-75
Closed -$6.07K
HYDR icon
565
Global X Hydrogen ETF
HYDR
$106M
– –
-21
Closed -$755
HYGH icon
566
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$627M
– –
-4
Closed -$342
PPLI
567
People Inc
PPLI
$2.9B
– –
-61
Closed -$2.44K
IAU icon
568
iShares Gold Trust
IAU
$65.8B
– –
-2,511
Closed -$221K
IBIT icon
569
iShares Bitcoin Trust
IBIT
$61.8B
– –
-7,845
Closed -$301K
IBUY icon
570
Amplify Online Retail ETF
IBUY
$125M
– –
-369
Closed -$23.1K
ICE icon
571
Intercontinental Exchange
ICE
$90.5B
– –
-310
Closed -$48.8K
ICFI icon
572
ICF International
ICFI
$1.58B
– –
-129
Closed -$8.42K
ICVT icon
573
iShares Convertible Bond ETF
ICVT
$7.89B
– –
-416
Closed -$42.3K
IDMO icon
574
Invesco S&P International Developed Momentum ETF
IDMO
$4.39B
– –
-911
Closed -$50K
IDR icon
575
Idaho Strategic Resources
IDR
$498M
– –
-293
Closed -$9.41K
21 22
23
24 25

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TWA
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TCOTS
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FCM
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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.