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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
ILMN icon
601
Illumina
ILMN
$33B
– –
-254
Closed -$31.3K
INCY icon
602
Incyte
INCY
$25.7B
– –
-185
Closed -$17.4K
INFY icon
603
Infosys
INFY
$47.4B
– –
-1,345
Closed -$18.2K
ING icon
604
ING
ING
$106B
– –
-1,166
Closed -$30.4K
INSM icon
605
Insmed
INSM
$27.6B
– –
-175
Closed -$28.6K
INSP icon
606
Inspire Medical Systems
INSP
$1.82B
– –
-295
Closed -$15.2K
INTC icon
607
Intel
INTC
$506B
– –
-2,490
Closed -$110K
INTF icon
608
iShares International Equity Factor ETF
INTF
$3.82B
– –
-3,340
Closed -$130K
INTU icon
609
Intuit
INTU
$91B
– –
-432
Closed -$187K
INVH icon
610
Invitation Homes
INVH
$16.9B
– –
-660
Closed -$16.4K
IONS icon
611
Ionis Pharmaceuticals
IONS
$9.65B
– –
-375
Closed -$28.2K
IOT icon
612
Samsara
IOT
$23.4B
– –
-540
Closed -$17.1K
IQDG icon
613
WisdomTree International Quality Dividend Growth Fund
IQDG
$719M
– –
-115
Closed -$4.62K
IQDY icon
614
Northern Trust International Quality Dividend Dynamic ETF
IQDY
$115M
– –
-500
Closed -$19K
IQLT icon
615
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
– –
-90
Closed -$4.16K
IQV icon
616
IQVIA
IQV
$44.1B
– –
-124
Closed -$21.1K
IRDM icon
617
Iridium Communications
IRDM
$5B
– –
-920
Closed -$25.5K
IRM icon
618
Iron Mountain
IRM
$34.8B
– –
-5
Closed -$511
ISCG icon
619
iShares Morningstar Small-Cap Growth ETF
ISCG
$988M
– –
-3,914
Closed -$214K
ISRG icon
620
Intuitive Surgical
ISRG
$130B
– –
-217
Closed -$100K
IT icon
621
Gartner
IT
$11.8B
– –
-380
Closed -$60.2K
ITA icon
622
iShares US Aerospace & Defense ETF
ITA
$13.5B
– –
-110
Closed -$24.1K
ITOT icon
623
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
– –
-14,393
Closed -$2.05M
ITW icon
624
Illinois Tool Works
ITW
$76.9B
– –
-50
Closed -$13K
IUSB icon
625
iShares Core Universal USD Bond ETF
IUSB
$43.5B
– –
-4,341
Closed -$201K
23 24
25
26 27

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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.