We are live on ! Find out more
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
JEPI icon
651
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
– –
-518
Closed -$29.3K
JETS icon
652
US Global Jets ETF
JETS
$773M
– –
-2,123
Closed -$52.3K
JKHY icon
653
Jack Henry & Associates
JKHY
$11.6B
– –
-942
Closed -$149K
JLL icon
654
Jones Lang LaSalle
JLL
$16.7B
– –
-60
Closed -$18.3K
JOBY icon
655
Joby Aviation
JOBY
$6.67B
– –
-235
Closed -$1.94K
JOE icon
656
St. Joe Company
JOE
$3.76B
– –
-200
Closed -$12.6K
JPST icon
657
JPMorgan Ultra-Short Income ETF
JPST
$41B
– –
-3,556
Closed -$180K
KD icon
658
Kyndryl
KD
$2.86B
– –
-230
Closed -$3.02K
KDP icon
659
Keurig Dr Pepper
KDP
$44.3B
– –
-590
Closed -$15.5K
KELYA icon
660
Kelly Services Class A
KELYA
$586M
– –
-507
Closed -$4.49K
KEY icon
661
KeyCorp
KEY
$23.7B
– –
-875
Closed -$17.5K
KEYS icon
662
Keysight
KEYS
$55.7B
– –
-33
Closed -$9.32K
KHC icon
663
Kraft Heinz
KHC
$29.5B
– –
-1,290
Closed -$29K
KIM icon
664
Kimco Realty
KIM
$15.8B
– –
-615
Closed -$13.8K
KKR icon
665
KKR & Co
KKR
$96.7B
– –
-170
Closed -$15.7K
KLAC icon
666
KLA
KLAC
$242B
– –
-670
Closed -$98.7K
KMB icon
667
Kimberly-Clark
KMB
$34.9B
– –
-61
Closed -$5.88K
KMI icon
668
Kinder Morgan
KMI
$69.9B
– –
-470
Closed -$15.8K
KR icon
669
Kroger
KR
$35.9B
– –
-157
Closed -$11.4K
KRE icon
670
State Street SPDR S&P Regional Banking ETF
KRE
$4.22B
– –
-166
Closed -$10.8K
KVUE icon
671
Kenvue
KVUE
$36B
– –
-1,233
Closed -$21.3K
L icon
672
Loews
L
$22.3B
– –
-10
Closed -$1.07K
LAMR icon
673
Lamar Advertising Co
LAMR
$15.3B
– –
-115
Closed -$14.6K
MZTI
674
The Marzetti Company
MZTI
$2.88B
– –
-59
Closed -$8.16K
LBTYA icon
675
Liberty Global Class A
LBTYA
$3.62B
– –
-1,440
Closed -$17.4K
25 26
27
28 29

Similar funds

CAM
Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $711M AUM 32.8% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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.