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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
LBRT icon
676
Liberty Energy
LBRT
$3.36B
– –
-1,290
Closed -$37.2K
LCID icon
677
Lucid Motors
LCID
$1.84B
– –
-400
Closed -$3.81K
LDOS icon
678
Leidos
LDOS
$16.7B
– –
-527
Closed -$82K
LECO icon
679
Lincoln Electric
LECO
$15.1B
– –
-70
Closed -$17.4K
LH icon
680
Labcorp
LH
$26.5B
– –
-657
Closed -$175K
LHX icon
681
L3Harris
LHX
$47.8B
– –
-33
Closed -$11.4K
LIN icon
682
Linde
LIN
$220B
– –
-888
Closed -$440K
LIT icon
683
Global X Lithium & Battery Tech ETF
LIT
$1.59B
– –
-379
Closed -$28.2K
LKFN icon
684
Lakeland Financial Corp
LKFN
$1.51B
– –
-195
Closed -$11.2K
LKQ icon
685
LKQ Corp
LKQ
$6.46B
– –
-505
Closed -$14.8K
LLY icon
686
Eli Lilly
LLY
$1.02T
– –
-1,276
Closed -$1.17M
LMT icon
687
Lockheed Martin
LMT
$121B
– –
-764
Closed -$461K
LNC icon
688
Lincoln National
LNC
$8.71B
– –
-815
Closed -$28.9K
LNG icon
689
Cheniere Energy
LNG
$60.3B
– –
-142
Closed -$40.3K
LNT icon
690
Alliant Energy
LNT
$17.6B
– –
-230
Closed -$16.5K
LOW icon
691
Lowe's Companies
LOW
$115B
– –
-754
Closed -$178K
LPLA icon
692
LPL Financial
LPLA
$28.3B
– –
-50
Closed -$15K
LQDW icon
693
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$318M
– –
-14
Closed -$339
LRCX icon
694
Lam Research
LRCX
$385B
– –
-465
Closed -$99.4K
LTC
695
LTC Properties
LTC
$2.22B
– –
-301
Closed -$11.2K
LULU icon
696
lululemon athletica
LULU
$11.1B
– –
-13
Closed -$1.99K
LUMN icon
697
Lumen
LUMN
$6.98B
– –
-109
Closed -$758
LUV icon
698
Southwest Airlines
LUV
$19.4B
– –
-1,135
Closed -$42.6K
LVHI icon
699
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.8B
– –
-150
Closed -$6.08K
LXP icon
700
LXP Industrial Trust
LXP
$3.58B
– –
-884
Closed -$40.9K
26 27
28
29 30

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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.