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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
LYB icon
701
LyondellBasell Industries
LYB
$20.5B
– –
-680
Closed -$54.8K
LYFT icon
702
Lyft
LYFT
$6.33B
– –
-1,145
Closed -$15.2K
LYG icon
703
Lloyds Banking Group
LYG
$88B
– –
-14,840
Closed -$74.6K
LYV icon
704
Live Nation Entertainment
LYV
$40.4B
– –
-5
Closed -$763
LZB icon
705
La-Z-Boy
LZB
$1.31B
– –
-337
Closed -$10.8K
MA icon
706
Mastercard
MA
$507B
– –
-435
Closed -$217K
MAA icon
707
Mid-America Apartment Communities
MAA
$14.9B
– –
-21
Closed -$2.56K
MAIN icon
708
Main Street Capital
MAIN
$5.39B
– –
-218
Closed -$11.5K
MAN icon
709
ManpowerGroup
MAN
$2.88B
– –
-1,080
Closed -$31.8K
MARA icon
710
Marathon Digital Holdings
MARA
$4.37B
– –
-224
Closed -$1.83K
MBB icon
711
iShares MBS ETF
MBB
$39.5B
– –
-748
Closed -$71K
MC icon
712
Moelis & Co
MC
$5.11B
– –
-193
Closed -$11K
MCHP icon
713
Microchip Technology
MCHP
$40.3B
– –
-2,538
Closed -$164K
MCK icon
714
McKesson
MCK
$106B
– –
-26
Closed -$22.5K
MCO icon
715
Moody's
MCO
$85.5B
– –
-2
Closed -$873
MDB icon
716
MongoDB
MDB
$29.7B
– –
-70
Closed -$17.1K
MDT icon
717
Medtronic
MDT
$120B
– –
-1,535
Closed -$133K
MDXG icon
718
MiMedx Group
MDXG
$666M
– –
-2,490
Closed -$9.84K
MELI icon
719
Mercado Libre
MELI
$100B
– –
-1
Closed -$1.73K
MET icon
720
MetLife
MET
$62B
– –
-25
Closed -$1.77K
MFG icon
721
Mizuho Financial
MFG
$136B
– –
-1,628
Closed -$12.9K
MGC icon
722
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-42
Closed -$9.93K
MGEE icon
723
MGE Energy Inc
MGEE
$2.92B
– –
-157
Closed -$12.1K
MGRC icon
724
McGrath RentCorp
MGRC
$2.73B
– –
-145
Closed -$16K
MGV icon
725
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-928
Closed -$135K
27 28
29
30 31

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HPIA
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TWA
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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
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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.