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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
MHD icon
726
BlackRock MuniHoldings Fund
MHD
$585M
– –
-446
Closed -$5.03K
MHK icon
727
Mohawk Industries
MHK
$9.05B
– –
-5
Closed -$492
MKC icon
728
McCormick & Company Non-Voting
MKC
$14B
– –
-275
Closed -$13.9K
MKTX icon
729
MarketAxess Holdings
MKTX
$5.75B
– –
-362
Closed -$59.7K
MLI icon
730
Mueller Industries
MLI
$14.1B
– –
-340
Closed -$18.8K
MLM icon
731
Martin Marietta Materials
MLM
$36.6B
– –
-25
Closed -$14.7K
MLPX icon
732
Global X MLP & Energy Infrastructure ETF
MLPX
$3.65B
– –
-721
Closed -$53.3K
MRSH
733
Marsh
MRSH
$88.6B
– –
-748
Closed -$130K
MMM icon
734
3M
MMM
$86.9B
– –
-376
Closed -$54.6K
MMS icon
735
Maximus
MMS
$3.02B
– –
-54
Closed -$3.46K
MMSI icon
736
Merit Medical Systems
MMSI
$5.35B
– –
-215
Closed -$14.8K
MNST icon
737
Monster Beverage
MNST
$85.8B
– –
-530
Closed -$19.2K
MO icon
738
Altria Group
MO
$115B
– –
-4,703
Closed -$310K
MOD icon
739
Modine Manufacturing
MOD
$10.3B
– –
-155
Closed -$33.6K
MOH icon
740
Molina Healthcare
MOH
$10.5B
– –
-13
Closed -$1.73K
MOS icon
741
The Mosaic Company
MOS
$8.22B
– –
-655
Closed -$16.7K
MPC icon
742
Marathon Petroleum
MPC
$109B
– –
-310
Closed -$75.7K
MPWR icon
743
Monolithic Power Systems
MPWR
$60.1B
– –
-6
Closed -$6.56K
MRNA icon
744
Moderna
MRNA
$58.1B
– –
-103
Closed -$5.23K
MRVL icon
745
Marvell Technology
MRVL
$201B
– –
-235
Closed -$23.3K
MSCI icon
746
MSCI
MSCI
$41.7B
– –
-18
Closed -$9.7K
MSI icon
747
Motorola Solutions
MSI
$77.5B
– –
-3
Closed -$1.3K
MSTR icon
748
Strategy Inc
MSTR
$56.7B
– –
-772
Closed -$96.3K
MT icon
749
ArcelorMittal
MT
$59.4B
– –
-1,657
Closed -$86.1K
MTA
750
Metalla Royalty & Streaming
MTA
$964M
– –
-2,100
Closed -$13.9K
28 29
30
31 32

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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.