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DWP
Destiny Wealth Partners Portfolio holdings
AUM
$914M
1-Year Est. Return
18.14%
This Fund
S&P 500
This Quarter
Est. Return
-2.6%
1 Year Est. Return
+18.14%
3 Year Est. Return
+51.89%
5 Year Est. Return
+51.61%
10 Year Est. Return
–
AUM
$914M
AUM Growth
+$42.9M
(+4.9%)
Cap. Flow
+$94.5M
Cap. Flow
% of AUM
10.34%
Top 10 Holdings %
Top 10 Hldgs %
31.22%
Holding
1,150
New
935
Increased
77
Reduced
62
Closed
3
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
+$17.2M |
| 2 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$15.2M |
| 3 |
VanEck CLO ETF
CLOI
|
+$14M |
| 4 |
iShares US Basic Materials ETF
IYM
|
+$13.9M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$12.8M |
Top Sells
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Consumer Discretionary | 5.37% |
| 3 | Communication Services | 4.43% |
| 4 | Financials | 4.01% |
| 5 | Healthcare | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HOLX
776
DELISTED
Hologic
HOLX
| $15.9K | ﹤0.01% |
+210
| New | +$15.8K |
|
777
Fulton Financial
FULT
$4.81B
| $15.9K | ﹤0.01% |
+780
| New | +$16.1K |
|
778
NiSource
NI
$22.2B
| $15.9K | ﹤0.01% |
+340
| New | +$15.3K |
|
779
Schwab US Large- Cap ETF
SCHX
$71.7B
| $15.8K | ﹤0.01% |
+617
| New | +$16.6K |
|
780
Huntington Bancshares
HBAN
$37.6B
| $15.8K | ﹤0.01% |
+1,010
| New | +$17.3K |
|
781
Kinder Morgan
KMI
$72.4B
| $15.8K | ﹤0.01% |
+470
| New | +$14.7K |
|
782
KKR & Co
KKR
$92.3B
| $15.7K | ﹤0.01% |
+170
| New | +$17.9K |
|
783
Guidewire Software
GWRE
$12.4B
| $15.7K | ﹤0.01% |
+105
| New | +$16K |
|
784
Ryan Specialty Holdings
RYAN
$5.48B
| $15.7K | ﹤0.01% |
+465
| New | +$19.9K |
|
785
Rubrik
RBRK
$16.4B
| $15.7K | ﹤0.01% |
+320
| New | +$18.4K |
|
786
Healthcare Realty
HR
$7.38B
| $15.6K | ﹤0.01% |
+920
| New | +$16.1K |
|
787
National Presto Industries
NPK
$875M
| $15.6K | ﹤0.01% |
+114
| New | +$14.6K |
|
788
Brown-Forman Class B
BF.B
$11.9B
| $15.6K | ﹤0.01% |
+590
| New | +$15.8K |
|
|
HUT
789
Hut 8
HUT
$10.3B
| $15.6K | ﹤0.01% |
+332
| New | +$18K |
|
790
Keurig Dr Pepper
KDP
$42.7B
| $15.5K | ﹤0.01% |
+590
| New | +$16.5K |
|
791
Gaming and Leisure Properties
GLPI
$12.8B
| $15.5K | ﹤0.01% |
+350
| New | +$16.2K |
|
792
FIVE9
FIVN
$1.93B
| $15.5K | ﹤0.01% |
+1,020
| New | +$17.7K |
|
793
Bio-Techne
TECH
$11.2B
| $15.4K | ﹤0.01% |
+295
| New | +$17.7K |
|
794
U-Haul Holding Co Series N
UHAL.B
$12.4B
| $15.4K | ﹤0.01% |
+345
| New | +$16.3K |
|
795
Post Holdings
POST
$3.98B
| $15.3K | ﹤0.01% |
+155
| New | +$15.8K |
|
796
Dolby
DLB
$4.73B
| $15.3K | ﹤0.01% |
+255
| New | +$16.1K |
|
797
WEX
WEX
$5.69B
| $15.3K | ﹤0.01% |
+100
| New | +$15.6K |
|
798
Coupang
CPNG
$30.3B
| $15.3K | ﹤0.01% |
+810
| New | +$15.9K |
|
799
EQT Corp
EQT
$30.9B
| $15.3K | ﹤0.01% |
+240
| New | +$14.1K |
|
800
Zoom
ZM
$27.2B
| $15.3K | ﹤0.01% |
+190
| New | +$15.9K |
|
Similar funds
GSWM
CWMK
PTC
SA
SOCM
SI
GIG
SAA
Destiny Wealth Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Destiny Wealth Partners held 1,150 positions worth $914M, up 4.9% from $871M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Destiny Wealth Partners deployed $94.5M of net new capital in Q1 2026, opening 935 new positions and adding to 77 existing holdings. Its largest new stake was Fidelity Total Bond ETF: 372,364 shares worth $17M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was State Street DoubleLine Total Return Tactical ETF, an estimated $17M trimmed.
- Destiny Wealth Partners's largest Q1 2026 buy was Fidelity Total Bond ETF: 372,364 shares worth $17M.
- Destiny Wealth Partners added most to Vanguard Mid-Cap ETF in Q1 2026, an estimated $4.93M increase.
- Destiny Wealth Partners's biggest Q1 2026 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $17M.
- Destiny Wealth Partners fully exited State Street Blackstone Senior Loan ETF in Q1 2026, selling an estimated $11M.
- Destiny Wealth Partners's ten largest holdings make up 31% of its $914M portfolio in Q1 2026.
- Destiny Wealth Partners opened 935 new positions and closed 3 in Q1 2026.
- Destiny Wealth Partners's portfolio value rose 4.9% quarter-over-quarter to $914M.
Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.