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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
NOBL icon
776
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
– –
-212
Closed -$11.2K
NOC icon
777
Northrop Grumman
NOC
$73.2B
– –
-59
Closed -$40.3K
NOV icon
778
NOV
NOV
$7.63B
– –
-1,040
Closed -$19.6K
NOW icon
779
ServiceNow
NOW
$146B
– –
-545
Closed -$57K
NPK icon
780
National Presto Industries
NPK
$1.05B
– –
-114
Closed -$15.6K
NRG icon
781
NRG Energy
NRG
$25B
– –
-130
Closed -$19K
NSC icon
782
Norfolk Southern
NSC
$74B
– –
-60
Closed -$17.2K
NTAP icon
783
NetApp
NTAP
$36.5B
– –
-982
Closed -$101K
NTST
784
NETSTREIT Corp
NTST
$2.04B
– –
-770
Closed -$14.5K
NU icon
785
Nu Holdings
NU
$74.2B
– –
-1,190
Closed -$17.1K
NUEM icon
786
Nuveen ESG Emerging Markets Equity ETF
NUEM
$428M
– –
-6,058
Closed -$223K
NUE icon
787
Nucor
NUE
$59.2B
– –
-115
Closed -$19.4K
NUS icon
788
Nu Skin
NUS
$236M
– –
-1,955
Closed -$14.2K
NVG icon
789
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.59B
– –
-881
Closed -$10.9K
NVO
790
Novo Nordisk
NVO
$206B
– –
-1,192
Closed -$43.8K
NVS icon
791
Novartis
NVS
$304B
– –
-648
Closed -$99K
NVST icon
792
Envista
NVST
$4.38B
– –
-825
Closed -$20.9K
NWE icon
793
NorthWestern Energy
NWE
$4.35B
– –
-275
Closed -$18.1K
NWG icon
794
NatWest
NWG
$75.2B
– –
-2,275
Closed -$33.9K
NWN icon
795
Northwest Natural Holdings
NWN
$2.07B
– –
-310
Closed -$16.5K
NXPI icon
796
NXP Semiconductors
NXPI
$57.5B
– –
-29
Closed -$5.71K
ADAM
797
Adamas Trust
ADAM
$876M
– –
-2,045
Closed -$15.1K
OC icon
798
Owens Corning
OC
$11B
– –
-43
Closed -$4.65K
ODFL icon
799
Old Dominion Freight Line
ODFL
$38.5B
– –
-5
Closed -$977
OGN icon
800
Organon & Co
OGN
$3.62B
– –
-116
Closed -$698
30 31
32
33 34

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TWA
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TCOTS
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FCM
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MAC
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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.