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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
SGOV icon
926
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
– –
-93
Closed -$9.36K
SH icon
927
ProShares Short S&P500
SH
$859M
– –
-669
Closed -$25.4K
SHEL icon
928
Shell
SHEL
$266B
– –
-375
Closed -$34.9K
SHEN icon
929
Shenandoah Telecom
SHEN
$697M
– –
-1,225
Closed -$18.9K
SHO icon
930
Sunstone Hotel Investors
SHO
$2.06B
– –
-1,775
Closed -$16K
SHOP icon
931
Shopify
SHOP
$187B
– –
-605
Closed -$71.8K
SHW icon
932
Sherwin-Williams
SHW
$81B
– –
-45
Closed -$14.4K
SHY icon
933
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
– –
-2,411
Closed -$199K
SHYG icon
934
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
– –
-2,040
Closed -$86.3K
SIGI icon
935
Selective Insurance
SIGI
$5.49B
– –
-29
Closed -$2.19K
SIL icon
936
Global X Silver Miners ETF NEW
SIL
$5.33B
– –
-2,580
Closed -$232K
SIRI icon
937
SiriusXM
SIRI
$9.77B
– –
-705
Closed -$16.3K
SITE icon
938
SiteOne Landscape Supply
SITE
$4.39B
– –
-110
Closed -$14.6K
SJM icon
939
J.M. Smucker
SJM
$13.5B
– –
-3
Closed -$289
HTO
940
H2O America
HTO
$2.69B
– –
-325
Closed -$19.1K
SKYY icon
941
First Trust Cloud Computing ETF
SKYY
$3.3B
– –
-92
Closed -$10.1K
SLB icon
942
SLB Ltd
SLB
$85.3B
– –
-518
Closed -$26.6K
SMFG icon
943
Sumitomo Mitsui Financial
SMFG
$173B
– –
-1,679
Closed -$33.2K
SMG icon
944
ScottsMiracle-Gro
SMG
$3.46B
– –
-79
Closed -$4.8K
SMH icon
945
VanEck Semiconductor ETF
SMH
$69.5B
– –
-367
Closed -$141K
SMMD icon
946
iShares Russell 2500 ETF
SMMD
$3.82B
– –
-290
Closed -$22.1K
SMP icon
947
Standard Motor Products
SMP
$928M
– –
-725
Closed -$25.2K
SNAP icon
948
Snap
SNAP
$9.25B
– –
-5,000
Closed -$23K
SNDA icon
949
Sonida Senior Living
SNDA
$1.81B
– –
-16,592
Closed -$535K
SNN icon
950
Smith & Nephew
SNN
$12.1B
– –
-300
Closed -$9.53K
36 37
38
39 40

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TCOTS
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FCM
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MAC
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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.