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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
SNPS icon
951
Synopsys
SNPS
$75.5B
– –
-5
Closed -$1.98K
SNY icon
952
Sanofi
SNY
$106B
– –
-688
Closed -$33.1K
SO icon
953
Southern Company
SO
$101B
– –
-748
Closed -$72.2K
SONY icon
954
Sony
SONY
$143B
– –
-722
Closed -$14.9K
SOXL icon
955
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$20.1B
– –
-5,128
Closed -$246K
SOXX icon
956
iShares Semiconductor ETF
SOXX
$42.8B
– –
-98
Closed -$32.2K
SPDW icon
957
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
– –
-2,338
Closed -$107K
SPEM icon
958
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
– –
-688
Closed -$32.3K
SPG icon
959
Simon Property Group
SPG
$67.8B
– –
-177
Closed -$33K
SPGI icon
960
S&P Global
SPGI
$131B
– –
-83
Closed -$35.3K
SPHY icon
961
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.9B
– –
-88
Closed -$2.05K
SPLV icon
962
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
– –
-885
Closed -$64.7K
SPMD icon
963
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
– –
-461
Closed -$27.3K
SPMO icon
964
Invesco S&P 500 Momentum ETF
SPMO
$22.5B
– –
-757
Closed -$84.9K
SPOT icon
965
Spotify
SPOT
$112B
– –
-121
Closed -$58.7K
SPSB icon
966
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
– –
-62,591
Closed -$1.88M
SPSC icon
967
SPS Commerce
SPSC
$2.99B
– –
-270
Closed -$15K
SPSM icon
968
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
– –
-792
Closed -$38.3K
SPTI icon
969
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
– –
-190
Closed -$5.45K
SPTL icon
970
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
– –
-71
Closed -$1.87K
SPTS icon
971
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.13B
– –
-273
Closed -$7.97K
SPYV icon
972
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
– –
-62
Closed -$3.51K
SR icon
973
Spire
SR
$4.89B
– –
-511
Closed -$46.3K
SRE icon
974
Sempra
SRE
$55B
– –
-380
Closed -$36.9K
SSB icon
975
SouthState Bank Corp
SSB
$10.5B
– –
-146
Closed -$13.5K
37 38
39
40 41

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TCOTS
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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.