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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
NSLR
976
Neostellar Capital Corp
NSLR
$267M
– –
-52
Closed -$559
STC icon
977
Stewart Information Services
STC
$2.06B
– –
-208
Closed -$12.8K
STE icon
978
Steris
STE
$21.9B
– –
-113
Closed -$25K
STIP icon
979
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
– –
-106
Closed -$11K
STM icon
980
STMicroelectronics
STM
$46.6B
– –
-100
Closed -$3.46K
STRL icon
981
Sterling Infrastructure
STRL
$14.9B
– –
-90
Closed -$36.7K
STT icon
982
State Street
STT
$53.4B
– –
-5
Closed -$633
STX icon
983
Seagate
STX
$192B
– –
-5
Closed -$1.96K
STZ icon
984
Constellation Brands
STZ
$21.9B
– –
-791
Closed -$119K
SWKS icon
985
Skyworks Solutions
SWKS
$11.1B
– –
-211
Closed -$11.3K
SXT icon
986
Sensient Technologies
SXT
$5.74B
– –
-170
Closed -$14.7K
SYF icon
987
Synchrony
SYF
$26B
– –
-1,526
Closed -$104K
SYLD icon
988
Cambria Shareholder Yield ETF
SYLD
$1.03B
– –
-375
Closed -$28.3K
SYK icon
989
Stryker
SYK
$116B
– –
-37,811
Closed -$12.4M
SYY icon
990
Sysco
SYY
$38.4B
– –
-88
Closed -$6.28K
T icon
991
AT&T
T
$176B
– –
-12,439
Closed -$361K
TAK icon
992
Takeda Pharmaceutical
TAK
$58.9B
– –
-940
Closed -$17.4K
TDC icon
993
Teradata
TDC
$2.61B
– –
-23
Closed -$589
TECH icon
994
Bio-Techne
TECH
$11.4B
– –
-295
Closed -$15.4K
TEL icon
995
TE Connectivity
TEL
$60.4B
– –
-64
Closed -$13.4K
TEX icon
996
Terex
TEX
$7.23B
– –
-360
Closed -$21.3K
TFC icon
997
Truist Financial
TFC
$63.1B
– –
-5,887
Closed -$271K
TGT icon
998
Target
TGT
$74.7B
– –
-15
Closed -$1.84K
TIP icon
999
iShares TIPS Bond ETF
TIP
$15B
– –
-43
Closed -$4.75K
TJX icon
1000
TJX Companies
TJX
$145B
– –
-245
Closed -$39.1K
38 39
40
41 42

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TWA
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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.