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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
TTWO icon
1026
Take-Two Interactive
TTWO
$40.1B
– –
-45
Closed -$8.89K
TW icon
1027
Tradeweb Markets
TW
$22.4B
– –
-88
Closed -$10.4K
TWLO icon
1028
Twilio
TWLO
$35.8B
– –
-144
Closed -$18.1K
TXN icon
1029
Texas Instruments
TXN
$236B
– –
-410
Closed -$79.6K
TXT icon
1030
Textron
TXT
$13.6B
– –
-195
Closed -$17.1K
TYL icon
1031
Tyler Technologies
TYL
$14.9B
– –
-5
Closed -$1.71K
U icon
1032
Unity
U
$18.3B
– –
-755
Closed -$16.6K
UAA icon
1033
Under Armour
UAA
$2.26B
– –
-7,070
Closed -$41.8K
UAL icon
1034
United Airlines
UAL
$36.2B
– –
-185
Closed -$17K
UBS icon
1035
UBS Group
UBS
$170B
– –
-315
Closed -$12.3K
UDR icon
1036
UDR
UDR
$11.7B
– –
-20
Closed -$676
UHAL.B icon
1037
U-Haul Holding Co Series N
UHAL.B
$11.5B
– –
-345
Closed -$15.4K
UHT
1038
Universal Health Realty Income Trust
UHT
$567M
– –
-630
Closed -$25.5K
UL icon
1039
Unilever
UL
$138B
– –
-727
Closed -$41.4K
UNF icon
1040
Unifirst Corp
UNF
$4.98B
– –
-51
Closed -$12.8K
UNIT
1041
Uniti Group
UNIT
$2.47B
– –
-2,550
Closed -$23.9K
UNM icon
1042
Unum
UNM
$15.2B
– –
-941
Closed -$68.7K
URNM icon
1043
Sprott Uranium Miners ETF
URNM
$2.16B
– –
-4,000
Closed -$253K
USB icon
1044
US Bancorp
USB
$98.7B
– –
-1,104
Closed -$57.4K
USFR icon
1045
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
– –
-455
Closed -$22.9K
USMV icon
1046
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
– –
-8,302
Closed -$770K
VBK icon
1047
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
– –
-857
Closed -$259K
VBR icon
1048
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
– –
-3,282
Closed -$713K
VCIT icon
1049
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
– –
-24
Closed -$1.99K
VCLT icon
1050
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.72B
– –
-202
Closed -$15.1K
40 41
42
43 44

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HPIA
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TWA
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TCOTS
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FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
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.