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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
VRTX icon
1076
Vertex Pharmaceuticals
VRTX
$138B
– –
-200
Closed -$89.3K
VST icon
1077
Vistra
VST
$50.1B
– –
-190
Closed -$28.6K
VTR icon
1078
Ventas
VTR
$46.3B
– –
-205
Closed -$16.8K
VTRS icon
1079
Viatris
VTRS
$19.4B
– –
-179
Closed -$2.42K
VVV icon
1080
Valvoline
VVV
$4.09B
– –
-530
Closed -$17.9K
VWO icon
1081
Vanguard FTSE Emerging Markets ETF
VWO
$128B
– –
-13,741
Closed -$743K
VWOB icon
1082
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.2B
– –
-394
Closed -$25.9K
VXF icon
1083
Vanguard Extended Market ETF
VXF
$31.3B
– –
-7,746
Closed -$1.59M
VXUS icon
1084
Vanguard Total International Stock ETF
VXUS
$165B
– –
-1,236
Closed -$95.3K
VYMI icon
1085
Vanguard International High Dividend Yield ETF
VYMI
$21.8B
– –
-591
Closed -$55.7K
VZ icon
1086
Verizon
VZ
$208B
– –
-2,783
Closed -$140K
WAB icon
1087
Wabtec
WAB
$47.8B
– –
-198
Closed -$49.5K
WAFD icon
1088
WaFd
WAFD
$2.69B
– –
-336
Closed -$10.6K
WAT icon
1089
Waters Corp
WAT
$40.2B
– –
-2
Closed -$499
WBD icon
1090
Warner Bros
WBD
$70.8B
– –
-3,730
Closed -$102K
WCC
1091
WESCO International
WCC
$17.1B
– –
-70
Closed -$19.2K
WCLD
1092
WisdomTree Cloud Computing Fund
WCLD
$336M
– –
-843
Closed -$23K
WDAY icon
1093
Workday
WDAY
$47.2B
– –
-23
Closed -$2.99K
WDC icon
1094
Western Digital
WDC
$169B
– –
-360
Closed -$97.4K
WDS icon
1095
Woodside Energy
WDS
$43.3B
– –
-40
Closed -$955
WEC icon
1096
WEC Energy
WEC
$34.5B
– –
-295
Closed -$34.2K
WELL icon
1097
Welltower
WELL
$170B
– –
-335
Closed -$66.2K
WERN icon
1098
Werner Enterprises
WERN
$2.4B
– –
-260
Closed -$7.65K
WEX icon
1099
WEX
WEX
$6.61B
– –
-100
Closed -$15.3K
WFC icon
1100
Wells Fargo
WFC
$272B
– –
-6,091
Closed -$485K
42 43
44
45 46

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TWA
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TCOTS
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FCM
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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.