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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
WLK icon
1101
Westlake Corp
WLK
$9.56B
– –
-510
Closed -$59.6K
WLY icon
1102
John Wiley & Sons Class A
WLY
$2.45B
– –
-189
Closed -$7.2K
WMG icon
1103
Warner Music
WMG
$15.1B
– –
-107
Closed -$2.73K
WMB icon
1104
Williams Companies
WMB
$90.7B
– –
-660
Closed -$48K
WMK icon
1105
Weis Markets
WMK
$1.78B
– –
-223
Closed -$15.3K
WRB icon
1106
W.R. Berkley
WRB
$25.7B
– –
-327
Closed -$21.7K
WST icon
1107
West Pharmaceutical
WST
$23.9B
– –
-60
Closed -$15K
WTRG icon
1108
Essential Utilities
WTRG
$11.8B
– –
-690
Closed -$27.8K
WU icon
1109
Western Union
WU
$2.24B
– –
-1,935
Closed -$16.9K
WULF icon
1110
TeraWulf
WULF
$8.24B
– –
-740
Closed -$10.7K
WY icon
1111
Weyerhaeuser
WY
$16.6B
– –
-670
Closed -$16.4K
XEL icon
1112
Xcel Energy
XEL
$47.3B
– –
-55
Closed -$4.37K
XHB icon
1113
State Street SPDR S&P Homebuilders ETF
XHB
$1.34B
– –
-1,110
Closed -$110K
XLB icon
1114
State Street Materials Select Sector SPDR ETF
XLB
$8.68B
– –
-2,238
Closed -$112K
XLG icon
1115
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
– –
-883
Closed -$48.2K
XLRE icon
1116
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.27B
– –
-2,334
Closed -$95.3K
XLU icon
1117
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
– –
-3,740
Closed -$172K
XMHQ icon
1118
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
– –
-718
Closed -$74.2K
XSMO icon
1119
Invesco S&P SmallCap Momentum ETF
XSMO
$3.02B
– –
-1,781
Closed -$135K
XYL icon
1120
Xylem
XYL
$24.7B
– –
-59
Closed -$7.05K
YUM icon
1121
Yum! Brands
YUM
$41.1B
– –
-824
Closed -$128K
Z icon
1122
Zillow
Z
$7.78B
– –
-75
Closed -$3.1K
ZBH icon
1123
Zimmer Biomet
ZBH
$18.7B
– –
-431
Closed -$39K
ZM icon
1124
Zoom
ZM
$29.6B
– –
-190
Closed -$15.3K
ZTS icon
1125
Zoetis
ZTS
$31.3B
– –
-1,565
Closed -$185K
43 44
45
46 47

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TWA
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TCOTS
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FCM
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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.