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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
IEMG icon
126
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$308K 0.04%
3,975
-737
-16% -$58.7K
GSIE icon
127
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$308K 0.04%
6,551
-15,433
-70% -$701K
BXSL icon
128
Blackstone Secured Lending
BXSL
$5.76B
$308K 0.04%
13,320
-71,329
-84% -$1.7M
XT icon
129
iShares Future Exponential Technologies ETF
XT
$3.95B
$294K 0.04%
3,693
-26,516
-88% -$2.07M
UNH icon
130
UnitedHealth
UNH
$356B
$274K 0.04%
660
-430
-39% -$159K
PAAA icon
131
PGIM AAA CLO ETF
PAAA
$12.1B
$272K 0.04%
5,307
+3,364
+173% +$173K
HON icon
132
Honeywell
HON
$66.4B
$267K 0.04%
1,099
+245
+29% +$54.7K
AMGN icon
133
Amgen
AMGN
$236B
$267K 0.04%
693
+136
+24% +$46.6K
MDLZ icon
134
Mondelez International
MDLZ
$78.2B
$266K 0.04%
4,265
+2,351
+123% +$142K
GBTC icon
135
Grayscale Bitcoin Trust
GBTC
$12B
$261K 0.04%
5,356
– –
GS icon
136
Goldman Sachs
GS
$302B
$259K 0.04%
254
-625
-71% -$609K
SSRM icon
137
SSR Mining
SSRM
$7.58B
$256K 0.04%
10,000
– –
XLV icon
138
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$254K 0.04%
1,565
-347
-18% -$51.6K
USIG icon
139
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
$251K 0.04%
4,982
– –
VLUE icon
140
iShares MSCI USA Value Factor ETF
VLUE
$9.9B
$251K 0.04%
1,311
-5
-0.4% -$896
PEP icon
141
PepsiCo
PEP
$188B
$250K 0.04%
1,790
-1,122
-39% -$168K
XLP icon
142
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$249K 0.04%
2,926
– –
PG icon
143
Procter & Gamble
PG
$340B
$246K 0.03%
1,704
-910
-35% -$132K
LW icon
144
Lamb Weston
LW
$6.86B
$243K 0.03%
4,623
+4,591
+14,347% +$198K
HD icon
145
Home Depot
HD
$320B
$243K 0.03%
732
-2,237
-75% -$728K
THG icon
146
Hanover Insurance
THG
$7.95B
$239K 0.03%
1,029
+859
+505% +$163K
WM icon
147
Waste Management
WM
$87.5B
$239K 0.03%
1,056
-3,478
-77% -$774K
COF icon
148
Capital One
COF
$135B
$235K 0.03%
1,124
+513
+84% +$98.1K
IJS icon
149
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
$235K 0.03%
1,727
– –
C icon
150
Citigroup
C
$231B
$234K 0.03%
1,763
+326
+23% +$42.4K
4 5
6
7 8

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HPIA
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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.