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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
HL icon
176
Hecla Mining
HL
$13.9B
$141K 0.02%
10,000
-2,085
-17% -$36.6K
UUUU icon
177
Energy Fuels
UUUU
$3.83B
$114K 0.02%
10,000
– –
ATEC icon
178
Alphatec Holdings
ATEC
$1.46B
$95.2K 0.01%
10,000
– –
EQX icon
179
Equinox Gold
EQX
$15B
$89.5K 0.01%
10,000
– –
ENVX icon
180
Enovix
ENVX
$729M
$81.8K 0.01%
20,000
– –
EXK
181
Endeavour Silver
EXK
$3.29B
$76.7K 0.01%
10,200
– –
TELA icon
182
TELA Bio
TELA
$36.9M
$38.3K 0.01%
52,500
– –
HIVE
183
HIVE Digital Technologies
HIVE
$853M
$28.3K ﹤0.01%
10,008
– –
SPCX
184
CALL
SpaceX
SPCX
$1.95T
$21.7K ﹤0.01%
+200
New +$34K
PLUG icon
185
Plug Power
PLUG
$3.03B
$20.6K ﹤0.01%
+10,000
New +$31.4K
CRWD icon
186
CALL
CrowdStrike
CRWD
$218B
$19.1K ﹤0.01%
+400
New +$56.8K
AA icon
187
Alcoa
AA
$13.2B
– –
-545
Closed -$36.1K
A icon
188
Agilent Technologies
A
$42.5B
– –
-5
Closed -$570
AAL icon
189
American Airlines Group
AAL
$8.69B
– –
-1,567
Closed -$16.8K
ABT icon
190
Abbott
ABT
$187B
– –
-1,934
Closed -$199K
ACA icon
191
Arcosa
ACA
$7.14B
– –
-210
Closed -$22.3K
ACB
192
Aurora Cannabis
ACB
$250M
– –
-12
Closed -$39
ACGL icon
193
Arch Capital
ACGL
$33.5B
– –
-5
Closed -$480
ACN icon
194
Accenture
ACN
$114B
– –
-1,247
Closed -$247K
ACWX icon
195
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
– –
-533
Closed -$36.5K
ADBE icon
196
Adobe
ADBE
$106B
– –
-70
Closed -$17K
ADI icon
197
Analog Devices
ADI
$176B
– –
-143
Closed -$45.5K
ADP icon
198
Automatic Data Processing
ADP
$110B
– –
-1,040
Closed -$211K
ADSK icon
199
Autodesk
ADSK
$45.5B
– –
-188
Closed -$45K
ADT icon
200
ADT
ADT
$5.45B
– –
-18,024
Closed -$118K
6 7
8
9 10

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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.