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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
AEE icon
201
Ameren
AEE
$29.5B
– –
-5
Closed -$550
AEM icon
202
Agnico Eagle Mines
AEM
$104B
– –
-14
Closed -$2.84K
AEP icon
203
American Electric Power
AEP
$67.8B
– –
-277
Closed -$36.3K
AES icon
204
AES
AES
$10.6B
– –
-1,170
Closed -$16.5K
AFB
205
AllianceBernstein National Municipal Income Fund
AFB
$305M
– –
-532
Closed -$5.69K
AFL icon
206
Aflac
AFL
$58.8B
– –
-1,477
Closed -$162K
AGCO icon
207
AGCO
AGCO
$9.34B
– –
-150
Closed -$17.4K
AGG icon
208
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-1,099
Closed -$109K
AGNC icon
209
AGNC Investment
AGNC
$12.6B
– –
-1,012
Closed -$10.2K
AI icon
210
C3.ai
AI
$1.67B
– –
-50
Closed -$421
AIG icon
211
American International
AIG
$39.8B
– –
-615
Closed -$46.3K
AIVL icon
212
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
– –
-6,120
Closed -$708K
AIZ icon
213
Assurant
AIZ
$14.1B
– –
-19
Closed -$4.14K
ALC icon
214
Alcon
ALC
$34.1B
– –
-189
Closed -$14.2K
ALB icon
215
Albemarle
ALB
$14.9B
– –
-180
Closed -$32.3K
ALGN icon
216
Align Technology
ALGN
$11.3B
– –
-139
Closed -$23.8K
ALLY icon
217
Ally Financial
ALLY
$13.3B
– –
-385
Closed -$15.1K
ALNY icon
218
Alnylam Pharmaceuticals
ALNY
$35.6B
– –
-77
Closed -$25.5K
ALV icon
219
Autoliv
ALV
$9.17B
– –
-36
Closed -$3.79K
AMAT icon
220
Applied Materials
AMAT
$361B
– –
-230
Closed -$78.6K
AMH icon
221
American Homes 4 Rent
AMH
$11.7B
– –
-2,140
Closed -$59.7K
AMN icon
222
AMN Healthcare
AMN
$1.31B
– –
-92
Closed -$1.69K
AMP icon
223
Ameriprise Financial
AMP
$49.5B
– –
-2
Closed -$889
AMT icon
224
American Tower
AMT
$81.9B
– –
-53
Closed -$9.15K
AMSF icon
225
AMERISAFE
AMSF
$482M
– –
-195
Closed -$6.5K
7 8
9
10 11

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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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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.