Rothwell Investment Advisors, LLC’s Destiny Tech100 DXYZ Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.08K	Buy	+100	New	+$2.9K	﹤0.01%	987

Other funds holding DXYZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DXYZ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Destiny Tech100 (DXYZ) in Q3 2026: 100 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings.

81 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Destiny Tech100 worth $3.08K as of Q3 2026.
Destiny Tech100 was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Destiny Tech100 made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #987 holding.
81 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.