AFA
DXYZ

AA Financial Advisors’s Destiny Tech100 DXYZ Stock Holding History

AA Financial Advisors’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
Q2 		$1.49M Sell
58,000
-3,000
-5% -$113K 0.18% 87
2026
Q1 		$1.63M Sell
61,000
-9,000
-13% -$260K 0.23% 80
2025
Q4 		$2.14M Buy
+70,000
New +$1.87M 0.4% 52

Other funds holding DXYZ

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

AA Financial Advisors's DXYZ Position: Q2 2026 in Review

AA Financial Advisors reduced its Destiny Tech100 (DXYZ) stake by 4.9% in Q2 2026, selling an estimated $113K and leaving 58,000 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #87.

AA Financial Advisors first reported a position in DXYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14M in Q4 2025. 29 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • AA Financial Advisors held 58,000 shares of Destiny Tech100 worth $1.49M as of Q2 2026.
  • AA Financial Advisors sold 3,000 Destiny Tech100 shares in Q2 2026, an estimated $113K.
  • Destiny Tech100 made up 0.18% of AA Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • AA Financial Advisors first reported a position in Destiny Tech100 in Q4 2025 and has held it in 3 quarters since.
  • AA Financial Advisors's Destiny Tech100 position peaked at $2.14M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.