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Able Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Able Wealth Management’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 		$278K Buy
+8,544
New +$247K 0.06% 119

Other funds holding DXYZ

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Able Wealth Management's DXYZ Position: Q3 2026 in Review

Able Wealth Management opened a new position in Destiny Tech100 (DXYZ) in Q3 2026: 8,544 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings.

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

  • Able Wealth Management held 8,544 shares of Destiny Tech100 worth $278K as of Q3 2026.
  • Destiny Tech100 was a new Able Wealth Management position in Q3 2026.
  • Destiny Tech100 made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #119 holding.
  • 11 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.