Avior Wealth Management
DXYZ icon

Avior Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Avior 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 		$410K Buy
13,289
+1,199
+10% +$34.7K 0.01% 559
2026
Q2 		$311K Buy
+12,090
New +$455K 0.01% 649

Other funds holding DXYZ

AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

Avior Wealth Management increased its Destiny Tech100 (DXYZ) stake by 9.9% in Q3 2026, buying an estimated $34.7K and bringing the position to 13,289 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #559.

Avior Wealth Management first reported a position in DXYZ in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Avior Wealth Management held 13,289 shares of Destiny Tech100 worth $410K as of Q3 2026.
  • Avior Wealth Management bought 1,199 Destiny Tech100 shares in Q3 2026, an estimated $34.7K.
  • Destiny Tech100 made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #559 holding.
  • Avior Wealth Management first reported a position in Destiny Tech100 in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

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