BCWM
DXYZ

Bartlett & Co Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Bartlett & Co 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
Q1 		$92.5K Hold
2,400
– – ﹤0.01% 586
2025
Q4 		$73.5K Hold
2,400
– – ﹤0.01% 602
2025
Q3 		$51.1K Hold
2,400
– – ﹤0.01% 669
2025
Q2 		$91.4K Hold
2,400
– – ﹤0.01% 564
2025
Q1 		$84.9K Hold
2,400
– – ﹤0.01% 568
2024
Q4 		$141K Sell
2,400
-600
-20% -$20.5K ﹤0.01% 495
2024
Q3 		$29.9K Hold
3,000
– – ﹤0.01% 747
2024
Q2 		$45.7K Buy
+3,000
New +$65.1K ﹤0.01% 675

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Bartlett & Co Wealth Management's DXYZ Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Destiny Tech100 (DXYZ) position steady in Q1 2026 at 2,400 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Bartlett & Co Wealth Management first reported a position in DXYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $141K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,400 shares of Destiny Tech100 worth $92.5K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Destiny Tech100 share count unchanged in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #586 holding.
  • Bartlett & Co Wealth Management first reported a position in Destiny Tech100 in Q2 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's Destiny Tech100 position peaked at $141K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.