BIAS
DXYZ

Beacon Investment Advisory Services’s Destiny Tech100 DXYZ Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-165
Closed -$4.42K – 853
2026
Q1 		$4.42K Buy
+165
New +$4.76K ﹤0.01% 706

Other funds holding DXYZ

AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beacon Investment Advisory Services's DXYZ Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Destiny Tech100 (DXYZ) in Q2 2026, closing a stake of 165 shares — an estimated $4.42K sold.

Beacon Investment Advisory Services first reported a position in DXYZ in Q1 2026 and held it in 1 quarter. The position peaked at $4.42K in Q1 2026. 35 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Destiny Tech100 position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 165 Destiny Tech100 shares in Q2 2026, an estimated $4.42K.
  • Beacon Investment Advisory Services first reported a position in Destiny Tech100 in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Destiny Tech100 position peaked at $4.42K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.