Carson Wealth (CWM LLC)
DXYZ

Carson Wealth (CWM LLC)’s Destiny Tech100 DXYZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$15.3K Sell
570
-630
-53% -$18.2K ﹤0.01% 4575
2025
Q4 		$37K Buy
+1,200
New +$32.1K ﹤0.01% 3823
2025
Q3 		– Sell
-2,510
Closed -$96K – 5599
2025
Q2 		$96K Hold
2,510
– – ﹤0.01% 2771
2025
Q1 		$89K Hold
2,510
– – ﹤0.01% 2519
2024
Q4 		$148K Buy
+2,510
New +$85.7K ﹤0.01% 2032

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

Carson Wealth (CWM LLC)'s DXYZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Destiny Tech100 (DXYZ) stake by 53% in Q1 2026, selling an estimated $18.2K and leaving 570 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4575.

Carson Wealth (CWM LLC) first reported a position in DXYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $148K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 570 shares of Destiny Tech100 worth $15.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 630 Destiny Tech100 shares in Q1 2026, an estimated $18.2K.
  • Destiny Tech100 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4575 holding.
  • Carson Wealth (CWM LLC) first reported a position in Destiny Tech100 in Q4 2024 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Destiny Tech100 position peaked at $148K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.