CMA
DXYZ

Cedar Mountain Advisors’s Destiny Tech100 DXYZ Stock Holding History

Cedar Mountain Advisors’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 		$4.51K Hold
175
– – ﹤0.01% 725
2026
Q1 		$4.69K Buy
+175
New +$5.05K ﹤0.01% 676

Other funds holding DXYZ

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Cedar Mountain Advisors's DXYZ Position: Q2 2026 in Review

Cedar Mountain Advisors held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 175 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Cedar Mountain Advisors first reported a position in DXYZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.69K in Q1 2026. 23 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Cedar Mountain Advisors held 175 shares of Destiny Tech100 worth $4.51K as of Q2 2026.
  • Cedar Mountain Advisors left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #725 holding.
  • Cedar Mountain Advisors first reported a position in Destiny Tech100 in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Destiny Tech100 position peaked at $4.69K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.