Cedar Mountain Advisors
DXYZ icon

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
Q3 		– Sell
-175
Closed -$4.51K – 1235
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

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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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

Cedar Mountain Advisors's DXYZ Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of Destiny Tech100 (DXYZ) in Q3 2026, closing a stake of 175 shares — an estimated $4.51K sold.

Cedar Mountain Advisors first reported a position in DXYZ in Q1 2026 and held it in 2 quarters. The position peaked at $4.69K in Q1 2026. 30 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Cedar Mountain Advisors reported no remaining Destiny Tech100 position as of Q3 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 175 Destiny Tech100 shares in Q3 2026, an estimated $4.51K.
  • Cedar Mountain Advisors first reported a position in Destiny Tech100 in Q1 2026 and held it in 2 quarters.
  • Cedar Mountain Advisors's Destiny Tech100 position peaked at $4.69K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.