COMPASS FINANCIAL MANAGEMENT LLC’s Destiny Tech100 DXYZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$59.4K	Buy	+2,400	New	+$90.3K	0.01%	656

Other funds holding DXYZ

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCM

FirstWave Capital Management Miami, Florida $227M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DXYZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 2,400 shares worth $59.4K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings.

122 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,400 shares of Destiny Tech100 worth $59.4K as of Q2 2026.
Destiny Tech100 was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Destiny Tech100 made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #656 holding.
122 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.