Compass Financial Management’s Destiny Tech100 DXYZ Stock Holding History

Compass Financial Management’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

JGC

J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

KAS

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's DXYZ Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.