CoreCap Advisors
DXYZ icon

CoreCap Advisors’s Destiny Tech100 DXYZ Stock Holding History

CoreCap 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 		$6.17K Buy
200
+162
+426% +$4.69K ﹤0.01% 2221
2026
Q2 		$979 Hold
38
– – ﹤0.01% 2704
2026
Q1 		$1.02K Sell
38
-500
-93% -$14.4K ﹤0.01% 2532
2025
Q4 		$16.5K Buy
+538
New +$14.4K ﹤0.01% 1758

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
AWM
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

CoreCap Advisors's DXYZ Position: Q3 2026 in Review

CoreCap Advisors increased its Destiny Tech100 (DXYZ) stake by 426% in Q3 2026, buying an estimated $4.69K and bringing the position to 200 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

CoreCap Advisors first reported a position in DXYZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.5K in Q4 2025. 29 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • CoreCap Advisors held 200 shares of Destiny Tech100 worth $6.17K as of Q3 2026.
  • CoreCap Advisors bought 162 Destiny Tech100 shares in Q3 2026, an estimated $4.69K.
  • Destiny Tech100 made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2221 holding.
  • CoreCap Advisors first reported a position in Destiny Tech100 in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Destiny Tech100 position peaked at $16.5K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.