CPG
DXYZ

Cornerstone Planning Group’s Destiny Tech100 DXYZ Stock Holding History

Cornerstone Planning Group’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
Q1 		$11K Buy
286
+8
+3% +$231 ﹤0.01% 863
2025
Q4 		$9.85K Buy
+278
New +$7.44K ﹤0.01% 806

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Cornerstone Planning Group's DXYZ Position: Q1 2026 in Review

Cornerstone Planning Group increased its Destiny Tech100 (DXYZ) stake by 2.9% in Q1 2026, buying an estimated $231 and bringing the position to 286 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Cornerstone Planning Group first reported a position in DXYZ in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Cornerstone Planning Group held 286 shares of Destiny Tech100 worth $11K as of Q1 2026.
  • Cornerstone Planning Group bought 8 Destiny Tech100 shares in Q1 2026, an estimated $231.
  • Destiny Tech100 made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #863 holding.
  • Cornerstone Planning Group first reported a position in Destiny Tech100 in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.