Creative Planning
DXYZ

Creative Planning’s Destiny Tech100 DXYZ Stock Holding History

Creative Planning’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 		$459K Buy
17,157
+5,445
+46% +$157K ﹤0.01% 3090
2025
Q4 		$359K Buy
+11,712
New +$313K ﹤0.01% 3116
2025
Q3 		– Sell
-7,405
Closed -$282K – 4036
2025
Q2 		$282K Sell
7,405
-1,001
-12% -$38K ﹤0.01% 2952
2025
Q1 		$297K Buy
8,406
+1,443
+21% +$68.3K ﹤0.01% 2760
2024
Q4 		$410K Buy
+6,963
New +$238K ﹤0.01% 2409

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

Creative Planning's DXYZ Position: Q1 2026 in Review

Creative Planning increased its Destiny Tech100 (DXYZ) stake by 46% in Q1 2026, buying an estimated $157K and bringing the position to 17,157 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

Creative Planning first reported a position in DXYZ in Q4 2024 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Creative Planning held 17,157 shares of Destiny Tech100 worth $459K as of Q1 2026.
  • Creative Planning bought 5,445 Destiny Tech100 shares in Q1 2026, an estimated $157K.
  • Destiny Tech100 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3090 holding.
  • Creative Planning first reported a position in Destiny Tech100 in Q4 2024 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.