JWA
DXYZ

JFS Wealth Advisors’s Destiny Tech100 DXYZ Stock Holding History

JFS Wealth 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
Q2 		$3.86K Sell
150
-30
-17% -$1.13K ﹤0.01% 1387
2026
Q1 		$4.82K Buy
180
+30
+20% +$866 ﹤0.01% 1207
2025
Q4 		$4.59K Buy
+150
New +$4.01K ﹤0.01% 1273

Other funds holding DXYZ

AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

JFS Wealth Advisors's DXYZ Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Destiny Tech100 (DXYZ) stake by 17% in Q2 2026, selling an estimated $1.13K and leaving 150 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

JFS Wealth Advisors first reported a position in DXYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.82K in Q1 2026. 33 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • JFS Wealth Advisors held 150 shares of Destiny Tech100 worth $3.86K as of Q2 2026.
  • JFS Wealth Advisors sold 30 Destiny Tech100 shares in Q2 2026, an estimated $1.13K.
  • Destiny Tech100 made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1387 holding.
  • JFS Wealth Advisors first reported a position in Destiny Tech100 in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Destiny Tech100 position peaked at $4.82K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.