KFP
DXYZ

Kerr Financial Planning’s Destiny Tech100 DXYZ Stock Holding History

Kerr Financial 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
Q2 		$258 Hold
10
– – ﹤0.01% 506
2026
Q1 		$291 Sell
10
-200
-95% -$5.77K ﹤0.01% 495
2025
Q4 		$6.45K Buy
210
+10
+5% +$268 0.01% 406
2025
Q3 		$4.52K Buy
+200
New +$5.97K 0.01% 427

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kerr Financial Planning's DXYZ Position: Q2 2026 in Review

Kerr Financial Planning held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 10 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Kerr Financial Planning first reported a position in DXYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.45K in Q4 2025. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Kerr Financial Planning held 10 shares of Destiny Tech100 worth $258 as of Q2 2026.
  • Kerr Financial Planning left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #506 holding.
  • Kerr Financial Planning first reported a position in Destiny Tech100 in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Destiny Tech100 position peaked at $6.45K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.