LWMI
DXYZ

Legacy Wealth Management (Idaho)’s Destiny Tech100 DXYZ Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.14K Hold
80
– – ﹤0.01% 765
2025
Q4 		$2.45K Hold
80
– – ﹤0.01% 641
2025
Q3 		$1.7K Buy
+80
New +$2.39K ﹤0.01% 559

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

Legacy Wealth Management (Idaho)'s DXYZ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Destiny Tech100 (DXYZ) position steady in Q1 2026 at 80 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Legacy Wealth Management (Idaho) first reported a position in DXYZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.45K in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 80 shares of Destiny Tech100 worth $2.14K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Destiny Tech100 share count unchanged in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #765 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Destiny Tech100 in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Destiny Tech100 position peaked at $2.45K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.