LI
DXYZ

LRI Investments’s Destiny Tech100 DXYZ Stock Holding History

LRI Investments’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 		$12.9K Hold
500
– – ﹤0.01% 886
2026
Q1 		$13.4K Buy
+500
New +$14.4K ﹤0.01% 805

Other funds holding DXYZ

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LRI Investments's DXYZ Position: Q2 2026 in Review

LRI Investments held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 500 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

LRI Investments first reported a position in DXYZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2026. 66 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • LRI Investments held 500 shares of Destiny Tech100 worth $12.9K as of Q2 2026.
  • LRI Investments left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #886 holding.
  • LRI Investments first reported a position in Destiny Tech100 in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Destiny Tech100 position peaked at $13.4K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.