Mather Group
DXYZ icon

Mather Group’s Destiny Tech100 DXYZ Stock Holding History

Mather Group’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
Q3 		$6.17K Hold
200
– – ﹤0.01% 1773
2026
Q2 		$5.15K Sell
200
-8,831
-98% -$332K ﹤0.01% 1614
2026
Q1 		$242K Buy
+9,031
New +$261K ﹤0.01% 686

Other funds holding DXYZ

AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's DXYZ Position: Q3 2026 in Review

Mather Group held its Destiny Tech100 (DXYZ) position steady in Q3 2026 at 200 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Mather Group first reported a position in DXYZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 30 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Mather Group held 200 shares of Destiny Tech100 worth $6.17K as of Q3 2026.
  • Mather Group left its Destiny Tech100 share count unchanged in Q3 2026.
  • Destiny Tech100 made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1773 holding.
  • Mather Group first reported a position in Destiny Tech100 in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Destiny Tech100 position peaked at $242K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.