MFG
DXYZ

Merit Financial Group’s Destiny Tech100 DXYZ Stock Holding History

Merit Financial 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
Q2 		$655K Buy
25,443
+13,310
+110% +$501K ﹤0.01% 1335
2026
Q1 		$325K Buy
+12,133
New +$350K ﹤0.01% 1607

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
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
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Merit Financial Group's DXYZ Position: Q2 2026 in Review

Merit Financial Group increased its Destiny Tech100 (DXYZ) stake by 110% in Q2 2026, buying an estimated $501K and bringing the position to 25,443 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Merit Financial Group first reported a position in DXYZ in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Merit Financial Group held 25,443 shares of Destiny Tech100 worth $655K as of Q2 2026.
  • Merit Financial Group bought 13,310 Destiny Tech100 shares in Q2 2026, an estimated $501K.
  • Destiny Tech100 made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1335 holding.
  • Merit Financial Group first reported a position in Destiny Tech100 in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.