Mosley Wealth Management
DXYZ icon

Mosley Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Mosley Wealth Management’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 		$8.96K Hold
309
– – ﹤0.01% 398
2026
Q2 		$7.96K Buy
+309
New +$11.6K ﹤0.01% 402

Other funds holding DXYZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Mosley Wealth Management's DXYZ Position: Q3 2026 in Review

Mosley Wealth Management held its Destiny Tech100 (DXYZ) position steady in Q3 2026 at 309 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Mosley Wealth Management first reported a position in DXYZ in Q2 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Mosley Wealth Management held 309 shares of Destiny Tech100 worth $8.96K as of Q3 2026.
  • Mosley Wealth Management left its Destiny Tech100 share count unchanged in Q3 2026.
  • Destiny Tech100 made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Mosley Wealth Management first reported a position in Destiny Tech100 in Q2 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.