PWPS
DXYZ

Pinnacle Wealth Planning Services’s Destiny Tech100 DXYZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.9K Hold
295
– – ﹤0.01% 2099
2025
Q4 		$9.04K Buy
+295
New +$7.89K ﹤0.01% 2050

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

Pinnacle Wealth Planning Services's DXYZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Destiny Tech100 (DXYZ) position steady in Q1 2026 at 295 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Pinnacle Wealth Planning Services first reported a position in DXYZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.04K in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 295 shares of Destiny Tech100 worth $7.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Destiny Tech100 share count unchanged in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2099 holding.
  • Pinnacle Wealth Planning Services first reported a position in Destiny Tech100 in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Destiny Tech100 position peaked at $9.04K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.