RDFA
DXYZ

Ritter Daniher Financial Advisory’s Destiny Tech100 DXYZ Stock Holding History

Ritter Daniher Financial Advisory’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 		$6.44K Hold
250
– – ﹤0.01% 490
2026
Q1 		$6.7K Hold
250
– – ﹤0.01% 482
2025
Q4 		$7.66K Buy
+250
New +$6.69K ﹤0.01% 470

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ritter Daniher Financial Advisory's DXYZ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 250 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Ritter Daniher Financial Advisory first reported a position in DXYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.66K in Q4 2025. 35 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Ritter Daniher Financial Advisory held 250 shares of Destiny Tech100 worth $6.44K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #490 holding.
  • Ritter Daniher Financial Advisory first reported a position in Destiny Tech100 in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Destiny Tech100 position peaked at $7.66K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.