SWM
DXYZ

SHP Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

SHP 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
Q1 		$8.73K Buy
+326
New +$9.41K ﹤0.01% 937

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 $445B AUM 25.58% 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 $31B AUM 28.39% 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 $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SHP Wealth Management's DXYZ Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 326 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • SHP Wealth Management held 326 shares of Destiny Tech100 worth $8.73K as of Q1 2026.
  • Destiny Tech100 was a new SHP Wealth Management position in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #937 holding.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.