SHP Wealth Management
DXYZ icon

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
Q2 		$8.4K Hold
326
– – ﹤0.01% 1029
2026
Q1 		$8.73K Buy
+326
New +$9.41K ﹤0.01% 937

Other funds holding DXYZ

J. Goldman & Co
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SHP Wealth Management's DXYZ Position: Q2 2026 in Review

SHP Wealth Management held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 326 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

SHP Wealth Management first reported a position in DXYZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.73K in Q1 2026. 155 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • SHP Wealth Management held 326 shares of Destiny Tech100 worth $8.4K as of Q2 2026.
  • SHP Wealth Management left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • SHP Wealth Management first reported a position in Destiny Tech100 in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Destiny Tech100 position peaked at $8.73K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.