SWA
DXYZ

SOA Wealth Advisors’s Destiny Tech100 DXYZ Stock Holding History

SOA Wealth Advisors’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 		$18K Buy
700
+500
+250% +$18.8K ﹤0.01% 531
2026
Q1 		$5.36K Buy
+200
New +$5.77K ﹤0.01% 648

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
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
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

SOA Wealth Advisors's DXYZ Position: Q2 2026 in Review

SOA Wealth Advisors increased its Destiny Tech100 (DXYZ) stake by 250% in Q2 2026, buying an estimated $18.8K and bringing the position to 700 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

SOA Wealth Advisors first reported a position in DXYZ in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • SOA Wealth Advisors held 700 shares of Destiny Tech100 worth $18K as of Q2 2026.
  • SOA Wealth Advisors bought 500 Destiny Tech100 shares in Q2 2026, an estimated $18.8K.
  • Destiny Tech100 made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • SOA Wealth Advisors first reported a position in Destiny Tech100 in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.