SWP
DXYZ

Strategic Wealth Partners’s Destiny Tech100 DXYZ Stock Holding History

Strategic Wealth Partners’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 		$1.34K Buy
50
+30
+150% +$866 ﹤0.01% 1204
2025
Q4 		$613 Hold
20
– – ﹤0.01% 1324
2025
Q3 		$426 Hold
20
– – ﹤0.01% 1258
2025
Q2 		$762 Buy
+20
New +$759 ﹤0.01% 1059

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

Strategic Wealth Partners's DXYZ Position: Q1 2026 in Review

Strategic Wealth Partners increased its Destiny Tech100 (DXYZ) stake by 150% in Q1 2026, buying an estimated $866 and bringing the position to 50 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Strategic Wealth Partners first reported a position in DXYZ in Q2 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Strategic Wealth Partners held 50 shares of Destiny Tech100 worth $1.34K as of Q1 2026.
  • Strategic Wealth Partners bought 30 Destiny Tech100 shares in Q1 2026, an estimated $866.
  • Destiny Tech100 made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1204 holding.
  • Strategic Wealth Partners first reported a position in Destiny Tech100 in Q2 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.