SF
DXYZ

Summit Financial’s Destiny Tech100 DXYZ Stock Holding History

Summit Financial’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 		$1.09M Buy
+42,349
New +$1.59M 0.01% 814

Other funds holding DXYZ

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCM
FirstWave Capital Management Miami, Florida $227M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Summit Financial's DXYZ Position: Q2 2026 in Review

Summit Financial opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 42,349 shares worth $1.09M. The stake represents 0.01% of the portfolio and ranks #814 among its holdings.

113 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Summit Financial held 42,349 shares of Destiny Tech100 worth $1.09M as of Q2 2026.
  • Destiny Tech100 was a new Summit Financial position in Q2 2026.
  • Destiny Tech100 made up 0.01% of Summit Financial's portfolio in Q2 2026, its #814 holding.
  • 113 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.