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DXYZ

Toth Financial Advisory’s Destiny Tech100 DXYZ Stock Holding History

Toth Financial Advisory’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 		$2.58K Buy
+100
New +$3.76K ﹤0.01% 719
2025
Q3 		– Sell
-40
Closed -$1.52K – 846
2025
Q2 		$1.52K Buy
+40
New +$1.52K ﹤0.01% 674

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

Toth Financial Advisory's DXYZ Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 100 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in DXYZ as recently as Q2 2025.

Toth Financial Advisory first reported a position in DXYZ in Q2 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Toth Financial Advisory held 100 shares of Destiny Tech100 worth $2.58K as of Q2 2026.
  • Destiny Tech100 was a new Toth Financial Advisory position in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #719 holding.
  • Toth Financial Advisory first reported a position in Destiny Tech100 in Q2 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.