Toth Financial Advisory
DXYZ icon

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
Q3 		$3.08K Hold
100
– – ﹤0.01% 733
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

AA Financial Advisors
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NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Toth Financial Advisory's DXYZ Position: Q3 2026 in Review

Toth Financial Advisory held its Destiny Tech100 (DXYZ) position steady in Q3 2026 at 100 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Toth Financial Advisory first reported a position in DXYZ in Q2 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Toth Financial Advisory held 100 shares of Destiny Tech100 worth $3.08K as of Q3 2026.
  • Toth Financial Advisory left its Destiny Tech100 share count unchanged in Q3 2026.
  • Destiny Tech100 made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #733 holding.
  • Toth Financial Advisory first reported a position in Destiny Tech100 in Q2 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.