TFA
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

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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. 153 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.
  • 153 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.