TAR
DXYZ

Trask Adam Roland’s Destiny Tech100 DXYZ Stock Holding History

Trask Adam Roland’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 		$17.1K Buy
+640
New +$18.5K 0.02% 154

Other funds holding DXYZ

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Trask Adam Roland's DXYZ Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 640 shares worth $17.1K. The stake represents 0.02% of the portfolio and ranks #154 among its holdings.

131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Trask Adam Roland held 640 shares of Destiny Tech100 worth $17.1K as of Q1 2026.
  • Destiny Tech100 was a new Trask Adam Roland position in Q1 2026.
  • Destiny Tech100 made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #154 holding.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.