Visionary Wealth Advisors’s Destiny Tech100 DXYZ Stock Holding History

Visionary Wealth Advisors’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	$204K	Sell	7,633 -214	-3%	-$6.17K	0.01%	612
2025 Q4	$240K	Buy	+7,847	New	+$210K	0.01%	551
2025 Q3	–	Sell	-6,267	Closed	-$239K	–	625
2025 Q2	$239K	Buy	+6,267	New	+$238K	0.01%	513
2024 Q4	–	Sell	-12,105	Closed	-$120K	–	569
2024 Q3	$120K	Buy	+12,105	New	+$147K	0.01%	522

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Visionary Wealth Advisors's DXYZ Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Destiny Tech100 (DXYZ) stake by 2.7% in Q1 2026, selling an estimated $6.17K and leaving 7,633 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #612.

Visionary Wealth Advisors first reported a position in DXYZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Visionary Wealth Advisors held 7,633 shares of Destiny Tech100 worth $204K as of Q1 2026.
Visionary Wealth Advisors sold 214 Destiny Tech100 shares in Q1 2026, an estimated $6.17K.
Destiny Tech100 made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #612 holding.
Visionary Wealth Advisors first reported a position in Destiny Tech100 in Q3 2024 and has held it in 4 quarters since.
Visionary Wealth Advisors's Destiny Tech100 position peaked at $240K in Q4 2025.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.