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Destiny Tech100 shares owned by CWM

Quarter-by-quarter ownership of Destiny Tech100 (DXYZ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Destiny Tech100

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All positions including Destiny Tech100 held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Destiny Tech100 by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $37k 1.2k 30.83
2025-06-30 $96k 2.5k 38.25
2025-03-31 $89k 2.5k 35.46
2024-12-31 $148k 2.5k 58.96

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Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
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Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Destiny Tech100

Jane Street
LPL Financial
AA Financial Advisors
Kestra Advisory Services
Advisor Group Holdings
Stifel Financial
Cetera Investment Advisers
Invesco
Virtu Financial
Commonwealth Equity Services
UBS Group
Catalytic Wealth RIA
Atlantic Trust
Private Advisor
Evanson Asset Management

View all funds holding Destiny Tech100