Private Wealth Management Group »

Destiny Tech100 shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Destiny Tech100 (DXYZ) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

All positions including Destiny Tech100 held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Destiny Tech100 by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 42 26.79

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Series Trust State Street Spd (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Destiny Tech100

Newtyn Management
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Kestra Advisory Services
Jane Street
Thomas J. Herzfeld Advisors
Envestnet Asset Management
AA Financial Advisors
Commonwealth Equity Services
Invesco
Advisor Group Holdings
Cambridge Investment Research Advisors
UBS Group
Marex Group

View all funds holding Destiny Tech100