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Destiny Tech100 shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Destiny Tech100 by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4k 200 26.78

More positions owned by SOA Wealth Advisors

Apple Stock (AAPL)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Value Etf Etf (VOE)
Schwab Fundamental International Equity Etf Etf (FNDF)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
State Street Spdr S&p 500 Esg Etf Etf (EFIV)
Ishares Select Dividend Etf Etf (DVY)
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Russell 1000 Growth Etf Etf (IWF)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for SOA Wealth Advisors

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