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Destiny Tech100 shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Destiny Tech100

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

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Quarterly reported holdings in Destiny Tech100 by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 42k 25.76

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NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Destiny Tech100

Newtyn Management
Morgan Stanley
Kestra Advisory Services
LPL Financial
Cetera Investment Advisers
Jane Street
Advisor Group Holdings
Commonwealth Equity Services
FirstWave Capital Management
Envestnet Asset Management
AA Financial Advisors
Cambridge Investment Research Advisors
Sovran Advisors
Invesco
Summit Financial

View all funds holding Destiny Tech100