Visionary Wealth Advisors »

Destiny Tech100 shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

All positions including Destiny Tech100 held by Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 7.8k 30.63
2025-06-30 $239k 6.3k 38.09
2024-09-30 $120k 12k 9.95

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corp Call Call Option (Principal) (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Quanta Services (PWR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Cisco Systems (CSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for Visionary Wealth Advisors

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