WealthPlan Investment Management »

Destiny Tech100 shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

All positions including Destiny Tech100 held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $313k 8.2k 38.09
2025-03-31 $290k 8.2k 35.39
2024-12-31 $482k 8.2k 58.86

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Destiny Tech100

Jane Street
AA Financial Advisors
LPL Financial
Kestra Advisory Services
Invesco
Advisor Group Holdings
Stifel Financial
Commonwealth Equity Services
UBS Group
Catalytic Wealth RIA
Private Advisor
Evanson Asset Management
Mariner Wealth Advisors
Stratos Wealth Partners
Wiley Bros.-aintree Capital

View all funds holding Destiny Tech100