Filing Research | DESTINY TECH100 INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	AA Financial Advisors, LLC	Shares	58.0KSH	$1.5M
2	Noble Wealth Management PBC	Shares	40.0KSH	$1.0M
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	33.3KSH	$826.6K
4	Sowell Financial Services LLC	Shares	28.7KSH	$738.4K
5	PFG Investments, LLC	Shares	25.6KSH	$658.2K
6	Merit Financial Group, LLC	Shares	25.4KSH	$655.4K
7	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.7KSH	$405.1K
8	Ignite Planners, LLC	Shares	15.4KSH	$395.8K
9	Avior Wealth Management, LLC	Shares	12.1KSH	$311.4K
10	Farther Finance Advisors, LLC	Shares	7.0KSH	$180.5K
11	EVOLUTION WEALTH MANAGEMENT INC.	Shares	4.0KSH	$102.0K
12	IFP Advisors, Inc	Shares	3.6KSH	$92.7K
13	Nova Wealth Management, Inc.	Shares	2.8KSH	$71.9K
14	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.4KSH	$61.8K
15	HM PAYSON & CO	Shares	1.7KSH	$44.2K
16	Financial Management Professionals, Inc.	Shares	800SH	$20.6K
17	SOA Wealth Advisors, LLC.	Shares	700SH	$18.0K
18	LRI Investments, LLC	Shares	500SH	$12.9K
19	Physician Wealth Advisors, Inc.	Shares	470SH	$12.1K
20	GHP Investment Advisors, Inc.	Shares	465SH	$12.0K
21	SIGNATUREFD, LLC	Shares	435SH	$11.2K
22	Hickory Point Bank & Trust	Shares	400SH	$10.3K
23	Mosley Wealth Management	Shares	309SH	$8.0K
24	Ritter Daniher Financial Advisory LLC / DE	Shares	250SH	$6.4K
25	Triumph Capital Management	Shares	200SH	$5.2K
26	Cedar Mountain Advisors, LLC	Shares	175SH	$4.5K
27	Blue Trust, Inc.	Shares	170SH	$4.4K
28	SJS Investment Consulting Inc.	Shares	159SH	$4.1K
29	JFS WEALTH ADVISORS, LLC	Shares	150SH	$3.9K
30	ARMSTRONG ADVISORY GROUP, INC	Shares	142SH	$3.7K
31	Trust Co	Shares	104SH	$2.7K
32	HHM Wealth Advisors, LLC	Shares	100SH	$2.6K
33	Steigerwald, Gordon & Koch Inc.	Shares	100SH	$2.6K
34	TOTH FINANCIAL ADVISORY CORP	Shares	100SH	$2.6K
35	EverSource Wealth Advisors, LLC	Shares	50SH	$1.3K
36	Vermillion Wealth Management, Inc.	Shares	42SH	$1.1K
37	CoreCap Advisors, LLC	Shares	38SH	$979
38	Atlantic Edge Private Wealth Management, LLC	Shares	35SH	$902
39	Darwin Wealth Management, LLC	Shares	34SH	$875
40	HIGHLINE WEALTH PARTNERS LLC	Shares	30SH	$773
41	Investors Research Corp	Shares	30SH	$773
42	Spire Wealth Management	Shares	30SH	$773
43	Tradewinds Capital Management, LLC	Shares	25SH	$644
44	KERR FINANCIAL PLANNING Corp	Shares	10SH	$258
45	AdvisorNet Financial, Inc	Shares	3SH	$77

Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	Noble Wealth Management PBC added	Shares	+39.7K	+$1.0M	$1.0M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+33.3K	+$826.6K	$826.6K
3	Sowell Financial Services LLC new	Shares	+28.7K	+$738.4K	$738.4K
4	PFG Investments, LLC new	Shares	+25.6K	+$658.2K	$658.2K
5	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+15.7K	+$405.1K	$405.1K
6	Merit Financial Group, LLC added	Shares	+13.3K	+$330.5K	$655.4K
7	Avior Wealth Management, LLC new	Shares	+12.1K	+$311.4K	$311.4K
8	Ignite Planners, LLC added	Shares	+6.6K	+$161.5K	$395.8K
9	Nova Wealth Management, Inc. new	Shares	+2.8K	+$71.9K	$71.9K
10	HM PAYSON & CO new	Shares	+1.7K	+$44.2K	$44.2K
11	Financial Management Professionals, Inc. new	Shares	+800	+$20.6K	$20.6K
12	SOA Wealth Advisors, LLC. added	Shares	+500	+$12.7K	$18.0K
13	Mosley Wealth Management new	Shares	+309	+$8.0K	$8.0K
14	Triumph Capital Management new	Shares	+200	+$5.2K	$5.2K
15	SJS Investment Consulting Inc. new	Shares	+159	+$4.1K	$4.1K
16	TOTH FINANCIAL ADVISORY CORP new	Shares	+100	+$2.6K	$2.6K
17	GHP Investment Advisors, Inc. added	Shares	+100	+$2.2K	$12.0K
18	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+220	+$1.9K	$102.0K
19	EverSource Wealth Advisors, LLC new	Shares	+50	+$1.3K	$1.3K
20	Vermillion Wealth Management, Inc. new	Shares	+42	+$1.1K	$1.1K
21	HIGHLINE WEALTH PARTNERS LLC new	Shares	+30	+$773	$773
22	AdvisorNet Financial, Inc unchanged	Shares	0	-$3	$77
23	Tradewinds Capital Management, LLC unchanged	Shares	0	-$26	$644
24	Investors Research Corp unchanged	Shares	0	-$30	$773
25	Spire Wealth Management unchanged	Shares	0	-$30	$773
26	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$33	$258
27	Darwin Wealth Management, LLC unchanged	Shares	0	-$35	$875
28	CoreCap Advisors, LLC unchanged	Shares	0	-$39	$979
29	HHM Wealth Advisors, LLC unchanged	Shares	0	-$102	$2.6K
30	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$102	$2.6K
31	Trust Co unchanged	Shares	0	-$106	$2.7K
32	Blue Trust, Inc. unchanged	Shares	0	-$174	$4.4K
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$179	$4.5K
34	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$255	$6.4K
35	Hickory Point Bank & Trust unchanged	Shares	0	-$408	$10.3K
36	Atlantic Edge Private Wealth Management, LLC trimmed	Shares	-15	-$437	$902
37	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$479	$12.1K
38	LRI Investments, LLC unchanged	Shares	0	-$510	$12.9K
39	JFS WEALTH ADVISORS, LLC trimmed	Shares	-30	-$957	$3.9K
40	Wall Street Financial Group, Inc. exited	Shares	-39	-$1.0K	$0
41	ARMSTRONG ADVISORY GROUP, INC trimmed	Shares	-44	-$1.3K	$3.7K
42	SIGNATUREFD, LLC trimmed	Shares	-75	-$2.5K	$11.2K
43	BEACON INVESTMENT ADVISORY SERVICES, INC. exited	Shares	-165	-$4.4K	$0
44	Scarborough Advisors, LLC exited	Shares	-189	-$5.1K	$0
45	Farther Finance Advisors, LLC added	Shares	+98	-$21.4K	$180.5K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$30.6K	$61.8K
47	AA Financial Advisors, LLC trimmed	Shares	-3.0K	-$139.5K	$1.5M
48	IFP Advisors, Inc trimmed	Shares	-8.0K	-$217.9K	$92.7K
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV exited	Shares	-14.0K	-$375.6K	$0
50	GC Wealth Management RIA, LLC exited	Shares	-18.0K	-$482.0K	$0

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