AFWM
BTC

Abich Financial Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Abich Financial Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.06K Buy
+100
New +$5.07K ﹤0.01% 509
2024
Q3 		$7.45K Buy
+265
New +$7.06K 0.02% 224

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Abich Financial Wealth Management's BTC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025: 100 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BTC as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in BTC in Q3 2024 and has held it in 2 quarters since. The position peaked at $7.45K in Q3 2024. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Abich Financial Wealth Management held 100 shares of Grayscale Bitcoin Mini Trust ETF worth $5.06K as of Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #509 holding.
  • Abich Financial Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $7.45K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.