APFP
BTC

Action Point Financial Planning’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$14.8K Buy
+572
New +$18.2K ﹤0.01% 1269

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Action Point Financial Planning's BTC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 572 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings.

461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Action Point Financial Planning held 572 shares of Grayscale Bitcoin Mini Trust ETF worth $14.8K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Action Point Financial Planning position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1269 holding.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.