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Adamsbrown Wealth Consultants’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
5,042
+569
+13% +$35.6K 0.05% 138
2026
Q1 		$264K Sell
4,473
-116
-3% -$7.72K 0.07% 112
2025
Q4 		$350K Buy
4,589
+507
+12% +$44.2K 0.1% 90
2025
Q3 		$407K Buy
4,082
+976
+31% +$97.5K 0.11% 74
2025
Q2 		$292K Buy
+3,106
New +$267K 0.08% 82

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Adamsbrown Wealth Consultants's FBTC Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $35.6K and bringing the position to 5,042 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #138.

Adamsbrown Wealth Consultants first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Adamsbrown Wealth Consultants held 5,042 shares of Fidelity Wise Origin Bitcoin Fund worth $257K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 569 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $35.6K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #138 holding.
  • Adamsbrown Wealth Consultants first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • Adamsbrown Wealth Consultants's Fidelity Wise Origin Bitcoin Fund position peaked at $407K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.