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Asset Dedication LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Asset Dedication LLC’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$575 Hold
30
– – ﹤0.01% 1044
2025
Q4 		$742 Buy
+30
New +$849 ﹤0.01% 1069

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Asset Dedication LLC's HODL Position: Q1 2026 in Review

Asset Dedication LLC held its VanEck Bitcoin Trust (HODL) position steady in Q1 2026 at 30 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Asset Dedication LLC first reported a position in HODL in Q4 2025 and has held it in 2 quarters since. The position peaked at $742 in Q4 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Asset Dedication LLC held 30 shares of VanEck Bitcoin Trust worth $575 as of Q1 2026.
  • Asset Dedication LLC left its VanEck Bitcoin Trust share count unchanged in Q1 2026.
  • VanEck Bitcoin Trust made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #1044 holding.
  • Asset Dedication LLC first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Asset Dedication LLC's VanEck Bitcoin Trust position peaked at $742 in Q4 2025.
  • 127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.