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BTC

Asset Planning Inc’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Asset Planning Inc’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 		$224K Hold
8,650
– – 0.15% 85
2026
Q1 		$259K Hold
8,650
– – 0.18% 71
2025
Q4 		$335K Buy
8,650
+500
+6% +$22.2K 0.24% 62
2025
Q3 		$413K Buy
8,150
+500
+7% +$25.4K 0.3% 54
2025
Q2 		$365K Hold
7,650
– – 0.28% 59
2025
Q1 		$279K Hold
7,650
– – 0.22% 67
2024
Q4 		$320K Buy
+7,650
New +$282K 0.24% 61

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

Asset Planning Inc's BTC Position: Q2 2026 in Review

Asset Planning Inc held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 8,650 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #85.

Asset Planning Inc first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Asset Planning Inc held 8,650 shares of Grayscale Bitcoin Mini Trust ETF worth $224K as of Q2 2026.
  • Asset Planning Inc left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.15% of Asset Planning Inc's portfolio in Q2 2026, its #85 holding.
  • Asset Planning Inc first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Grayscale Bitcoin Mini Trust ETF position peaked at $413K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.