BWP
BTC

Bernardo Wealth Planning’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Bernardo Wealth 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 		$237K Hold
9,126
– – 0.04% 126
2026
Q1 		$274K Buy
+9,126
New +$308K 0.05% 101

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

Bernardo Wealth Planning's BTC Position: Q2 2026 in Review

Bernardo Wealth Planning held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 9,126 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #126.

Bernardo Wealth Planning first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bernardo Wealth Planning held 9,126 shares of Grayscale Bitcoin Mini Trust ETF worth $237K as of Q2 2026.
  • Bernardo Wealth Planning left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #126 holding.
  • Bernardo Wealth Planning first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • Bernardo Wealth Planning's Grayscale Bitcoin Mini Trust ETF position peaked at $274K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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