Bernardo Wealth Planning
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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
Q3 		$674K Buy
18,252
+9,126
+100% +$287K 0.06% 100
2026
Q2 		$237K Hold
9,126
– – 0.04% 126
2026
Q1 		$274K Buy
+9,126
New +$308K 0.05% 101

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VH
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Bernardo Wealth Planning's BTC Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 100% in Q3 2026, buying an estimated $287K and bringing the position to 18,252 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #100.

Bernardo Wealth Planning first reported a position in BTC in Q1 2026 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Bernardo Wealth Planning held 18,252 shares of Grayscale Bitcoin Mini Trust ETF worth $674K as of Q3 2026.
  • Bernardo Wealth Planning bought 9,126 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $287K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.06% of Bernardo Wealth Planning's portfolio in Q3 2026, its #100 holding.
  • Bernardo Wealth Planning first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.