CWA
BTC

Carolina Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Carolina Wealth Advisors’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 		$1.22K Hold
47
– – ﹤0.01% 269
2026
Q1 		$1.41K Hold
47
– – ﹤0.01% 266
2025
Q4 		$1.82K Hold
47
– – ﹤0.01% 234
2025
Q3 		$2.38K Hold
47
– – ﹤0.01% 200
2025
Q2 		$2.24K Hold
47
– – ﹤0.01% 220
2025
Q1 		$1.72K Hold
47
– – ﹤0.01% 236
2024
Q4 		$1.97K Hold
47
– – ﹤0.01% 241
2024
Q3 		$1.32K Buy
+47
New +$1.25K ﹤0.01% 296

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Carolina Wealth Advisors's BTC Position: Q2 2026 in Review

Carolina Wealth Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 47 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Carolina Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.38K in Q3 2025. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Carolina Wealth Advisors held 47 shares of Grayscale Bitcoin Mini Trust ETF worth $1.22K as of Q2 2026.
  • Carolina Wealth Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • Carolina Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $2.38K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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