Carson Wealth (CWM LLC)
BTC

Carson Wealth (CWM LLC)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$113K Buy
3,783
+12
+0.3% +$406 ﹤0.01% 3153
2025
Q4 		$146K Buy
3,771
+630
+20% +$27.9K ﹤0.01% 2800
2025
Q3 		$159K Buy
3,141
+1,292
+70% +$65.5K ﹤0.01% 2620
2025
Q2 		$88K Buy
1,849
+191
+12% +$8.34K ﹤0.01% 2836
2025
Q1 		$61K Buy
1,658
+1,556
+1,525% +$64.2K ﹤0.01% 2814
2024
Q4 		$4K Hold
102
– – ﹤0.01% 4369
2024
Q3 		$3K Buy
+102
New +$2.72K ﹤0.01% 4334

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.32% in Q1 2026, buying an estimated $406 and bringing the position to 3,783 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Carson Wealth (CWM LLC) first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $159K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,783 shares of Grayscale Bitcoin Mini Trust ETF worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $406.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3153 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Grayscale Bitcoin Mini Trust ETF position peaked at $159K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.