Carson Wealth (CWM LLC)
HODL icon

Carson Wealth (CWM LLC)’s VanEck Bitcoin Trust HODL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
2,866
+250
+10% +$5.4K ﹤0.01% 3747
2025
Q4 		$65K Hold
2,616
– – ﹤0.01% 3407
2025
Q3 		$85K Buy
2,616
+7
+0.3% +$227 ﹤0.01% 3107
2025
Q2 		$79K Buy
2,609
+18
+0.7% +$502 ﹤0.01% 2911
2025
Q1 		$60K Buy
2,591
+1,203
+87% +$31.7K ﹤0.01% 2821
2024
Q4 		$37K Buy
1,388
+892
+180% +$20.9K ﹤0.01% 3006
2024
Q3 		$9K Buy
496
+52
+12% +$897 ﹤0.01% 3831
2024
Q2 		$8K Buy
+444
New +$8.23K ﹤0.01% 3664

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VanEck Bitcoin Trust (HODL) stake by 9.6% in Q1 2026, buying an estimated $5.4K and bringing the position to 2,866 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Carson Wealth (CWM LLC) first reported a position in HODL in Q2 2024 and has held it in 8 quarters since. The position peaked at $85K in Q3 2025. 129 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,866 shares of VanEck Bitcoin Trust worth $54.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 250 VanEck Bitcoin Trust shares in Q1 2026, an estimated $5.4K.
  • VanEck Bitcoin Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3747 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Bitcoin Trust position peaked at $85K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

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