Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bitwise XRP ETF XRP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRP Stock Details XRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42K Buy
2,792
+2,314
+484% +$41.8K ﹤0.01% 3938
2025
Q4 		$10K Buy
+478
New +$10.7K ﹤0.01% 4574

Other funds holding XRP

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bitwise XRP ETF (XRP) stake by 484% in Q1 2026, buying an estimated $41.8K and bringing the position to 2,792 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

Carson Wealth (CWM LLC) first reported a position in XRP in Q4 2025 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold XRP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,792 shares of Bitwise XRP ETF worth $42K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,314 Bitwise XRP ETF shares in Q1 2026, an estimated $41.8K.
  • Bitwise XRP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3938 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bitwise XRP ETF in Q4 2025 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Bitwise XRP ETF as of Q1 2026.

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