CWM
BTC

Centurion Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Centurion Wealth Management’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 		$2.4M Buy
92,440
+84,447
+1,057% +$2.68M 0.57% 42
2026
Q1 		$240K Buy
+7,993
New +$270K 0.05% 275

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Centurion Wealth Management's BTC Position: Q2 2026 in Review

Centurion Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1,057% in Q2 2026, buying an estimated $2.68M and bringing the position to 92,440 shares worth $2.4M. The position accounts for 0.57% of the portfolio, ranked #42.

Centurion Wealth Management first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Centurion Wealth Management held 92,440 shares of Grayscale Bitcoin Mini Trust ETF worth $2.4M as of Q2 2026.
  • Centurion Wealth Management bought 84,447 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.68M.
  • Grayscale Bitcoin Mini Trust ETF made up 0.57% of Centurion Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Centurion Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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