CFP
BTC

Comprehensive Financial Planning’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Comprehensive Financial Planning’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 		$649 Hold
25
– – ﹤0.01% 375
2026
Q1 		$749 Hold
25
– – ﹤0.01% 357
2025
Q4 		$968 Hold
25
– – ﹤0.01% 385
2025
Q3 		$1.27K Hold
25
– – ﹤0.01% 313
2025
Q2 		$1.19K Hold
25
– – ﹤0.01% 304
2025
Q1 		$912 Hold
25
– – ﹤0.01% 301
2024
Q4 		$1.05K Buy
+25
New +$920 ﹤0.01% 327

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Comprehensive Financial Planning's BTC Position: Q2 2026 in Review

Comprehensive Financial Planning held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 25 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Comprehensive Financial Planning first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Comprehensive Financial Planning held 25 shares of Grayscale Bitcoin Mini Trust ETF worth $649 as of Q2 2026.
  • Comprehensive Financial Planning left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #375 holding.
  • Comprehensive Financial Planning first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Grayscale Bitcoin Mini Trust ETF position peaked at $1.27K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.