DPW
BTC

DiNuzzo Private Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

DiNuzzo Private Wealth’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 		$104 Hold
4
– – ﹤0.01% 1296
2026
Q1 		$120 Hold
4
– – ﹤0.01% 1274
2025
Q4 		$155 Hold
4
– – ﹤0.01% 1287
2025
Q3 		$192 Hold
4
– – ﹤0.01% 1268
2025
Q2 		$191 Hold
4
– – ﹤0.01% 1258
2025
Q1 		$146 Buy
+4
New +$165 ﹤0.01% 1270
2024
Q4 		– Sell
-4
Closed -$113 – 1468
2024
Q3 		$113 Buy
+4
New +$107 ﹤0.01% 1358

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
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 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

DiNuzzo Private Wealth's BTC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 4 shares worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

DiNuzzo Private Wealth first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $192 in Q3 2025. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • DiNuzzo Private Wealth held 4 shares of Grayscale Bitcoin Mini Trust ETF worth $104 as of Q2 2026.
  • DiNuzzo Private Wealth left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1296 holding.
  • DiNuzzo Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • DiNuzzo Private Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $192 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.