FWMM
BTC

Foundation Wealth Management (Missouri)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Foundation Wealth Management (Missouri)’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 		$1.01M Buy
38,858
+12,461
+47% +$396K 0.6% 23
2026
Q1 		$792K Sell
26,397
-7,117
-21% -$240K 0.53% 23
2025
Q4 		$1.3M Buy
+33,514
New +$1.49M 0.85% 21

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s BTC Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 47% in Q2 2026, buying an estimated $396K and bringing the position to 38,858 shares worth $1.01M. The position accounts for 0.6% of the portfolio, ranked #23.

Foundation Wealth Management (Missouri) first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 38,858 shares of Grayscale Bitcoin Mini Trust ETF worth $1.01M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 12,461 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $396K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.6% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #23 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Foundation Wealth Management (Missouri)'s Grayscale Bitcoin Mini Trust ETF position peaked at $1.3M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.