HWA
BTC

HHM Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

HHM Wealth Advisors’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 		$22.8K Hold
879
– – ﹤0.01% 505
2026
Q1 		$26.4K Sell
879
-345
-28% -$11.7K ﹤0.01% 464
2025
Q4 		$47.4K Hold
1,224
– – 0.01% 372
2025
Q3 		$62K Sell
1,224
-4
-0.3% -$203 0.01% 342
2025
Q2 		$58.6K Buy
1,228
+188
+18% +$8.21K 0.01% 349
2025
Q1 		$38K Buy
+1,040
New +$42.9K 0.01% 404
2024
Q4 		– Sell
-748
Closed -$21.1K – 1042
2024
Q3 		$21.1K Buy
+748
New +$19.9K ﹤0.01% 457

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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 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

HHM Wealth Advisors's BTC Position: Q2 2026 in Review

HHM Wealth Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 879 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

HHM Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $62K in Q3 2025. 89 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • HHM Wealth Advisors held 879 shares of Grayscale Bitcoin Mini Trust ETF worth $22.8K as of Q2 2026.
  • HHM Wealth Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • HHM Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • HHM Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $62K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.