HIW
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Holos Integrated Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Holos Integrated Wealth’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$555 Hold
10
– – ﹤0.01% 360
2026
Q1 		$601 Buy
+10
New +$665 ﹤0.01% 377

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Holos Integrated Wealth's FBTC Position: Q2 2026 in Review

Holos Integrated Wealth held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 10 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Holos Integrated Wealth first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $601 in Q1 2026. 178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Holos Integrated Wealth held 10 shares of Fidelity Wise Origin Bitcoin Fund worth $555 as of Q2 2026.
  • Holos Integrated Wealth left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #360 holding.
  • Holos Integrated Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $601 in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.