LWL
BTC

Leo Wealth LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Leo Wealth LLC’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
Q1 		$216K Buy
7,202
+322
+5% +$10.9K 0.02% 418
2025
Q4 		$266K Buy
6,880
+1,549
+29% +$68.6K 0.02% 366
2025
Q3 		$270K Buy
5,331
+370
+7% +$18.8K 0.04% 242
2025
Q2 		$237K Buy
+4,961
New +$217K 0.02% 350
2024
Q4 		– Sell
-2,097
Closed -$59K – 383
2024
Q3 		$59K Buy
+2,097
New +$55.9K 0.01% 342

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Leo Wealth LLC's BTC Position: Q1 2026 in Review

Leo Wealth LLC increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 4.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 7,202 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #418.

Leo Wealth LLC first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $270K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Leo Wealth LLC held 7,202 shares of Grayscale Bitcoin Mini Trust ETF worth $216K as of Q1 2026.
  • Leo Wealth LLC bought 322 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $10.9K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #418 holding.
  • Leo Wealth LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • Leo Wealth LLC's Grayscale Bitcoin Mini Trust ETF position peaked at $270K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.