LifeGoal Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

LifeGoal Wealth Advisors’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	$989K	Hold	19,381	–	–	0.45%	34
2026 Q1	$1.15M	Sell	19,381 -320	-2%	-$21.3K	0.66%	30
2025 Q4	$1.48M	Buy	19,701 +320	+2%	+$27.9K	0.99%	24
2025 Q3	$1.93M	Buy	19,381 +6	+0%	+$599	1.61%	14
2025 Q2	$1.82M	Hold	19,375	–	–	1.73%	12
2025 Q1	$1.39M	Hold	19,375	–	–	1.51%	18
2024 Q4	$1.58M	Buy	+19,375	New	+$1.41M	1.71%	18

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LifeGoal Wealth Advisors's FBTC Position: Q2 2026 in Review

LifeGoal Wealth Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 19,381 shares worth $989K. The position accounts for 0.45% of the portfolio, ranked #34.

LifeGoal Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

LifeGoal Wealth Advisors held 19,381 shares of Fidelity Wise Origin Bitcoin Fund worth $989K as of Q2 2026.
LifeGoal Wealth Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.45% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #34 holding.
LifeGoal Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.93M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.