LifeSteps Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

LifeSteps Financial’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	$623	Buy	+24	New	+$762	﹤0.01%	750

Other funds holding BTC

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

LifeSteps Financial's BTC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 24 shares worth $623. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

197 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

LifeSteps Financial held 24 shares of Grayscale Bitcoin Mini Trust ETF worth $623 as of Q2 2026.
Grayscale Bitcoin Mini Trust ETF was a new LifeSteps Financial position in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #750 holding.
197 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.