LWP
BTC

LMG Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

LMG Wealth Partners’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 		$682K Buy
26,263
+66
+0.3% +$2.1K 0.11% 113
2026
Q1 		$786K Buy
26,197
+6,100
+30% +$206K 0.14% 102
2025
Q4 		$778K Buy
20,097
+5,168
+35% +$229K 0.15% 99
2025
Q3 		$756K Buy
14,929
+4,390
+42% +$223K 0.14% 101
2025
Q2 		$503K Buy
+10,539
New +$460K 0.1% 101

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

LMG Wealth Partners's BTC Position: Q2 2026 in Review

LMG Wealth Partners increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.25% in Q2 2026, buying an estimated $2.1K and bringing the position to 26,263 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #113.

LMG Wealth Partners first reported a position in BTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $786K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • LMG Wealth Partners held 26,263 shares of Grayscale Bitcoin Mini Trust ETF worth $682K as of Q2 2026.
  • LMG Wealth Partners bought 66 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.1K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.11% of LMG Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • LMG Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • LMG Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $786K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.