McAdam LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

McAdam LLC’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 Q3	$343K	Sell	4,723 -309	-6%	-$19.1K	0.01%	357
2026 Q2	$257K	Sell	5,032 -341	-6%	-$21.3K	0.01%	419
2026 Q1	$317K	Buy	5,373 +297	+6%	+$19.8K	0.01%	331
2025 Q4	$387K	Buy	5,076 +395	+8%	+$34.5K	0.02%	282
2025 Q3	$467K	Buy	4,681 +277	+6%	+$27.7K	0.02%	224
2025 Q2	$414K	Buy	4,404 +78	+2%	+$6.71K	0.02%	230
2025 Q1	$311K	Buy	4,326 +465	+12%	+$37.8K	0.02%	258
2024 Q4	$315K	Buy	+3,861	New	+$280K	0.02%	270

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

McAdam LLC's FBTC Position: Q3 2026 in Review

McAdam LLC reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.1% in Q3 2026, selling an estimated $19.1K and leaving 4,723 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #357.

McAdam LLC first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $467K in Q3 2025. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

McAdam LLC held 4,723 shares of Fidelity Wise Origin Bitcoin Fund worth $343K as of Q3 2026.
McAdam LLC sold 309 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $19.1K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #357 holding.
McAdam LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
McAdam LLC's Fidelity Wise Origin Bitcoin Fund position peaked at $467K in Q3 2025.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.