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

Mills 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	$1.07M	Buy	21,033 +2,233	+12%	+$140K	0.34%	32
2026 Q1	$1.11M	Buy	18,800 +3,297	+21%	+$219K	0.39%	33
2025 Q4	$1.18M	Sell	15,503 -466	-3%	-$40.7K	0.47%	32
2025 Q3	$1.59M	Buy	15,969 +414	+3%	+$41.4K	0.65%	27
2025 Q2	$1.46M	Buy	15,555 +1,394	+10%	+$120K	0.67%	25
2025 Q1	$1.02M	Sell	14,161 -11,502	-45%	-$935K	0.54%	29
2024 Q4	$2.09M	Sell	25,663 -206	-0.8%	-$14.9K	1.19%	19
2024 Q3	$1.44M	Sell	25,869 -239	-0.9%	-$12.7K	0.99%	22
2024 Q2	$1.37M	Sell	26,108 -55	-0.2%	-$3.15K	0.98%	22
2024 Q1	$1.62M	Buy	+26,163	New	+$1.25M	1.19%	21

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

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

Mills Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 21,033 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #32.

Mills Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2024. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Mills Wealth Advisors held 21,033 shares of Fidelity Wise Origin Bitcoin Fund worth $1.07M as of Q2 2026.
Mills Wealth Advisors bought 2,233 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $140K.
Fidelity Wise Origin Bitcoin Fund made up 0.34% of Mills Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Mills Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Mills Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.09M in Q4 2024.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.