MWM
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Mission Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Mission Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
+18,083
New +$367K ﹤0.01% 876

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Mission Wealth Management's HODL Position: Q2 2026 in Review

Mission Wealth Management opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 18,083 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

22 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Mission Wealth Management held 18,083 shares of VanEck Bitcoin Trust worth $300K as of Q2 2026.
  • VanEck Bitcoin Trust was a new Mission Wealth Management position in Q2 2026.
  • VanEck Bitcoin Trust made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #876 holding.
  • 22 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.