Prosperity Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Prosperity Planning’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	$476K	Buy	9,330 +30	+0.3%	+$1.88K	0.11%	81
2026 Q1	$549K	Hold	9,300	–	–	0.14%	73
2025 Q4	$709K	Hold	9,300	–	–	0.19%	66
2025 Q3	$928K	Hold	9,300	–	–	0.25%	59
2025 Q2	$874K	Buy	9,300 +6,400	+221%	+$551K	0.25%	59
2025 Q1	$209K	Hold	2,900	–	–	0.07%	101
2024 Q4	$237K	Buy	+2,900	New	+$210K	0.08%	98

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Prosperity Planning's FBTC Position: Q2 2026 in Review

Prosperity Planning increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.32% in Q2 2026, buying an estimated $1.88K and bringing the position to 9,330 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #81.

Prosperity Planning first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q3 2025. 106 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Prosperity Planning held 9,330 shares of Fidelity Wise Origin Bitcoin Fund worth $476K as of Q2 2026.
Prosperity Planning bought 30 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.88K.
Fidelity Wise Origin Bitcoin Fund made up 0.11% of Prosperity Planning's portfolio in Q2 2026, its #81 holding.
Prosperity Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Prosperity Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $928K in Q3 2025.
106 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.