PWM
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Puff Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Puff Wealth Management’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 		$250K Buy
+3,448
New +$214K 0.24% 71
2025
Q4 		$236K Hold
3,014
– – 0.3% 65
2025
Q3 		$301K Buy
+3,014
New +$301K 0.46% 51

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Puff Wealth Management's FBTC Position: Q3 2026 in Review

Puff Wealth Management opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 3,448 shares worth $250K. The stake represents 0.24% of the portfolio and ranks #71 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FBTC as recently as Q4 2025.

Puff Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $301K in Q3 2025. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Puff Wealth Management held 3,448 shares of Fidelity Wise Origin Bitcoin Fund worth $250K as of Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Puff Wealth Management position in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.24% of Puff Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Puff Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Puff Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $301K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.