SAI
BTC

Savvy Advisors Inc’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Savvy Advisors Inc’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$701K Buy
26,996
+4,256
+19% +$135K 0.01% 653
2026
Q1 		$682K Buy
22,740
+9,751
+75% +$330K 0.02% 560
2025
Q4 		$503K Buy
12,989
+6,788
+109% +$301K 0.02% 563
2025
Q3 		$314K Buy
+6,201
New +$315K 0.01% 599

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Savvy Advisors Inc's BTC Position: Q2 2026 in Review

Savvy Advisors Inc increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 19% in Q2 2026, buying an estimated $135K and bringing the position to 26,996 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #653.

Savvy Advisors Inc first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Savvy Advisors Inc held 26,996 shares of Grayscale Bitcoin Mini Trust ETF worth $701K as of Q2 2026.
  • Savvy Advisors Inc bought 4,256 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $135K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #653 holding.
  • Savvy Advisors Inc first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.