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Spartan Wealth Advisory Services LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$527K Buy
10,323
+5,659
+121% +$354K 0.04% 218
2026
Q1 		$275K Buy
+4,664
New +$310K 0.02% 264

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CF
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PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's FBTC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 121% in Q2 2026, buying an estimated $354K and bringing the position to 10,323 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #218.

Spartan Wealth Advisory Services LLC first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,323 shares of Fidelity Wise Origin Bitcoin Fund worth $527K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 5,659 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $354K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #218 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.