TPWA
BTC

Twin Peaks Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$360 Buy
+12
New +$406 ﹤0.01% 2082
2025
Q3 		– Sell
-12
Closed -$636 – 2238
2025
Q2 		$636 Buy
+12
New +$524 ﹤0.01% 1862

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's BTC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026: 12 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BTC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BTC in Q2 2025 and has held it in 2 quarters since. The position peaked at $636 in Q2 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 12 shares of Grayscale Bitcoin Mini Trust ETF worth $360 as of Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2082 holding.
  • Twin Peaks Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $636 in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.