VFA
BTC

Valeo Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Valeo Financial 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
Q2 		$554K Buy
+21,350
New +$678K 0.01% 420
2024
Q4 		– Sell
-2,276
Closed -$64.1K – 794
2024
Q3 		$64.1K Buy
+2,276
New +$60.7K ﹤0.01% 684

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

Valeo Financial Advisors's BTC Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 21,350 shares worth $554K. The stake represents 0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in BTC as recently as Q3 2024.

Valeo Financial Advisors first reported a position in BTC in Q3 2024 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Valeo Financial Advisors held 21,350 shares of Grayscale Bitcoin Mini Trust ETF worth $554K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #420 holding.
  • Valeo Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.