VFA
FBTC icon

Valeo Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Valeo Financial Advisors’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 		$1.98M Sell
38,852
-3,574
-8% -$223K 0.04% 181
2026
Q1 		$2.5M Buy
42,426
+5,502
+15% +$366K 0.06% 133
2025
Q4 		$2.81M Buy
36,924
+8,099
+28% +$707K 0.06% 140
2025
Q3 		$2.88M Sell
28,825
-5,507
-16% -$550K 0.07% 127
2025
Q2 		$3.23M Sell
34,332
-2,388
-7% -$206K 0.08% 122
2025
Q1 		$2.64M Buy
36,720
+16,168
+79% +$1.31M 0.07% 121
2024
Q4 		$1.68M Buy
20,552
+5,782
+39% +$419K 0.05% 170
2024
Q3 		$820K Buy
14,770
+151
+1% +$8.05K 0.02% 297
2024
Q2 		$767K Buy
14,619
+1,270
+10% +$72.8K 0.02% 289
2024
Q1 		$746K Buy
+13,349
New +$639K 0.03% 285

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 8.4% in Q2 2026, selling an estimated $223K and leaving 38,852 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #181.

Valeo Financial Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.23M in Q2 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Valeo Financial Advisors held 38,852 shares of Fidelity Wise Origin Bitcoin Fund worth $1.98M as of Q2 2026.
  • Valeo Financial Advisors sold 3,574 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $223K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #181 holding.
  • Valeo Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Valeo Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $3.23M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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