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Valley Wealth Managers’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Valley Wealth Managers’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
Q3 		$813 Hold
22
– – ﹤0.01% 319
2026
Q2 		$571 Hold
22
– – ﹤0.01% 320
2026
Q1 		$660 Hold
22
– – ﹤0.01% 296
2025
Q4 		$852 Hold
22
– – ﹤0.01% 335
2025
Q3 		$1.11K Hold
22
– – ﹤0.01% 282
2025
Q2 		$1.05K Hold
22
– – ﹤0.01% 278
2025
Q1 		$803 Hold
22
– – ﹤0.01% 339
2024
Q4 		$921 Hold
22
– – ﹤0.01% 366
2024
Q3 		$631 Buy
+22
New +$586 ﹤0.01% 373

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valley Wealth Managers's BTC Position: Q3 2026 in Review

Valley Wealth Managers held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 22 shares worth $813. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Valley Wealth Managers first reported a position in BTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.11K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Valley Wealth Managers held 22 shares of Grayscale Bitcoin Mini Trust ETF worth $813 as of Q3 2026.
  • Valley Wealth Managers left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #319 holding.
  • Valley Wealth Managers first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 9 quarters since.
  • Valley Wealth Managers's Grayscale Bitcoin Mini Trust ETF position peaked at $1.11K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.