WA
BTC

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

Westfuller 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 		$20.7K Sell
796
-13
-2% -$413 0.01% 381
2026
Q1 		$24.3K Hold
809
– – 0.01% 336
2025
Q4 		$31.3K Hold
809
– – 0.01% 328
2025
Q3 		$41K Buy
+809
New +$41K 0.02% 311

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Westfuller Advisors's BTC Position: Q2 2026 in Review

Westfuller Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.6% in Q2 2026, selling an estimated $413 and leaving 796 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #381.

Westfuller Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $41K in Q3 2025. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Westfuller Advisors held 796 shares of Grayscale Bitcoin Mini Trust ETF worth $20.7K as of Q2 2026.
  • Westfuller Advisors sold 13 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $413.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #381 holding.
  • Westfuller Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $41K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.