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SFM, LLC d/b/a Sweeney Financial Advisors → BTCW

SFM, LLC d/b/a Sweeney Financial Advisors BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
5
Latest value
$17M
Q3 2026
Peak value
$17M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16.3M
Q4 2025$9.2M
Q1 2026$9.3M
Q2 2026$16.2M
Q3 2026$17M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17M336.4K——
Q2 2026$16.2M321.0K——
Q1 2026$9.3M185.0K——
Q4 2025$9.2M182.1K——
Q3 2025$16.3M324.8K——

Other funds holding BTCW

Other SFM, LLC d/b/a Sweeney Financial Advisors positions

VGES

VANGUARD INDEX FDS

$47M
VGES

VANGUARD INDEX FDS

$44.2M
VGES

VANGUARD INDEX FDS

$36.2M
VGES

VANGUARD INDEX FDS

$36M
VGES

VANGUARD INDEX FDS

$34.7M
VGES

VANGUARD INDEX FDS

$13.7M
VGES

VANGUARD INDEX FDS

$12.7M
ETHA

ISHARES TR

$10.7M