Pacific Excel Wealth Advisors, Inc.
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 2110884
WALNUT CREEK, CA
Position in BTC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,332,128
New position
Shares Held
205,477
first reported quarter
Ownership
0.171%
of shares outstanding
% of Portfolio
4.59%
of 13F equity value
Holder Rank
#1
of 29 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
All Filings in BTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,332,128 | 205,477 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||