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FinanceWealth manager EverSource discloses Bitcoin, XRP holdings in SEC filing
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EverSource Wealth Advisors, a U.S.-based wealth management firm, disclosed its cryptocurrency-related holdings in a 13F filing with the SEC. The firm holds significant Bitcoin exposure through various ETFs, including $23.4 million in the Fidelity Wise Origin Bitcoin fund and $3.1 million in BlackRock's iShares Bitcoin Trust, as well as a stake in Trump family's Bitcoin mining company American Bitcoin (ABTC). For XRP, EverSource holds small positions in the Franklin XRP ETF ($238) and ProShares Ultra XRP ETF ($17,646), plus shares in Ripple-backed SPAC Armada Acquisition Corp II. Other crypto holdings include Strategy (MSTR) at $3.8 million, Coinbase Global (COIN) at $266,889, and several Bitcoin mining stocks. At the time of reporting, Bitcoin traded at $64,859.89 and XRP at $1.09.
Source report
Anand Sinha Mon, July 27, 2026 at 1:00 PM PDT | 2 min read
- BTC-USD
- XRP-USD
- IBIT
- ABTC
- BLK
EverSource Wealth Advisors, a U.S.-based wealth management firm, disclosed in a 13F filing with the U.S. Securities and Exchange Commission (SEC) that it holds exposure to Bitcoin (BTC), XRP, and major crypto companies.
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Bitcoin
While most of the company's Bitcoin exposure is held in ETFs, the firm also holds a stake in the Trump family's Bitcoin mining and treasury company, American Bitcoin (Nasdaq: ABTC).
- 2X Bitcoin ETF: $763,724
- ARK 21Shares Bitcoin ETF: $1,723,981
- Bitwise Bitcoin ETF: $8,047
- Fidelity Wise Origin Bitcoin fund: $23,426,254
- Franklin Bitcoin ETF: $1,538
- Grayscale Bitcoin Mini Trust ETF: $1,298
- Grayscale Bitcoin Trust ETF: $451,149
- BlackRock's iShares Bitcoin Trust ETF: $3,079,799
- BlackRock's iShares Bitcoin Trust ETF: $252,804
- Osprey Bitcoin Trust: $1,883
- ProShares Bitcoin ETF: $1,588
- ProShares Ultra Bitcoin ETF: $463,978
- VanEck Bitcoin ETF: $16,876
- Bitwise Bitcoin ETF Trust: $6,052
- American Bitcoin: $40,866
XRP
The first two holdings are exchange-traded funds (ETFs) linked to XRP, while Armada Acquisition Corp II is a Ripple-backed Evernorth Holdings' special purpose acquisition company (SPAC). Notably, Evernorth is going to merge with Armada Acquisition.
- Franklin XRP ETF: $238
- ProShares Ultra XRP ETF: $17,646
- Armada Acquisition Corp II stock: $2,605
Other Crypto Holdings
Coinbase Global is the largest crypto exchange in the United States, and the remaining stocks held by EverSource Wealth Advisors are Bitcoin miners.
- Strategy (Nasdaq: MSTR): $3,797,255
- Coinbase Global (Nasdaq: COIN): $266,889
- MARA Holdings (Nasdaq: MARA): $28,766
- Riot Platforms (Nasdaq: RIOT): $28,119
- CleanSpark (Nasdaq: CLSK): $30,555
- Bitdeer Technologies (Nasdaq: BTDR): $4,428
- Cipher Digital (Nasdaq: CIFR): $53,828
- Iren Limited (Nasdaq: IREN): $130,056
At the time of writing, Bitcoin was trading at $64,859.89, while XRP was trading at $1.09.
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This story was originally published by TheStreet on Jul 27, 2026, where it first appeared in the MARKETS section. Add TheStreet as a Preferred Source by clicking here.
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Major wealth manager EverSource discloses Bitcoin, XRP holdings in SEC filing