Aspiriant LLC’s TCW Transform Systems ETF PWRD Stock Holding History

Aspiriant LLC’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20M	Buy	162,280 +2,274	+1%	+$254K	0.49%	31
2026 Q1	$15.6M	Buy	160,006 +12,927	+9%	+$1.32M	0.45%	33
2025 Q4	$14.1M	Buy	147,079 +4,296	+3%	+$422K	0.41%	36
2025 Q3	$13.9M	Buy	142,783 +1,268	+0.9%	+$118K	0.43%	36
2025 Q2	$12.8M	Buy	141,515 +2,920	+2%	+$225K	0.41%	36
2025 Q1	$9.67M	Buy	138,595 +7,108	+5%	+$538K	0.34%	37
2024 Q4	$9.54M	Buy	131,487 +104,137	+381%	+$7.83M	0.34%	38
2024 Q3	$2.02M	Buy	+27,350	New	+$1.89M	0.08%	95

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC's PWRD Position: Q2 2026 in Review

Aspiriant LLC increased its TCW Transform Systems ETF (PWRD) stake by 1.4% in Q2 2026, buying an estimated $254K and bringing the position to 162,280 shares worth $20M. The position accounts for 0.49% of the portfolio, ranked #31.

Aspiriant LLC first reported a position in PWRD in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Aspiriant LLC held 162,280 shares of TCW Transform Systems ETF worth $20M as of Q2 2026.
Aspiriant LLC bought 2,274 TCW Transform Systems ETF shares in Q2 2026, an estimated $254K.
TCW Transform Systems ETF made up 0.49% of Aspiriant LLC's portfolio in Q2 2026, its #31 holding.
Aspiriant LLC first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.