AL
PWRD

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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Aspiriant LLC's PWRD Position: Q1 2026 in Review

Aspiriant LLC increased its TCW Transform Systems ETF (PWRD) stake by 8.8% in Q1 2026, buying an estimated $1.32M and bringing the position to 160,006 shares worth $15.6M. The position accounts for 0.45% of the portfolio, ranked #33.

Aspiriant LLC first reported a position in PWRD in Q3 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Aspiriant LLC held 160,006 shares of TCW Transform Systems ETF worth $15.6M as of Q1 2026.
  • Aspiriant LLC bought 12,927 TCW Transform Systems ETF shares in Q1 2026, an estimated $1.32M.
  • TCW Transform Systems ETF made up 0.45% of Aspiriant LLC's portfolio in Q1 2026, its #33 holding.
  • Aspiriant LLC first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.