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 Q3	$17.7M	Buy	167,840 +5,560	+3%	+$608K	0.43%	34
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	$9.7M	Buy	138,595 +7,108	+5%	+$538K	0.34%	37
2024 Q4	$9.5M	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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Aspiriant LLC's PWRD Position: Q3 2026 in Review

Aspiriant LLC increased its TCW Transform Systems ETF (PWRD) stake by 3.4% in Q3 2026, buying an estimated $608K and bringing the position to 167,840 shares worth $17.7M. The position accounts for 0.43% of the portfolio, ranked #34.

Aspiriant LLC first reported a position in PWRD in Q3 2024 and has held it in 9 quarters since. The position peaked at $20M in Q2 2026. 39 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Aspiriant LLC held 167,840 shares of TCW Transform Systems ETF worth $17.7M as of Q3 2026.
Aspiriant LLC bought 5,560 TCW Transform Systems ETF shares in Q3 2026, an estimated $608K.
TCW Transform Systems ETF made up 0.43% of Aspiriant LLC's portfolio in Q3 2026, its #34 holding.
Aspiriant LLC first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 9 quarters since.
Aspiriant LLC's TCW Transform Systems ETF position peaked at $20M in Q2 2026.
39 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.