TWD
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True Wealth Design’s American Coastal Insurance ACIC Stock Holding History

True Wealth Design’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100 Hold
9
– – ﹤0.01% 2540
2026
Q1 		$102 Sell
9
-15
-63% -$168 ﹤0.01% 2464
2025
Q4 		$304 Hold
24
– – ﹤0.01% 2118
2025
Q3 		$274 Buy
+24
New +$261 ﹤0.01% 2219

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CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return