True Wealth Design’s Angel Oak Mortgage REIT AOMR Stock Holding History

True Wealth Design’s Portfolio AOMR Stock Details AOMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$182	Buy	20 +10	+100%	+$86	﹤0.01%	2466
2026 Q1	$83	Hold	10	–	–	﹤0.01%	2500
2025 Q4	$87	Sell	10 -3	-23%	-$27	﹤0.01%	2358
2025 Q3	$122	Buy	13 +4	+44%	+$38	﹤0.01%	2412
2025 Q2	$85	Sell	9 -5	-36%	-$45	﹤0.01%	2280
2025 Q1	$134	Buy	+14	New	+$139	﹤0.01%	2100

Other funds holding AOMR

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's AOMR Position: Q2 2026 in Review

True Wealth Design increased its Angel Oak Mortgage REIT (AOMR) stake by 100% in Q2 2026, buying an estimated $86 and bringing the position to 20 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

True Wealth Design first reported a position in AOMR in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

True Wealth Design held 20 shares of Angel Oak Mortgage REIT worth $182 as of Q2 2026.
True Wealth Design bought 10 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $86.
Angel Oak Mortgage REIT made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2466 holding.
True Wealth Design first reported a position in Angel Oak Mortgage REIT in Q1 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.