True Wealth Design
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True Wealth Design’s Black Diamond Therapeutics BDTX Stock Holding History

True Wealth Design’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$144 Buy
+76
New +$149 ﹤0.01% 2398
2025
Q3 		– Sell
-398
Closed -$988 – 2730
2025
Q2 		$988 Buy
398
+371
+1,374% +$715 ﹤0.01% 1468
2025
Q1 		$42 Buy
+27
New +$57 ﹤0.01% 2425

Other funds holding BDTX

DLK Investment Management
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BDTX Position: Q3 2026 in Review

True Wealth Design opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 76 shares worth $144. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BDTX as recently as Q2 2025.

True Wealth Design first reported a position in BDTX in Q1 2025 and has held it in 3 quarters since. The position peaked at $988 in Q2 2025. 11 funds tracked by Wall St. Rank hold BDTX as of Q3 2026.

  • True Wealth Design held 76 shares of Black Diamond Therapeutics worth $144 as of Q3 2026.
  • Black Diamond Therapeutics was a new True Wealth Design position in Q3 2026.
  • Black Diamond Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2398 holding.
  • True Wealth Design first reported a position in Black Diamond Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Black Diamond Therapeutics position peaked at $988 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.