True Wealth Design’s BRC Inc BRCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46	Sell	5 -20	-80%	-$195	﹤0.01%	2515
2026 Q2	$282	Buy	25 +5	+25%	+$62	﹤0.01%	2370
2026 Q1	$156	Sell	20 -45	-69%	-$379	﹤0.01%	2382
2025 Q4	$716	Buy	65 +27	+71%	+$350	﹤0.01%	1834
2025 Q3	$598	Buy	38 +36	+1,800%	+$576	﹤0.01%	1949
2025 Q2	$27	Sell	2 -1	-33%	-$18	﹤0.01%	2480
2025 Q1	$57	Buy	+3	New	+$76	﹤0.01%	2349

Other funds holding BRCC

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design reduced its BRC Inc (BRCC) stake by 80% in Q3 2026, selling an estimated $195 and leaving 5 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

True Wealth Design first reported a position in BRCC in Q1 2025 and has held it in 7 quarters since. The position peaked at $716 in Q4 2025. 8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

True Wealth Design held 5 shares of BRC Inc worth $46 as of Q3 2026.
True Wealth Design sold 20 BRC Inc shares in Q3 2026, an estimated $195.
BRC Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2515 holding.
True Wealth Design first reported a position in BRC Inc in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's BRC Inc position peaked at $716 in Q4 2025.
8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

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