TWD
BRCC icon

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
Q2 		$282 Buy
254
+54
+27% +$67 ﹤0.01% 2370
2026
Q1 		$156 Sell
200
-445
-69% -$375 ﹤0.01% 2382
2025
Q4 		$716 Buy
645
+262
+68% +$340 ﹤0.01% 1834
2025
Q3 		$598 Buy
383
+363
+1,815% +$581 ﹤0.01% 1949
2025
Q2 		$27 Sell
20
-7
-26% -$13 ﹤0.01% 2480
2025
Q1 		$57 Buy
+27
New +$69 ﹤0.01% 2349

Other funds holding BRCC

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its BRC Inc (BRCC) stake by 27% in Q2 2026, buying an estimated $67 and bringing the position to 254 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

True Wealth Design first reported a position in BRCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $716 in Q4 2025. 12 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • True Wealth Design held 254 shares of BRC Inc worth $282 as of Q2 2026.
  • True Wealth Design bought 54 BRC Inc shares in Q2 2026, an estimated $67.
  • BRC Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2370 holding.
  • True Wealth Design first reported a position in BRC Inc in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's BRC Inc position peaked at $716 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

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