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True Wealth Design’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

True Wealth Design’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Buy
+830
New +$22.9K 0.01% 748

Other funds holding BSVO

KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
HWM
HBE Wealth Management Lincoln, Nebraska $139M AUM
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

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

True Wealth Design opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 830 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings.

39 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • True Wealth Design held 830 shares of EA Bridgeway Omni Small-Cap Value ETF worth $24.2K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new True Wealth Design position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #748 holding.
  • 39 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

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