True Wealth Design
BSVO icon

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
Q3 		$23.2K Hold
830
– – 0.01% 772
2026
Q2 		$24.2K Buy
+830
New +$22.9K 0.01% 748

Other funds holding BSVO

Kaufman Rossin Wealth
Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Peirce Capital Management
Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
JDH Wealth Management
JDH Wealth Management Santa Rosa, California $165M AUM 19.09% 1-Year Est. Return
Lauterbach Financial Advisors
Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Cogent Strategic Wealth
Cogent Strategic Wealth Chicago, Illinois $105M AUM 20.44% 1-Year Est. Return
Delap Wealth Advisory
Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

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

True Wealth Design held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q3 2026 at 830 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #772.

True Wealth Design first reported a position in BSVO in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.2K in Q2 2026. 43 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

  • True Wealth Design held 830 shares of EA Bridgeway Omni Small-Cap Value ETF worth $23.2K as of Q3 2026.
  • True Wealth Design left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q3 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #772 holding.
  • True Wealth Design first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's EA Bridgeway Omni Small-Cap Value ETF position peaked at $24.2K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

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