TWD
BV icon

True Wealth Design’s BrightView Holdings BV Stock Holding History

True Wealth Design’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.2K Buy
+120
New +$1.46K ﹤0.01% 1884
2025
Q3 		– Sell
-49
Closed -$816 – 2738
2025
Q2 		$816 Hold
49
– – ﹤0.01% 1544
2025
Q1 		$630 Buy
+49
New +$702 ﹤0.01% 1454

Other funds holding BV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design opened a new position in BrightView Holdings (BV) in Q3 2026: 120 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BV as recently as Q2 2025.

True Wealth Design first reported a position in BV in Q1 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold BV as of Q3 2026.

  • True Wealth Design held 120 shares of BrightView Holdings worth $1.2K as of Q3 2026.
  • BrightView Holdings was a new True Wealth Design position in Q3 2026.
  • BrightView Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1884 holding.
  • True Wealth Design first reported a position in BrightView Holdings in Q1 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2026.

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