True Wealth Design
BVFL icon

True Wealth Design’s BV Financial BVFL Stock Holding History

True Wealth Design’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42 Hold
2
– – ﹤0.01% 2524
2026
Q2 		$43 Buy
+2
New +$40 ﹤0.01% 2604
2025
Q4 		– Sell
-3
Closed -$49 – 2604
2025
Q3 		$49 Buy
+3
New +$49 ﹤0.01% 2573

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Harbor Investment Advisory
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Sterling Capital Management
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Mather Group
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Physician Wealth Advisors
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Farther Finance Advisors
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True Wealth Design's BVFL Position: Q3 2026 in Review

True Wealth Design held its BV Financial (BVFL) position steady in Q3 2026 at 2 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

True Wealth Design first reported a position in BVFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $49 in Q3 2025. 14 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

  • True Wealth Design held 2 shares of BV Financial worth $42 as of Q3 2026.
  • True Wealth Design left its BV Financial share count unchanged in Q3 2026.
  • BV Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2524 holding.
  • True Wealth Design first reported a position in BV Financial in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's BV Financial position peaked at $49 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

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