TWD
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
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

Other funds holding BVFL

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design opened a new position in BV Financial (BVFL) in Q2 2026: 2 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #2604 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BVFL as recently as Q3 2025.

True Wealth Design first reported a position in BVFL in Q3 2025 and has held it in 2 quarters since. The position peaked at $49 in Q3 2025. 9 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • True Wealth Design held 2 shares of BV Financial worth $43 as of Q2 2026.
  • BV Financial was a new True Wealth Design position in Q2 2026.
  • BV Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2604 holding.
  • True Wealth Design first reported a position in BV Financial in Q3 2025 and has held it in 2 quarters since.
  • True Wealth Design's BV Financial position peaked at $49 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

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