True Wealth Design’s Daily Journal DJCO Stock Holding History

True Wealth Design’s Portfolio DJCO Stock Details DJCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$483	–	2719
2026 Q1	$483	Sell	1 -1	-50%	-$547	﹤0.01%	2064
2025 Q4	$975	Hold	2	–	–	﹤0.01%	1714
2025 Q3	$931	Hold	2	–	–	﹤0.01%	1772
2025 Q2	$845	Hold	2	–	–	﹤0.01%	1531
2025 Q1	$796	Buy	+2	New	+$865	﹤0.01%	1354

Other funds holding DJCO

Aquamarine Zurich Zurich, Switzerland $144M AUM 5.41% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

SJL

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

True Wealth Design sold out of Daily Journal (DJCO) in Q2 2026, closing a stake of 1 share — an estimated $483 sold.

True Wealth Design first reported a position in DJCO in Q1 2025 and held it in 5 quarters. The position peaked at $975 in Q4 2025. 8 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

True Wealth Design reported no remaining Daily Journal position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 1 Daily Journal share in Q2 2026, an estimated $483.
True Wealth Design first reported a position in Daily Journal in Q1 2025 and held it in 5 quarters.
True Wealth Design's Daily Journal position peaked at $975 in Q4 2025.
8 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

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