True Wealth Design
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True Wealth Design’s Elbit Systems ESLT Stock Holding History

True Wealth Design’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.05K Buy
3
+1
+50% +$759 ﹤0.01% 1675
2026
Q2 		$1.52K Buy
2
+1
+100% +$832 ﹤0.01% 1817
2026
Q1 		$850 Hold
1
– – ﹤0.01% 1867
2025
Q4 		$578 Hold
1
– – ﹤0.01% 1909
2025
Q3 		$510 Buy
+1
New +$469 ﹤0.01% 2002

Other funds holding ESLT

LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

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

True Wealth Design increased its Elbit Systems (ESLT) stake by 50% in Q3 2026, buying an estimated $759 and bringing the position to 3 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

True Wealth Design first reported a position in ESLT in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • True Wealth Design held 3 shares of Elbit Systems worth $2.05K as of Q3 2026.
  • True Wealth Design bought 1 Elbit Systems share in Q3 2026, an estimated $759.
  • Elbit Systems made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1675 holding.
  • True Wealth Design first reported a position in Elbit Systems in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

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