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True Wealth Design’s First Capital FCAP Stock Holding History

True Wealth Design’s Portfolio FCAP Stock Details FCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130 Hold
2
– – ﹤0.01% 2514
2026
Q1 		$100 Hold
2
– – ﹤0.01% 2467
2025
Q4 		$119 Hold
2
– – ﹤0.01% 2308
2025
Q3 		$92 Buy
+2
New +$81 ﹤0.01% 2462

Other funds holding FCAP

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design held its First Capital (FCAP) position steady in Q2 2026 at 2 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

True Wealth Design first reported a position in FCAP in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

  • True Wealth Design held 2 shares of First Capital worth $130 as of Q2 2026.
  • True Wealth Design left its First Capital share count unchanged in Q2 2026.
  • First Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2514 holding.
  • True Wealth Design first reported a position in First Capital in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

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