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 Q3	$124	Hold	2	–	–	﹤0.01%	2417
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

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design held its First Capital (FCAP) position steady in Q3 2026 at 2 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

True Wealth Design first reported a position in FCAP in Q3 2025 and has held it in 5 quarters since. The position peaked at $130 in Q2 2026. 8 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

True Wealth Design held 2 shares of First Capital worth $124 as of Q3 2026.
True Wealth Design left its First Capital share count unchanged in Q3 2026.
First Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2417 holding.
True Wealth Design first reported a position in First Capital in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's First Capital position peaked at $130 in Q2 2026.
8 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

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