TWD
FLD

True Wealth Design’s Fold Holdings FLD Stock Holding History

True Wealth Design’s Portfolio FLD Stock Details FLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10 Buy
20
+14
+233% +$15 ﹤0.01% 2643
2026
Q1 		$8 Buy
+6
New +$10 ﹤0.01% 2679

Other funds holding FLD

CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its Fold Holdings (FLD) stake by 233% in Q2 2026, buying an estimated $15 and bringing the position to 20 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

True Wealth Design first reported a position in FLD in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • True Wealth Design held 20 shares of Fold Holdings worth $10 as of Q2 2026.
  • True Wealth Design bought 14 Fold Holdings shares in Q2 2026, an estimated $15.
  • Fold Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2643 holding.
  • True Wealth Design first reported a position in Fold Holdings in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

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