True Wealth Design’s flyExclusive FLYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$174	Buy	87 +78	+867%	+$181	﹤0.01%	2474
2026 Q1	$21	Buy	+9	New	+$26	﹤0.01%	2639

Other funds holding FLYX

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design increased its flyExclusive (FLYX) stake by 867% in Q2 2026, buying an estimated $181 and bringing the position to 87 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

True Wealth Design first reported a position in FLYX in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold FLYX as of Q2 2026.

True Wealth Design held 87 shares of flyExclusive worth $174 as of Q2 2026.
True Wealth Design bought 78 flyExclusive shares in Q2 2026, an estimated $181.
flyExclusive made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2474 holding.
True Wealth Design first reported a position in flyExclusive in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held flyExclusive as of Q2 2026.

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