TWD
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True Wealth Design’s Finance of America Companies FOA Stock Holding History

True Wealth Design’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303 Buy
+11
New +$224 ﹤0.01% 2353

Other funds holding FOA

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

True Wealth Design opened a new position in Finance of America Companies (FOA) in Q2 2026: 11 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #2353 among its holdings.

8 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • True Wealth Design held 11 shares of Finance of America Companies worth $303 as of Q2 2026.
  • Finance of America Companies was a new True Wealth Design position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2353 holding.
  • 8 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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