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 Q3	–	Sell	-11	Closed	-$303	–	2653
2026 Q2	$303	Buy	+11	New	+$224	﹤0.01%	2353

Other funds holding FOA

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

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

True Wealth Design sold out of Finance of America Companies (FOA) in Q3 2026, closing a stake of 11 shares — an estimated $303 sold.

True Wealth Design first reported a position in FOA in Q2 2026 and held it in 1 quarter. The position peaked at $303 in Q2 2026. 6 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

True Wealth Design reported no remaining Finance of America Companies position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 11 Finance of America Companies shares in Q3 2026, an estimated $303.
True Wealth Design first reported a position in Finance of America Companies in Q2 2026 and held it in 1 quarter.
True Wealth Design's Finance of America Companies position peaked at $303 in Q2 2026.
6 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

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