TWD
FORM icon

True Wealth Design’s FormFactor FORM Stock Holding History

True Wealth Design’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7K Hold
286
– – 0.01% 589
2025
Q4 		$16K Sell
286
-1
-0.3% -$50 ﹤0.01% 679
2025
Q3 		$10.5K Sell
287
-188
-40% -$6.05K ﹤0.01% 816
2025
Q2 		$16.3K Buy
475
+447
+1,596% +$13.6K 0.01% 435
2025
Q1 		$793 Buy
+28
New +$1.03K ﹤0.01% 1356

Other funds holding FORM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return