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True Wealth Design’s Farmland Partners FPI Stock Holding History

True Wealth Design’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43K Buy
126
+78
+163% +$789 ﹤0.01% 1806
2026
Q2 		$465 Sell
48
-18
-27% -$192 ﹤0.01% 2222
2026
Q1 		$742 Buy
66
+42
+175% +$482 ﹤0.01% 1911
2025
Q4 		$233 Buy
24
+11
+85% +$110 ﹤0.01% 2189
2025
Q3 		$142 Hold
13
– – ﹤0.01% 2378
2025
Q2 		$150 Sell
13
-8
-38% -$86 ﹤0.01% 2144
2025
Q1 		$235 Buy
+21
New +$242 ﹤0.01% 1887

Other funds holding FPI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design increased its Farmland Partners (FPI) stake by 163% in Q3 2026, buying an estimated $789 and bringing the position to 126 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

True Wealth Design first reported a position in FPI in Q1 2025 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold FPI as of Q3 2026.

  • True Wealth Design held 126 shares of Farmland Partners worth $1.43K as of Q3 2026.
  • True Wealth Design bought 78 Farmland Partners shares in Q3 2026, an estimated $789.
  • Farmland Partners made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1806 holding.
  • True Wealth Design first reported a position in Farmland Partners in Q1 2025 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2026.

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