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True Wealth Design’s First Watch Restaurant Group FWRG Stock Holding History

True Wealth Design’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.26K Buy
910
+411
+82% +$4.94K ﹤0.01% 1107
2026
Q2 		$6.43K Buy
+499
New +$5.85K ﹤0.01% 1226
2026
Q1 		– Sell
-30
Closed -$453 – 2754
2025
Q4 		$453 Buy
+30
New +$506 ﹤0.01% 1977

Other funds holding FWRG

Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design increased its First Watch Restaurant Group (FWRG) stake by 82% in Q3 2026, buying an estimated $4.94K and bringing the position to 910 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

True Wealth Design first reported a position in FWRG in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

  • True Wealth Design held 910 shares of First Watch Restaurant Group worth $9.26K as of Q3 2026.
  • True Wealth Design bought 411 First Watch Restaurant Group shares in Q3 2026, an estimated $4.94K.
  • First Watch Restaurant Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1107 holding.
  • True Wealth Design first reported a position in First Watch Restaurant Group in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

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