True Wealth Design’s Houlihan Lokey HLI Stock Holding History

True Wealth Design’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.59K	Buy	68 +14	+26%	+$1.86K	﹤0.01%	1136
2026 Q2	$7.24K	Buy	+54	New	+$7.97K	﹤0.01%	1180
2026 Q1	–	Sell	-10	Closed	-$1.74K	–	2766
2025 Q4	$1.74K	Sell	10 -4	-29%	-$734	﹤0.01%	1502
2025 Q3	$2.88K	Buy	14 +3	+27%	+$588	﹤0.01%	1330
2025 Q2	$1.98K	Hold	11	–	–	﹤0.01%	1191
2025 Q1	$1.78K	Buy	+11	New	+$1.89K	﹤0.01%	1053
2023 Q1	–	Sell	-8,562	Closed	-$746K	–	878
2022 Q4	$746K	Buy	+8,562	New	+$770K	0.35%	77

Other funds holding HLI

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

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

True Wealth Design increased its Houlihan Lokey (HLI) stake by 26% in Q3 2026, buying an estimated $1.86K and bringing the position to 68 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

True Wealth Design first reported a position in HLI in Q4 2022 and has held it in 7 quarters since. The position peaked at $746K in Q4 2022. 54 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

True Wealth Design held 68 shares of Houlihan Lokey worth $8.59K as of Q3 2026.
True Wealth Design bought 14 Houlihan Lokey shares in Q3 2026, an estimated $1.86K.
Houlihan Lokey made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1136 holding.
True Wealth Design first reported a position in Houlihan Lokey in Q4 2022 and has held it in 7 quarters since.
True Wealth Design's Houlihan Lokey position peaked at $746K in Q4 2022.
54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

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