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True Wealth Design’s Hillman Solutions HLMN Stock Holding History

True Wealth Design’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.54K Buy
+363
New +$2.88K ﹤0.01% 1591
2026
Q2 		– Sell
-16
Closed -$134 – 2760
2026
Q1 		$134 Buy
+16
New +$145 ﹤0.01% 2413

Other funds holding HLMN

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design opened a new position in Hillman Solutions (HLMN) in Q3 2026: 363 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HLMN as recently as Q1 2026.

True Wealth Design first reported a position in HLMN in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold HLMN as of Q3 2026.

  • True Wealth Design held 363 shares of Hillman Solutions worth $2.54K as of Q3 2026.
  • Hillman Solutions was a new True Wealth Design position in Q3 2026.
  • Hillman Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1591 holding.
  • True Wealth Design first reported a position in Hillman Solutions in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2026.

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