TWD
III icon

True Wealth Design’s Information Services Group III Stock Holding History

True Wealth Design’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
305
+18
+6% +$75 ﹤0.01% 1895
2026
Q1 		$1.1K Buy
287
+68
+31% +$335 ﹤0.01% 1773
2025
Q4 		$1.27K Sell
219
-13
-6% -$73 ﹤0.01% 1621
2025
Q3 		$1.33K Buy
232
+11
+5% +$55 ﹤0.01% 1648
2025
Q2 		$1.06K Buy
221
+5
+2% +$22 ﹤0.01% 1438
2025
Q1 		$845 Buy
216
+97
+82% +$318 ﹤0.01% 1331
2024
Q4 		$398 Buy
+119
New +$398 ﹤0.01% 1127

Other funds holding III

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return