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True Wealth Design’s Klaviyo KVYO Stock Holding History

True Wealth Design’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158 Hold
10
– – ﹤0.01% 2385
2026
Q2 		$151 Sell
10
-90
-90% -$1.49K ﹤0.01% 2493
2026
Q1 		$1.95K Buy
100
+46
+85% +$987 ﹤0.01% 1554
2025
Q4 		$1.75K Buy
+54
New +$1.51K ﹤0.01% 1498
2025
Q3 		– Sell
-26
Closed -$874 – 2809
2025
Q2 		$874 Buy
26
+25
+2,500% +$792 ﹤0.01% 1519
2025
Q1 		$31 Buy
+1
New +$40 ﹤0.01% 2504

Other funds holding KVYO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 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

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

True Wealth Design held its Klaviyo (KVYO) position steady in Q3 2026 at 10 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

True Wealth Design first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.95K in Q1 2026. 18 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • True Wealth Design held 10 shares of Klaviyo worth $158 as of Q3 2026.
  • True Wealth Design left its Klaviyo share count unchanged in Q3 2026.
  • Klaviyo made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2385 holding.
  • True Wealth Design first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Klaviyo position peaked at $1.95K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

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