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True Wealth Design’s Ladder Capital LADR Stock Holding History

True Wealth Design’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.27K Buy
260
+229
+739% +$2.22K ﹤0.01% 1629
2026
Q2 		$309 Buy
+31
New +$315 ﹤0.01% 2344
2026
Q1 		– Sell
-92
Closed -$1.01K – 2781
2025
Q4 		$1.01K Buy
92
+64
+229% +$695 ﹤0.01% 1698
2025
Q3 		$306 Buy
+28
New +$315 ﹤0.01% 2177
2025
Q2 		– Sell
-27
Closed -$309 – 2710
2025
Q1 		$309 Buy
+27
New +$309 ﹤0.01% 1758

Other funds holding LADR

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design increased its Ladder Capital (LADR) stake by 739% in Q3 2026, buying an estimated $2.22K and bringing the position to 260 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

True Wealth Design first reported a position in LADR in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

  • True Wealth Design held 260 shares of Ladder Capital worth $2.27K as of Q3 2026.
  • True Wealth Design bought 229 Ladder Capital shares in Q3 2026, an estimated $2.22K.
  • Ladder Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1629 holding.
  • True Wealth Design first reported a position in Ladder Capital in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

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