True Wealth Design’s loanDepot LDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-20	Closed	-$25	–	2696
2026 Q2	$25	Buy	+20	New	+$27	﹤0.01%	2627
2026 Q1	–	Sell	-281	Closed	-$582	–	2785
2025 Q4	$582	Hold	281	–	–	﹤0.01%	1905
2025 Q3	$863	Buy	+281	New	+$649	﹤0.01%	1804

Other funds holding LDI

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design sold out of loanDepot (LDI) in Q3 2026, closing a stake of 20 shares — an estimated $25 sold.

True Wealth Design first reported a position in LDI in Q3 2025 and held it in 3 quarters. The position peaked at $863 in Q3 2025. 7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

True Wealth Design reported no remaining loanDepot position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 20 loanDepot shares in Q3 2026, an estimated $25.
True Wealth Design first reported a position in loanDepot in Q3 2025 and held it in 3 quarters.
True Wealth Design's loanDepot position peaked at $863 in Q3 2025.
7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

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