TWD
LFVN icon

True Wealth Design’s LifeVantage LFVN Stock Holding History

True Wealth Design’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132 Buy
21
+17
+425% +$103 ﹤0.01% 2509
2026
Q1 		$18 Buy
+4
New +$21 ﹤0.01% 2650

Other funds holding LFVN

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

True Wealth Design's LFVN Position: Q2 2026 in Review

True Wealth Design increased its LifeVantage (LFVN) stake by 425% in Q2 2026, buying an estimated $103 and bringing the position to 21 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

True Wealth Design first reported a position in LFVN in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • True Wealth Design held 21 shares of LifeVantage worth $132 as of Q2 2026.
  • True Wealth Design bought 17 LifeVantage shares in Q2 2026, an estimated $103.
  • LifeVantage made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2509 holding.
  • True Wealth Design first reported a position in LifeVantage in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.