TWD
LIF

True Wealth Design’s Life360 LIF Stock Holding History

True Wealth Design’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$245 – 2917
2026
Q1 		$245 Hold
6
– – ﹤0.01% 2278
2025
Q4 		$385 Hold
6
– – ﹤0.01% 2035
2025
Q3 		$638 Hold
6
– – ﹤0.01% 1929
2025
Q2 		$392 Buy
6
+3
+100% +$154 ﹤0.01% 1838
2025
Q1 		$116 Buy
+3
New +$129 ﹤0.01% 2149

Other funds holding LIF

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design sold out of Life360 (LIF) in Q2 2026, closing a stake of 6 shares — an estimated $245 sold.

True Wealth Design first reported a position in LIF in Q1 2025 and held it in 5 quarters. The position peaked at $638 in Q3 2025. 23 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

  • True Wealth Design reported no remaining Life360 position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 6 Life360 shares in Q2 2026, an estimated $245.
  • True Wealth Design first reported a position in Life360 in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Life360 position peaked at $638 in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

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