TWD
LPA

True Wealth Design’s Logistic Properties of the Americas LPA Stock Holding History

True Wealth Design’s Portfolio LPA Stock Details LPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750 Buy
223
+222
+22,200% +$740 ﹤0.01% 2077
2026
Q1 		$4 Hold
1
– – ﹤0.01% 2696
2025
Q4 		$3 Sell
1
-2
-67% -$7 ﹤0.01% 2553
2025
Q3 		$14 Buy
+3
New +$19 ﹤0.01% 2678

Other funds holding LPA

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design increased its Logistic Properties of the Americas (LPA) stake by 22,200% in Q2 2026, buying an estimated $740 and bringing the position to 223 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

True Wealth Design first reported a position in LPA in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold LPA as of Q2 2026.

  • True Wealth Design held 223 shares of Logistic Properties of the Americas worth $750 as of Q2 2026.
  • True Wealth Design bought 222 Logistic Properties of the Americas shares in Q2 2026, an estimated $740.
  • Logistic Properties of the Americas made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2077 holding.
  • True Wealth Design first reported a position in Logistic Properties of the Americas in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Logistic Properties of the Americas as of Q2 2026.

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