TWD
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True Wealth Design’s Lucid Diagnostics LUCD Stock Holding History

True Wealth Design’s Portfolio LUCD Stock Details LUCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$85 Sell
113
-126
-53% -$118 ﹤0.01% 2461
2026
Q2 		$256 Buy
239
+233
+3,883% +$251 ﹤0.01% 2397
2026
Q1 		$7 Buy
6
+4
+200% +$5 ﹤0.01% 2683
2025
Q4 		$3 Buy
+2
New +$2 ﹤0.01% 2552

Other funds holding LUCD

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design reduced its Lucid Diagnostics (LUCD) stake by 53% in Q3 2026, selling an estimated $118 and leaving 113 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

True Wealth Design first reported a position in LUCD in Q4 2025 and has held it in 4 quarters since. The position peaked at $256 in Q2 2026. 10 funds tracked by Wall St. Rank hold LUCD as of Q3 2026.

  • True Wealth Design held 113 shares of Lucid Diagnostics worth $85 as of Q3 2026.
  • True Wealth Design sold 126 Lucid Diagnostics shares in Q3 2026, an estimated $118.
  • Lucid Diagnostics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2461 holding.
  • True Wealth Design first reported a position in Lucid Diagnostics in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Lucid Diagnostics position peaked at $256 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Lucid Diagnostics as of Q3 2026.

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