True Wealth Design’s MediaAlpha MAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.44K	Buy	150 +70	+88%	+$874	﹤0.01%	1804
2026 Q2	$1.01K	Buy	80 +29	+57%	+$274	﹤0.01%	1974
2026 Q1	$475	Sell	51 -285	-85%	-$2.81K	﹤0.01%	2075
2025 Q4	$4.35K	Buy	336 +96	+40%	+$1.17K	﹤0.01%	1144
2025 Q3	$2.73K	Sell	240 -64	-21%	-$706	﹤0.01%	1354
2025 Q2	$3.33K	Buy	304 +282	+1,282%	+$2.72K	﹤0.01%	974
2025 Q1	$204	Sell	22 -54	-71%	-$577	﹤0.01%	1947
2024 Q4	$859	Buy	+76	New	+$1.09K	﹤0.01%	976

Other funds holding MAX

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its MediaAlpha (MAX) stake by 88% in Q3 2026, buying an estimated $874 and bringing the position to 150 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

True Wealth Design first reported a position in MAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.35K in Q4 2025. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

True Wealth Design held 150 shares of MediaAlpha worth $1.44K as of Q3 2026.
True Wealth Design bought 70 MediaAlpha shares in Q3 2026, an estimated $874.
MediaAlpha made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1804 holding.
True Wealth Design first reported a position in MediaAlpha in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's MediaAlpha position peaked at $4.35K in Q4 2025.
10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

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