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True Wealth Design’s Monarch Casino & Resort MCRI Stock Holding History

True Wealth Design’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.56K Hold
31
– – ﹤0.01% 1463
2026
Q2 		$4.08K Sell
31
-1
-3% -$117 ﹤0.01% 1414
2026
Q1 		$3.06K Buy
32
+1
+3% +$95 ﹤0.01% 1390
2025
Q4 		$2.97K Hold
31
– – ﹤0.01% 1297
2025
Q3 		$3.28K Hold
31
– – ﹤0.01% 1268
2025
Q2 		$2.68K Buy
+31
New +$2.5K ﹤0.01% 1053

Other funds holding MCRI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design held its Monarch Casino & Resort (MCRI) position steady in Q3 2026 at 31 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

True Wealth Design first reported a position in MCRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.08K in Q2 2026. 16 funds tracked by Wall St. Rank hold MCRI as of Q3 2026.

  • True Wealth Design held 31 shares of Monarch Casino & Resort worth $3.56K as of Q3 2026.
  • True Wealth Design left its Monarch Casino & Resort share count unchanged in Q3 2026.
  • Monarch Casino & Resort made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1463 holding.
  • True Wealth Design first reported a position in Monarch Casino & Resort in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Monarch Casino & Resort position peaked at $4.08K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2026.

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