True Wealth Design’s NerdWallet NRDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842	Sell	91 -246	-73%	-$2.3K	﹤0.01%	2048
2026 Q1	$3.5K	Sell	337 -7	-2%	-$79	﹤0.01%	1342
2025 Q4	$4.66K	Hold	344	–	–	﹤0.01%	1111
2025 Q3	$3.7K	Sell	344 -12	-3%	-$128	﹤0.01%	1202
2025 Q2	$3.91K	Buy	356 +195	+121%	+$1.96K	﹤0.01%	899
2025 Q1	$1.46K	Buy	+161	New	+$1.93K	﹤0.01%	1123

Other funds holding NRDS

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design reduced its NerdWallet (NRDS) stake by 73% in Q2 2026, selling an estimated $2.3K and leaving 91 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

True Wealth Design first reported a position in NRDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.66K in Q4 2025. 9 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

True Wealth Design held 91 shares of NerdWallet worth $842 as of Q2 2026.
True Wealth Design sold 246 NerdWallet shares in Q2 2026, an estimated $2.3K.
NerdWallet made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2048 holding.
True Wealth Design first reported a position in NerdWallet in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's NerdWallet position peaked at $4.66K in Q4 2025.
9 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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