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True Wealth Design’s Oportun Financial OPRT Stock Holding History

True Wealth Design’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114 Buy
+14
New +$98 ﹤0.01% 2428

Other funds holding OPRT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design opened a new position in Oportun Financial (OPRT) in Q3 2026: 14 shares worth $114. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings.

9 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • True Wealth Design held 14 shares of Oportun Financial worth $114 as of Q3 2026.
  • Oportun Financial was a new True Wealth Design position in Q3 2026.
  • Oportun Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2428 holding.
  • 9 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

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