TWD
ORC

True Wealth Design’s Orchid Island Capital ORC Stock Holding History

True Wealth Design’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-70
Closed -$493 – 2828
2026
Q1 		$493 Sell
70
-13
-16% -$98 ﹤0.01% 2058
2025
Q4 		$598 Buy
83
+79
+1,975% +$575 ﹤0.01% 1894
2025
Q3 		$29 Buy
+4
New +$28 ﹤0.01% 2635
2025
Q2 		– Sell
-16
Closed -$121 – 2754
2025
Q1 		$121 Buy
+16
New +$132 ﹤0.01% 2133

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return