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True Wealth Design’s PACS Group PACS Stock Holding History

True Wealth Design’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.2K Hold
293
– – ﹤0.01% 995
2026
Q2 		$12.5K Hold
293
– – ﹤0.01% 984
2026
Q1 		$9.41K Hold
293
– – ﹤0.01% 991
2025
Q4 		$11.2K Sell
293
-58
-17% -$1.27K ﹤0.01% 811
2025
Q3 		$4.82K Sell
351
-246
-41% -$2.89K ﹤0.01% 1093
2025
Q2 		$7.71K Buy
+597
New +$6.21K ﹤0.01% 667

Other funds holding PACS

PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
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
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design held its PACS Group (PACS) position steady in Q3 2026 at 293 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

True Wealth Design first reported a position in PACS in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q2 2026. 20 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • True Wealth Design held 293 shares of PACS Group worth $12.2K as of Q3 2026.
  • True Wealth Design left its PACS Group share count unchanged in Q3 2026.
  • PACS Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #995 holding.
  • True Wealth Design first reported a position in PACS Group in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's PACS Group position peaked at $12.5K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

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