TWD
PAL

True Wealth Design’s Proficient Auto Logistics PAL Stock Holding History

True Wealth Design’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18K Buy
173
+71
+70% +$475 ﹤0.01% 1919
2026
Q1 		$692 Buy
102
+46
+82% +$380 ﹤0.01% 1934
2025
Q4 		$540 Sell
56
-46
-45% -$361 ﹤0.01% 1928
2025
Q3 		$703 Buy
102
+47
+85% +$346 ﹤0.01% 1886
2025
Q2 		$400 Buy
+55
New +$430 ﹤0.01% 1832

Other funds holding PAL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its Proficient Auto Logistics (PAL) stake by 70% in Q2 2026, buying an estimated $475 and bringing the position to 173 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

True Wealth Design first reported a position in PAL in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • True Wealth Design held 173 shares of Proficient Auto Logistics worth $1.18K as of Q2 2026.
  • True Wealth Design bought 71 Proficient Auto Logistics shares in Q2 2026, an estimated $475.
  • Proficient Auto Logistics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1919 holding.
  • True Wealth Design first reported a position in Proficient Auto Logistics in Q2 2025 and has held it in 5 quarters since.
  • 4 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

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