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True Wealth Design’s Porch Group PRCH Stock Holding History

True Wealth Design’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.6K Buy
216
+2
+0.9% +$31 ﹤0.01% 1459
2026
Q2 		$3.22K Hold
214
– – ﹤0.01% 1512
2026
Q1 		$1.53K Hold
214
– – ﹤0.01% 1645
2025
Q4 		$1.95K Sell
214
-8
-4% -$96 ﹤0.01% 1463
2025
Q3 		$3.73K Hold
222
– – ﹤0.01% 1199
2025
Q2 		$2.62K Buy
222
+218
+5,450% +$1.87K ﹤0.01% 1065
2025
Q1 		$30 Buy
+4
New +$22 ﹤0.01% 2513

Other funds holding PRCH

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its Porch Group (PRCH) stake by 0.93% in Q3 2026, buying an estimated $31 and bringing the position to 216 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

True Wealth Design first reported a position in PRCH in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.73K in Q3 2025. 12 funds tracked by Wall St. Rank hold PRCH as of Q3 2026.

  • True Wealth Design held 216 shares of Porch Group worth $3.6K as of Q3 2026.
  • True Wealth Design bought 2 Porch Group shares in Q3 2026, an estimated $31.
  • Porch Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1459 holding.
  • True Wealth Design first reported a position in Porch Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Porch Group position peaked at $3.73K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Porch Group as of Q3 2026.

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