TWD
PRCH icon

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
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 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return