True Wealth Design’s Portillo's PTLO Stock Holding History

True Wealth Design’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77K	Buy	373 +101	+37%	+$489	﹤0.01%	1736
2026 Q1	$1.44K	Buy	+272	New	+$1.48K	﹤0.01%	1672
2025 Q2	–	Sell	-9	Closed	-$108	–	2774
2025 Q1	$108	Buy	+9	New	+$117	﹤0.01%	2164

Other funds holding PTLO

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design increased its Portillo's (PTLO) stake by 37% in Q2 2026, buying an estimated $489 and bringing the position to 373 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

True Wealth Design first reported a position in PTLO in Q1 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

True Wealth Design held 373 shares of Portillo's worth $1.77K as of Q2 2026.
True Wealth Design bought 101 Portillo's shares in Q2 2026, an estimated $489.
Portillo's made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1736 holding.
True Wealth Design first reported a position in Portillo's in Q1 2025 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

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