True Wealth Design’s Perella Weinberg Partners PWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.06K	Buy	+126	New	+$2K	﹤0.01%	1674
2026 Q2	–	Sell	-77	Closed	-$1.4K	–	2845
2026 Q1	$1.4K	Buy	77 +40	+108%	+$786	﹤0.01%	1683
2025 Q4	$641	Hold	37	–	–	﹤0.01%	1869
2025 Q3	$789	Hold	37	–	–	﹤0.01%	1835
2025 Q2	$719	Buy	37 +21	+131%	+$371	﹤0.01%	1598
2025 Q1	$295	Buy	+16	New	+$363	﹤0.01%	1785

Other funds holding PWP

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design opened a new position in Perella Weinberg Partners (PWP) in Q3 2026: 126 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PWP as recently as Q1 2026.

True Wealth Design first reported a position in PWP in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

True Wealth Design held 126 shares of Perella Weinberg Partners worth $2.06K as of Q3 2026.
Perella Weinberg Partners was a new True Wealth Design position in Q3 2026.
Perella Weinberg Partners made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1674 holding.
True Wealth Design first reported a position in Perella Weinberg Partners in Q1 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

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