True Wealth Design’s Real Brokerage REAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32K	Buy	724 +710	+5,071%	+$1.44K	﹤0.01%	1880
2026 Q1	$35	Buy	14 +4	+40%	+$12	﹤0.01%	2590
2025 Q4	$37	Buy	+10	New	+$39	﹤0.01%	2440
2025 Q2	–	Sell	-26	Closed	-$106	–	2784
2025 Q1	$106	Buy	+26	New	+$123	﹤0.01%	2172

Other funds holding REAX

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design increased its Real Brokerage (REAX) stake by 5,071% in Q2 2026, buying an estimated $1.44K and bringing the position to 724 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

True Wealth Design first reported a position in REAX in Q1 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

True Wealth Design held 724 shares of Real Brokerage worth $1.32K as of Q2 2026.
True Wealth Design bought 710 Real Brokerage shares in Q2 2026, an estimated $1.44K.
Real Brokerage made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1880 holding.
True Wealth Design first reported a position in Real Brokerage in Q1 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

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