True Wealth Design’s Construction Partners ROAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$721	Hold	8	–	–	﹤0.01%	2031
2026 Q2	$951	Hold	8	–	–	﹤0.01%	1996
2026 Q1	$889	Hold	8	–	–	﹤0.01%	1849
2025 Q4	$869	Hold	8	–	–	﹤0.01%	1760
2025 Q3	$1.02K	Hold	8	–	–	﹤0.01%	1737
2025 Q2	$851	Hold	8	–	–	﹤0.01%	1526
2025 Q1	$575	Buy	+8	New	+$630	﹤0.01%	1490

Other funds holding ROAD

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

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 31.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

True Wealth Design held its Construction Partners (ROAD) position steady in Q3 2026 at 8 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

True Wealth Design first reported a position in ROAD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.02K in Q3 2025. 33 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

True Wealth Design held 8 shares of Construction Partners worth $721 as of Q3 2026.
True Wealth Design left its Construction Partners share count unchanged in Q3 2026.
Construction Partners made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2031 holding.
True Wealth Design first reported a position in Construction Partners in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Construction Partners position peaked at $1.02K in Q3 2025.
33 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

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