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True Wealth Design’s Ridgepost Capital RPC Stock Holding History

True Wealth Design’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64K Sell
220
-58
-21% -$482 ﹤0.01% 1751
2026
Q2 		$2.19K Buy
278
+127
+84% +$1.01K ﹤0.01% 1653
2026
Q1 		$1.1K Buy
151
+133
+739% +$1.21K ﹤0.01% 1776
2025
Q4 		$177 Buy
+18
New +$183 ﹤0.01% 2252

Other funds holding RPC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design reduced its Ridgepost Capital (RPC) stake by 21% in Q3 2026, selling an estimated $482 and leaving 220 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

True Wealth Design first reported a position in RPC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.19K in Q2 2026. 15 funds tracked by Wall St. Rank hold RPC as of Q3 2026.

  • True Wealth Design held 220 shares of Ridgepost Capital worth $1.64K as of Q3 2026.
  • True Wealth Design sold 58 Ridgepost Capital shares in Q3 2026, an estimated $482.
  • Ridgepost Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1751 holding.
  • True Wealth Design first reported a position in Ridgepost Capital in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Ridgepost Capital position peaked at $2.19K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Ridgepost Capital as of Q3 2026.

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