True Wealth Design’s Simulations Plus SLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83K	Buy	100 +47	+89%	+$722	﹤0.01%	1720
2026 Q1	$627	Buy	53 +6	+13%	+$88	﹤0.01%	1968
2025 Q4	$857	Buy	+47	New	+$825	﹤0.01%	1767
2025 Q3	–	Sell	-8	Closed	-$140	–	2869
2025 Q2	$140	Sell	8 -9	-53%	-$252	﹤0.01%	2157
2025 Q1	$417	Buy	+17	New	+$515	﹤0.01%	1621

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

True Wealth Design increased its Simulations Plus (SLP) stake by 89% in Q2 2026, buying an estimated $722 and bringing the position to 100 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

True Wealth Design first reported a position in SLP in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

True Wealth Design held 100 shares of Simulations Plus worth $1.83K as of Q2 2026.
True Wealth Design bought 47 Simulations Plus shares in Q2 2026, an estimated $722.
Simulations Plus made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1720 holding.
True Wealth Design first reported a position in Simulations Plus in Q1 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

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