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True Wealth Design’s Telos TLS Stock Holding History

True Wealth Design’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$908 Sell
223
-114
-34% -$514 ﹤0.01% 1957
2026
Q2 		$1.55K Buy
337
+168
+99% +$743 ﹤0.01% 1805
2026
Q1 		$709 Buy
169
+150
+789% +$709 ﹤0.01% 1925
2025
Q4 		$97 Buy
19
+8
+73% +$50 ﹤0.01% 2347
2025
Q3 		$76 Sell
11
-14
-56% -$67 ﹤0.01% 2506
2025
Q2 		$80 Buy
25
+8
+47% +$21 ﹤0.01% 2296
2025
Q1 		$41 Buy
+17
New +$52 ﹤0.01% 2435

Other funds holding TLS

WCM
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Telos (TLS) stake by 34% in Q3 2026, selling an estimated $514 and leaving 223 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

True Wealth Design first reported a position in TLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.55K in Q2 2026. 12 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

  • True Wealth Design held 223 shares of Telos worth $908 as of Q3 2026.
  • True Wealth Design sold 114 Telos shares in Q3 2026, an estimated $514.
  • Telos made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1957 holding.
  • True Wealth Design first reported a position in Telos in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Telos position peaked at $1.55K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Telos as of Q3 2026.

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