TWD
TLS icon

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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Telos (TLS) stake by 99% in Q2 2026, buying an estimated $743 and bringing the position to 337 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

True Wealth Design first reported a position in TLS in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold TLS as of Q2 2026.

  • True Wealth Design held 337 shares of Telos worth $1.55K as of Q2 2026.
  • True Wealth Design bought 168 Telos shares in Q2 2026, an estimated $743.
  • Telos made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1805 holding.
  • True Wealth Design first reported a position in Telos in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Telos as of Q2 2026.

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