True Wealth Design’s Vuzix VUZI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183	Buy	+63	New	+$198	﹤0.01%	2464

Other funds holding VUZI

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design opened a new position in Vuzix (VUZI) in Q2 2026: 63 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings.

13 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

True Wealth Design held 63 shares of Vuzix worth $183 as of Q2 2026.
Vuzix was a new True Wealth Design position in Q2 2026.
Vuzix made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2464 holding.
13 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

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