TWD
XZO

True Wealth Design’s Exzeo Group XZO Stock Holding History

True Wealth Design’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85 Buy
+5
New +$74 ﹤0.01% 2556

Other funds holding XZO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design opened a new position in Exzeo Group (XZO) in Q2 2026: 5 shares worth $85. The stake represents ﹤0.01% of the portfolio and ranks #2556 among its holdings.

3 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • True Wealth Design held 5 shares of Exzeo Group worth $85 as of Q2 2026.
  • Exzeo Group was a new True Wealth Design position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2556 holding.
  • 3 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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