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 Q3	$73	Hold	5	–	–	﹤0.01%	2477
2026 Q2	$85	Buy	+5	New	+$74	﹤0.01%	2556

Other funds holding XZO

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design held its Exzeo Group (XZO) position steady in Q3 2026 at 5 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

True Wealth Design first reported a position in XZO in Q2 2026 and has held it in 2 quarters since. The position peaked at $85 in Q2 2026. 8 funds tracked by Wall St. Rank hold XZO as of Q3 2026.

True Wealth Design held 5 shares of Exzeo Group worth $73 as of Q3 2026.
True Wealth Design left its Exzeo Group share count unchanged in Q3 2026.
Exzeo Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2477 holding.
True Wealth Design first reported a position in Exzeo Group in Q2 2026 and has held it in 2 quarters since.
True Wealth Design's Exzeo Group position peaked at $85 in Q2 2026.
8 funds tracked by Wall St. Rank held Exzeo Group as of Q3 2026.

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