TWD
ZIP icon

True Wealth Design’s ZipRecruiter ZIP Stock Holding History

True Wealth Design’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43K Buy
648
+135
+26% +$419 ﹤0.01% 1613
2026
Q1 		$944 Buy
513
+322
+169% +$790 ﹤0.01% 1819
2025
Q4 		$745 Buy
191
+1
+0.5% +$4 ﹤0.01% 1820
2025
Q3 		$802 Buy
+190
New +$888 ﹤0.01% 1829

Other funds holding ZIP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

True Wealth Design increased its ZipRecruiter (ZIP) stake by 26% in Q2 2026, buying an estimated $419 and bringing the position to 648 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

True Wealth Design first reported a position in ZIP in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold ZIP as of Q2 2026.

  • True Wealth Design held 648 shares of ZipRecruiter worth $2.43K as of Q2 2026.
  • True Wealth Design bought 135 ZipRecruiter shares in Q2 2026, an estimated $419.
  • ZipRecruiter made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1613 holding.
  • True Wealth Design first reported a position in ZipRecruiter in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2026.

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