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True Wealth Design’s Zevia ZVIA Stock Holding History

True Wealth Design’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$900 Buy
552
+432
+360% +$587 ﹤0.01% 2025
2026
Q1 		$141 Buy
120
+111
+1,233% +$176 ﹤0.01% 2398
2025
Q4 		$21 Buy
+9
New +$22 ﹤0.01% 2482

Other funds holding ZVIA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Zevia (ZVIA) stake by 360% in Q2 2026, buying an estimated $587 and bringing the position to 552 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

True Wealth Design first reported a position in ZVIA in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • True Wealth Design held 552 shares of Zevia worth $900 as of Q2 2026.
  • True Wealth Design bought 432 Zevia shares in Q2 2026, an estimated $587.
  • Zevia made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2025 holding.
  • True Wealth Design first reported a position in Zevia in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

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