Managed by True Wealth Design, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $66.5M | 1.50M | 0.00% | — |
| 2 | ? N/A — | $63.9M | 572.7K | 0.00% | — |
| 3 | ? N/A — | $62.3M | 564.5K | 0.00% | — |
| 4 | ? N/A — | $60.1M | 557.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $57.8M |
| 497.0K |
| 0.00% |
| — |
| 6 | ? N/A — | $57.1M | 1.77M | 0.00% | — |
| 7 | ? N/A — | $56.9M | 486.1K | 0.00% | — |
| 8 | ? N/A — | $56.8M | 521.0K | 0.00% | — |
| 9 | ? N/A — | $56.5M | 1.77M | 0.00% | — |
| 10 | ? N/A — | $54.8M | 476.3K | 0.00% | — |
| 11 | ? N/A — | $54.4M | 1.40M | 0.00% | — |
| 12 | ? N/A — | $54M | 1.36M | 0.00% | — |
| 13 | ? N/A — | $53.4M | 1.38M | 0.00% | — |
| 14 | ? N/A — | $52.3M | 459.4K | 0.00% | — |
| 15 | ? N/A — | $51.5M | 1.50M | 0.00% | — |
| 16 | ? N/A — | $51.2M | 1.48M | 0.00% | — |
| 17 | ? N/A — | $50.1M | 470.2K | 0.00% | — |
| 18 | ? N/A — | $49.7M | 1.39M | 0.00% | — |
| 19 | ? N/A — | $48.1M | 1.46M | 0.00% | — |
| 20 | ? N/A — | $47.8M | 454.6K | 0.00% | — |