IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

True Wealth Design, LLCETFConcentrated trader

CIK: 0001966033 | AKRON, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR2586$425.7M2026-10-13SEC ↗
Q2 2026
13F-HR2656$420.5M2026-07-16SEC ↗
Q1 2026
13F-HR2699$360.4M2026-04-13SEC ↗
Q4 2025
13F-HR2556$341.1M2026-01-08SEC ↗
Q3 2025
13F-HR2712$327.2M2025-10-21SEC ↗
Q2 2025
13F-HR2565$283.8M2025-08-06SEC ↗
Q1 2025
13F-HR2650$262.5M2025-05-13SEC ↗
Q4 2024
13F-HR1350$257.7M2025-02-14SEC ↗
Q3 2024
13F-HR1274$256.1M2024-11-14SEC ↗
Q2 2024
13F-HR780$404.6M2024-08-14SEC ↗
Q1 2024
13F-HR787$401.2M2024-05-14SEC ↗
Q4 2023
13F-HR778$355.0M2024-02-14SEC ↗
Q3 2023
13F-HR770$298.8M2023-11-13SEC ↗
Q2 2023
13F-HR782$273.5M2023-08-14SEC ↗
Q1 2023
13F-HR860$238.5M2023-05-12SEC ↗
Q4 2022
13F-HR803$216.1M2023-02-15SEC ↗