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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q2 2026 holdings

Shares (Q2 2026)
1,486
Value
$197.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of A by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,486$197.4K<0.1%+223+17.7%AddedHolders
Q1 20261,263$144.0K<0.1%+416+49.1%AddedHolders
Q4 2025847$115.3K<0.1%+16+1.9%AddedHolders
Q3 2025831$106.7K<0.1%+165+24.8%AddedHolders
Q2 2025666$78.6K<0.1%+647+3,405.3%AddedHolders
Q1 202519$2.26K<0.1%−336−94.6%ReducedHolders
Q4 2024355$47.7K<0.1%+345+3,450.0%AddedHolders
Q3 202410$1.49K<0.1%+2+25.0%AddedHolders
Q2 20248$1.04K<0.1%00.0%UnchangedHolders
Q1 20248$1.17K<0.1%+3+60.0%AddedHolders
Q4 20235$696<0.1%00.0%UnchangedHolders
Q3 20235$560<0.1%00.0%UnchangedHolders
Q2 20235$602<0.1%−8−61.5%ReducedHolders
Q1 202313$1.80K<0.1%+8+160.0%AddedHolders
Q4 20225$748<0.1%–No prior filingHolders