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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ACT holding history

Enact Holdings, 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.

ACT overviewAll 13F holders of ACTFull Q2 2026 holdings

Shares (Q2 2026)
428
Value
$19.6K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of ACT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026428$19.6K<0.1%−7−1.6%ReducedHolders
Q1 2026435$17.8K<0.1%00.0%UnchangedHolders
Q4 2025435$17.2K<0.1%+6+1.4%AddedHolders
Q3 2025429$16.4K<0.1%−87−16.9%ReducedHolders
Q2 2025516$19.2K<0.1%00.0%UnchangedHolders
Q1 2025516$17.9K<0.1%+187+56.8%AddedHolders
Q4 2024329$10.7K<0.1%+326+10,866.7%AddedHolders
Q3 20243$109<0.1%+3NewHolders