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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AMAT holding history

Applied Materials 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.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
231
Value
$167.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of AMAT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231$167.0K<0.1%+33+16.7%AddedHolders
Q1 2026198$67.7K<0.1%+12+6.5%AddedHolders
Q4 2025186$47.8K<0.1%+7+3.9%AddedHolders
Q3 2025179$36.7K<0.1%+73+68.9%AddedHolders
Q2 2025106$19.5K<0.1%+55+107.8%AddedHolders
Q1 202551$7.45K<0.1%+17+50.0%AddedHolders
Q4 202434$5.58K<0.1%−17−33.3%ReducedHolders
Q3 202451$10.3K<0.1%+26+104.0%AddedHolders
Q2 202425$5.90K<0.1%+3+13.6%AddedHolders
Q1 202422$4.54K<0.1%+9+69.2%AddedHolders
Q4 202313$2.11K<0.1%00.0%UnchangedHolders
Q3 202313$1.80K<0.1%00.0%UnchangedHolders
Q2 202313$1.88K<0.1%−96−88.1%ReducedHolders
Q1 2023109$13.4K<0.1%+98+890.9%AddedHolders
Q4 202211$1.07K<0.1%–No prior filingHolders