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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BLD holding history

QXO Insulation, LLC 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.

BLD overviewAll 13F holders of BLDFull Q2 2026 holdings

Shares (Q2 2026)
35
Value
$12.4K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of BLD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635$12.4K<0.1%−10−22.2%ReducedHolders
Q1 202645$15.8K<0.1%−12−21.1%ReducedHolders
Q4 202557$23.8K<0.1%−1−1.7%ReducedHolders
Q3 202558$22.7K<0.1%+35+152.2%AddedHolders
Q2 202523$7.45K<0.1%+11+91.7%AddedHolders
Q1 202512$3.66K<0.1%+9+300.0%AddedHolders
Q4 20243$935<0.1%00.0%UnchangedHolders
Q3 20243$1.22K<0.1%+1+50.0%AddedHolders
Q2 20242$771<0.1%+2NewHolders