Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EFC holding history

Ellington Financial 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.

EFC overviewAll 13F holders of EFCFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$273
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of EFC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$273<0.1%00.0%UnchangedHolders
Q1 202620$237<0.1%−125−86.2%ReducedHolders
Q4 2025145$1.97K<0.1%00.0%UnchangedHolders
Q3 2025145$1.88K<0.1%+125+625.0%AddedHolders
Q2 202520$260<0.1%+20NewHolders