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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FCF holding history

First Commonwealth Financial Corp 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.

FCF overviewAll 13F holders of FCFFull Q2 2026 holdings

Shares (Q2 2026)
417
Value
$8.48K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2023
Holdings of FCF by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026417$8.48K<0.1%+31+8.0%AddedHolders
Q1 2026386$6.79K<0.1%00.0%UnchangedHolders
Q4 2025386$6.51K<0.1%−56−12.7%ReducedHolders
Q3 2025442$7.54K<0.1%+56+14.5%AddedHolders
Q2 2025386$6.26K<0.1%+386NewHolders
Q4 20230$00.0%−5,551−100.0%Sold outHolders
Q3 20235,551$67.8K<0.1%00.0%UnchangedHolders
Q2 20235,551$70.2K<0.1%00.0%UnchangedHolders
Q1 20235,551$69.0K<0.1%+5,551NewHolders