True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
FOA holding history
Finance of America Companies 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.
FOA overviewAll 13F holders of FOAFull Q2 2026 holdings
- Shares (Q2 2026)
- 11
- Value
- $303
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q2 2026