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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
407
Value
$229.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of META by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026407$229.3K0.1%+4+1.0%AddedHolders
Q1 2026403$230.6K0.1%+20+5.2%AddedHolders
Q4 2025383$252.8K0.1%+105+37.8%AddedHolders
Q3 2025278$204.3K0.1%+45+19.3%AddedHolders
Q2 2025233$172.1K0.1%+22+10.4%AddedHolders
Q1 2025211$121.7K<0.1%+98+86.7%AddedHolders
Q4 2024113$66.3K<0.1%+49+76.6%AddedHolders
Q3 202464$36.6K<0.1%00.0%UnchangedHolders
Q2 202464$32.3K<0.1%+14+28.0%AddedHolders
Q1 202450$24.3K<0.1%+22+78.6%AddedHolders
Q4 202328$9.91K<0.1%00.0%UnchangedHolders
Q3 202328$8.41K<0.1%00.0%UnchangedHolders
Q2 202328$8.04K<0.1%−27−49.1%ReducedHolders
Q1 202355$11.7K<0.1%+7+14.6%AddedHolders
Q4 202248$5.78K<0.1%–No prior filingHolders