Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MITT holding history

TPG Mortgage Investment Trust, 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.

MITT overviewAll 13F holders of MITTFull Q2 2026 holdings

Shares (Q2 2026)
73
Value
$579
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of MITT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673$579<0.1%+69+1,725.0%AddedHolders
Q1 20264$30<0.1%00.0%UnchangedHolders
Q4 20254$35<0.1%−16−80.0%ReducedHolders
Q3 202520$145<0.1%+15+300.0%AddedHolders
Q2 20255$38<0.1%−16−76.2%ReducedHolders
Q1 202521$154<0.1%+21NewHolders