Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MKTX holding history

Marketaxess Holdings 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.

MKTX overviewAll 13F holders of MKTXFull Q2 2026 holdings

Shares (Q2 2026)
598
Value
$67.9K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of MKTX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026598$67.9K<0.1%−25−4.0%ReducedHolders
Q1 2026623$102.8K<0.1%−64−9.3%ReducedHolders
Q4 2025687$124.5K<0.1%+641+1,393.5%AddedHolders
Q3 202546$8.02K<0.1%−107−69.9%ReducedHolders
Q2 2025153$34.2K<0.1%+139+992.9%AddedHolders
Q1 202514$3.03K<0.1%−76−84.4%ReducedHolders
Q4 202490$20.3K<0.1%+87+2,900.0%AddedHolders
Q3 20243$769<0.1%+3NewHolders