Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MLM holding history

Martin Marietta Materials 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.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
306
Value
$176.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of MLM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026306$176.5K<0.1%−10−3.2%ReducedHolders
Q1 2026316$186.0K0.1%+9+2.9%AddedHolders
Q4 2025307$191.2K0.1%−1−0.3%ReducedHolders
Q3 2025308$194.1K0.1%+1+0.3%AddedHolders
Q2 2025307$168.5K0.1%+127+70.6%AddedHolders
Q1 2025180$86.1K<0.1%+177+5,900.0%AddedHolders
Q4 20243$1.55K<0.1%+1+50.0%AddedHolders
Q3 20242$1.08K<0.1%−1−33.3%ReducedHolders
Q2 20243$1.63K<0.1%+1+50.0%AddedHolders
Q1 20242$1.23K<0.1%+1+100.0%AddedHolders
Q4 20231$499<0.1%00.0%UnchangedHolders
Q3 20231$411<0.1%00.0%UnchangedHolders
Q2 20231$462<0.1%00.0%UnchangedHolders
Q1 20231$356<0.1%00.0%UnchangedHolders
Q4 20221$338<0.1%–No prior filingHolders