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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MNST holding history

Monster Beverage Corp 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.

MNST overviewAll 13F holders of MNSTFull Q2 2026 holdings

Shares (Q2 2026)
2,795
Value
$268.7K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of MNST by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,795$268.7K0.1%+50+1.8%AddedHolders
Q1 20262,745$198.9K0.1%+20+0.7%AddedHolders
Q4 20252,725$208.9K0.1%−9−0.3%ReducedHolders
Q3 20252,734$184.0K0.1%+1,321+93.5%AddedHolders
Q2 20251,413$88.5K<0.1%+1,230+672.1%AddedHolders
Q1 2025183$10.7K<0.1%+155+553.6%AddedHolders
Q4 202428$1.47K<0.1%+8+40.0%AddedHolders
Q3 202420$1.04K<0.1%+2+11.1%AddedHolders
Q2 202418$900<0.1%+4+28.6%AddedHolders
Q1 202414$830<0.1%+6+75.0%AddedHolders
Q4 20238$461<0.1%00.0%UnchangedHolders
Q3 20238$424<0.1%00.0%UnchangedHolders
Q2 20238$460<0.1%00.0%UnchangedHolders
Q1 20238$433<0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q4 20224$406<0.1%–No prior filingHolders