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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

NRC holding history

NRC Health 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.

NRC overviewAll 13F holders of NRCFull Q2 2026 holdings

Shares (Q2 2026)
35
Value
$755
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of NRC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635$755<0.1%−6−14.6%ReducedHolders
Q1 202641$697<0.1%−14−25.5%ReducedHolders
Q4 202555$1.03K<0.1%−67−54.9%ReducedHolders
Q3 2025122$1.56K<0.1%−27−18.1%ReducedHolders
Q2 2025149$2.50K<0.1%−91−37.9%ReducedHolders
Q1 2025240$3.07K<0.1%+125+108.7%AddedHolders
Q4 2024115$2.03K<0.1%+115NewHolders