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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

OWL holding history

Blue Owl Capital 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.

OWL overviewAll 13F holders of OWLFull Q2 2026 holdings

Shares (Q2 2026)
5,070
Value
$44.4K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of OWL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,070$44.4K<0.1%+4,880+2,568.4%AddedHolders
Q1 2026190$1.74K<0.1%−105−35.6%ReducedHolders
Q4 2025295$4.41K<0.1%+262+793.9%AddedHolders
Q3 202533$559<0.1%00.0%UnchangedHolders
Q2 202533$634<0.1%+29+725.0%AddedHolders
Q1 20254$81<0.1%+4NewHolders