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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PFGC holding history

Performance Food Group Co 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.

PFGC overviewAll 13F holders of PFGCFull Q2 2026 holdings

Shares (Q2 2026)
42
Value
$4.70K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of PFGC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642$4.70K<0.1%+31+281.8%AddedHolders
Q1 202611$943<0.1%00.0%UnchangedHolders
Q4 202511$990<0.1%−3−21.4%ReducedHolders
Q3 202514$1.46K<0.1%00.0%UnchangedHolders
Q2 202514$1.23K<0.1%+5+55.6%AddedHolders
Q1 20259$708<0.1%+9NewHolders