Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PRCH holding history

Porch Group, 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.

PRCH overviewAll 13F holders of PRCHFull Q2 2026 holdings

Shares (Q2 2026)
214
Value
$3.22K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of PRCH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026214$3.22K<0.1%00.0%UnchangedHolders
Q1 2026214$1.53K<0.1%00.0%UnchangedHolders
Q4 2025214$1.95K<0.1%−8−3.6%ReducedHolders
Q3 2025222$3.73K<0.1%00.0%UnchangedHolders
Q2 2025222$2.62K<0.1%+218+5,450.0%AddedHolders
Q1 20254$30<0.1%+4NewHolders