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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SHW holding history

Sherwin Williams 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.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
81
Value
$27.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SHW by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681$27.9K<0.1%+1+1.3%AddedHolders
Q1 202680$25.6K<0.1%−13−14.0%ReducedHolders
Q4 202593$30.1K<0.1%−15−13.9%ReducedHolders
Q3 2025108$37.3K<0.1%+61+129.8%AddedHolders
Q2 202547$16.1K<0.1%+24+104.3%AddedHolders
Q1 202523$7.98K<0.1%+8+53.3%AddedHolders
Q4 202415$5.05K<0.1%−84−84.8%ReducedHolders
Q3 202499$37.8K<0.1%+90+1,000.0%AddedHolders
Q2 20249$2.69K<0.1%00.0%UnchangedHolders
Q1 20249$3.13K<0.1%+4+80.0%AddedHolders
Q4 20235$1.56K<0.1%00.0%UnchangedHolders
Q3 20235$1.28K<0.1%00.0%UnchangedHolders
Q2 20235$1.33K<0.1%00.0%UnchangedHolders
Q1 20235$1.12K<0.1%00.0%UnchangedHolders
Q4 20225$1.19K<0.1%–No prior filingHolders