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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SNOW holding history

Snowflake 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.

SNOW overviewAll 13F holders of SNOWFull Q2 2026 holdings

Shares (Q2 2026)
865
Value
$220.1K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of SNOW by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026865$220.1K0.1%−85−8.9%ReducedHolders
Q1 2026950$143.3K<0.1%+23+2.5%AddedHolders
Q4 2025927$203.3K0.1%−31−3.2%ReducedHolders
Q3 2025958$216.0K0.1%+81+9.2%AddedHolders
Q2 2025877$196.2K0.1%+334+61.5%AddedHolders
Q1 2025543$79.3K<0.1%+81+17.5%AddedHolders
Q4 2024462$71.3K<0.1%+257+125.4%AddedHolders
Q3 2024205$23.5K<0.1%+201+5,025.0%AddedHolders
Q2 20244$541<0.1%+2+100.0%AddedHolders
Q1 20242$324<0.1%+1+100.0%AddedHolders
Q4 20231$199<0.1%00.0%UnchangedHolders
Q3 20231$153<0.1%00.0%UnchangedHolders
Q2 20231$176<0.1%+1NewHolders