True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

STWD holding history

Starwood Property Trust, 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.

STWD overview All 13F holders of STWD Full Q2 2026 holdings

Shares (Q2 2026): 333
Value: $5.46K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of STWD by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	333	$5.46K	<0.1%	+333	New	Holders
Q4 2025	0	$0	0.0%	−37−100.0%	Sold out	Holders
Q3 2025	37	$717	<0.1%	00.0%	Unchanged	Holders
Q2 2025	37	$743	<0.1%	+37	New	Holders