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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SWK holding history

Stanley Black & Decker, 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.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q2 2026)
798
Value
$75.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SWK by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026798$75.1K<0.1%+433+118.6%AddedHolders
Q1 2026365$25.9K<0.1%+241+194.4%AddedHolders
Q4 2025124$9.21K<0.1%+111+853.8%AddedHolders
Q3 202513$967<0.1%−8−38.1%ReducedHolders
Q2 202521$1.42K<0.1%−788−97.4%ReducedHolders
Q1 2025809$62.2K<0.1%−134−14.2%ReducedHolders
Q4 2024943$75.7K<0.1%+888+1,614.5%AddedHolders
Q3 202455$6.06K<0.1%+46+511.1%AddedHolders
Q2 20249$720<0.1%+3+50.0%AddedHolders
Q1 20246$588<0.1%+2+50.0%AddedHolders
Q4 20234$393<0.1%+2+100.0%AddedHolders
Q3 20232$168<0.1%00.0%UnchangedHolders
Q2 20232$188<0.1%00.0%UnchangedHolders
Q1 20232$162<0.1%00.0%UnchangedHolders
Q4 20222$150<0.1%–No prior filingHolders