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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TMO holding history

Thermo Fisher Scientific 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.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
56
Value
$28.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of TMO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656$28.1K<0.1%−8−12.5%ReducedHolders
Q1 202664$31.5K<0.1%+21+48.8%AddedHolders
Q4 202543$24.6K<0.1%+1+2.4%AddedHolders
Q3 202542$20.4K<0.1%+30+250.0%AddedHolders
Q2 202512$5.04K<0.1%−57−82.6%ReducedHolders
Q1 202569$34.6K<0.1%+57+475.0%AddedHolders
Q4 202412$6.47K<0.1%−16−57.1%ReducedHolders
Q3 202428$17.3K<0.1%−32−53.3%ReducedHolders
Q2 202460$33.2K<0.1%+2+3.4%AddedHolders
Q1 202458$33.7K<0.1%+3+5.5%AddedHolders
Q4 202355$29.2K<0.1%+51+1,275.0%AddedHolders
Q3 20234$2.02K<0.1%00.0%UnchangedHolders
Q2 20234$2.09K<0.1%−3−42.9%ReducedHolders
Q1 20237$4.04K<0.1%+3+75.0%AddedHolders
Q4 20224$2.20K<0.1%–No prior filingHolders