True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

TRTX holding history

TPG RE Finance 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.

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

Shares (Q2 2026): 81
Value: $678
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of TRTX by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	81	$678	<0.1%	+77+1,925.0%	Added	Holders
Q1 2026	4	$32	<0.1%	−19−82.6%	Reduced	Holders
Q4 2025	23	$199	<0.1%	+23	New	Holders
Q2 2025	0	$0	0.0%	−18−100.0%	Sold out	Holders
Q1 2025	18	$147	<0.1%	+18	New	Holders