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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TTD holding history

Trade Desk, 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.

TTD overviewAll 13F holders of TTDFull Q2 2026 holdings

Shares (Q2 2026)
228
Value
$4.12K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of TTD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026228$4.12K<0.1%−587−72.0%ReducedHolders
Q1 2026815$18.5K<0.1%+719+749.0%AddedHolders
Q4 202596$3.65K<0.1%+30+45.5%AddedHolders
Q3 202566$3.24K<0.1%+42+175.0%AddedHolders
Q2 202524$1.74K<0.1%+16+200.0%AddedHolders
Q1 20258$445<0.1%−8−50.0%ReducedHolders
Q4 202416$1.90K<0.1%+7+77.8%AddedHolders
Q3 20249$987<0.1%+1+12.5%AddedHolders
Q2 20248$782<0.1%+3+60.0%AddedHolders
Q1 20245$438<0.1%+2+66.7%AddedHolders
Q4 20233$216<0.1%00.0%UnchangedHolders
Q3 20233$235<0.1%−1−25.0%ReducedHolders
Q2 20234$309<0.1%+2+100.0%AddedHolders
Q1 20232$122<0.1%00.0%UnchangedHolders
Q4 20222$90<0.1%–No prior filingHolders