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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VAC holding history

Marriott Vacations Worldwide Corp 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.

VAC overviewAll 13F holders of VACFull Q2 2026 holdings

Shares (Q2 2026)
317
Value
$32.3K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of VAC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026317$32.3K<0.1%−16−4.8%ReducedHolders
Q1 2026333$21.7K<0.1%−5−1.5%ReducedHolders
Q4 2025338$19.5K<0.1%+291+619.1%AddedHolders
Q3 202547$3.13K<0.1%+38+422.2%AddedHolders
Q2 20259$651<0.1%−304−97.1%ReducedHolders
Q1 2025313$20.1K<0.1%−282−47.4%ReducedHolders
Q4 2024595$53.4K<0.1%+155+35.2%AddedHolders
Q3 2024440$32.3K<0.1%+440NewHolders