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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q2 2026 holdings

Shares (Q2 2026)
626
Value
$57.9K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of W by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026626$57.9K<0.1%+233+59.3%AddedHolders
Q1 2026393$29.6K<0.1%−56−12.5%ReducedHolders
Q4 2025449$45.1K<0.1%+123+37.7%AddedHolders
Q3 2025326$29.1K<0.1%+233+250.5%AddedHolders
Q2 202593$4.76K<0.1%+65+232.1%AddedHolders
Q1 202528$897<0.1%−537−95.0%ReducedHolders
Q4 2024565$25.0K<0.1%+381+207.1%AddedHolders
Q3 2024184$10.3K<0.1%+184NewHolders