True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
WTW holding history
Willis Towers Watson PLC 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.
WTW overviewAll 13F holders of WTWFull Q2 2026 holdings
- Shares (Q2 2026)
- 23
- Value
- $6.01K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $6.01K | <0.1% | −11−32.4% | Reduced | Holders |
| Q1 2026 | 34 | $9.88K | <0.1% | +25+277.8% | Added | Holders |
| Q4 2025 | 9 | $2.96K | <0.1% | −17−65.4% | Reduced | Holders |
| Q3 2025 | 26 | $8.98K | <0.1% | −61−70.1% | Reduced | Holders |
| Q2 2025 | 87 | $26.7K | <0.1% | −2−2.2% | Reduced | Holders |
| Q1 2025 | 89 | $30.1K | <0.1% | +6+7.2% | Added | Holders |
| Q4 2024 | 83 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 83 | $24.4K | <0.1% | +83 | New | Holders |