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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

XPO holding history

XPO, 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.

XPO overviewAll 13F holders of XPOFull Q2 2026 holdings

Shares (Q2 2026)
24
Value
$4.93K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of XPO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624$4.93K<0.1%+10+71.4%AddedHolders
Q1 202614$2.72K<0.1%+3+27.3%AddedHolders
Q4 202511$1.50K<0.1%−1−8.3%ReducedHolders
Q3 202512$1.55K<0.1%+1+9.1%AddedHolders
Q2 202511$1.39K<0.1%+3+37.5%AddedHolders
Q1 20258$861<0.1%+2+33.3%AddedHolders
Q4 20246$787<0.1%00.0%UnchangedHolders
Q3 20246$646<0.1%00.0%UnchangedHolders
Q2 20246$637<0.1%+6NewHolders