True Wealth Design, LLC
Top Portfolio Positions
2,530 positions ·
$67,113,133 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,239 | $2,344,765 | 3.49% |
| NVDA |
Nvidia Corp
Technology
|
7,644 | $1,333,113 | 1.99% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,972 | $1,142,188 | 1.70% |
| CAT |
Caterpillar Inc
Industrials
|
1,017 | $720,503 | 1.07% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
2,299 | $714,506 | 1.06% |
| MSFT |
Microsoft Corp
Technology
|
1,925 | $712,577 | 1.06% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,193 | $665,006 | 0.99% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,202 | $647,740 | 0.97% |
| BWXT |
BWX Technologies, Inc.
Industrials
|
3,117 | $637,395 | 0.95% |
| FIX |
Comfort Systems Usa Inc
Industrials
|
447 | $616,408 | 0.92% |
Portfolio Trend
Holdings in BCBP
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,212 | 135 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,565 | 194 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,397 | 161 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $530 | 63 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $78 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $814 | 66 | Shares | Sole | 2024-11-14 | |
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