Position in BR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$42,317
-$18,613 QoQ
Shares Held
309
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#824
of 986 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $703,931 across 37 Information Technology Services names. BR ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
531 | $149,322 | |
| 2 | ACN |
Accenture plc
|
635 | $79,019 | |
| 3 | G |
Genpact LTD
|
2,395 | $65,862 | |
| 4 | IT |
Gartner Inc
|
484 | $62,736 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
3,868 | $43,747 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
309 | $42,317 | |
| 7 | CDW |
CDW Corp
|
289 | $40,644 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
269 | $37,052 |
All Filings in BR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,317 | 309 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $60,930 | 375 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,729 | 66 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $57,398 | 241 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $44,231 | 182 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,400 | 179 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,913 | 150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,039 | 149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,379 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,024 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $617 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $537 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $496 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $439 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $402 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||